Garrison Murphy Wealth Management, LLC logo

Garrison Murphy Wealth Management, LLC

Updated today

Client assets under management

$208,456,070

Clients

26

96% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

13

Very Low

Average account size

$8,017,541

About

Garrison Murphy Wealth Management, LLC provides integrated wealth advisory and portfolio management services to individuals, high net worth clients, pooled investment vehicles, charitable organizations, and businesses. Its services include financial planning, estate and tax-aware implementation, discretionary portfolio management, and recommendations for third‑party managers and private placement investments.

The firm describes an investment process that combines a macro outlook for general market returns with client objectives and constraints, with particular emphasis on structural decisions such as asset location and tax treatment to improve after‑fee, after‑tax outcomes. Garrison Murphy typically implements strategic asset allocation through model portfolios and third‑party managers, and may use private placements, derivatives, margin and other tools as part of its long‑ and short‑term strategies.

What distinguishes the firm from many peers is its active role as an adviser to private funds and pooled vehicles and its detailed handling of private placement diligence, capital call management, and integrated performance/valuation reporting across public and private holdings. The brochure also discloses that non‑clients in those private funds pay separate management fees and describes referral and third‑party relationships tied to pooled vehicles, a combination of business activities and reporting practices that is less common among similarly sized supported advisers.

Client services

Portfolio management Selection of other advisers

Expertise

Private / alternative investments Real estate investing Tax-loss harvesting Wealth management

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Fee options

Percentage

0.75% per annum maximum; fees may be negotiated lower

Main office location

Garrison Murphy Wealth Management, LLC

East Aurora NY, United States

Number of offices

2

Most active in

Florida · New York

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Nickole G

CFP®, Series 66

Buffalo, NY

Garrison Murphy Wealth Management, LLC

Nickole Garrison is a CFP® with 12 years of industry experience, currently serving at Garrison Murphy Wealth Management, LLC since 2018. Prior to this, she worked at M&T Securities Inc. and M&T Bank from 2012 to 2018. She holds board and audit committee roles with several nonprofit organizations in Buffalo, including the Buffalo Center for Arts and Technology, WNY Women’s Foundation, and the Buffalo Philharmonic Orchestra, and serves on the Investment and Finance Committees of the Community Foundation for Greater Buffalo. Garrison Murphy Wealth Management provides integrated wealth advisory and portfolio management services to individuals, charitable organizations, and corporations, emphasizing tax-aware asset allocation, strategic portfolio management, and private placement investments for accredited investors. The firm manages a concentrated client base and integrates private fund administration and performance reporting into consolidated client views.

Private / alternative investments Real estate investing Tax-loss harvesting Wealth management
user avatar

Todd M

CFP®, CFA®, Series 63

East Aurora, NY

Garrison Murphy Wealth Management, LLC

Todd Murphy is a CFP®, CFA® with 19 years of industry experience. He has been with Garrison Murphy Wealth Management, LLC since 2018 and previously worked at Wilmington Trust Investment Advisors, Inc. for six years. Garrison Murphy Wealth Management provides integrated wealth advisory and portfolio management services to individuals, charitable organizations, and corporations. The firm emphasizes tax-aware asset location, strategic asset allocation, and the use of model portfolios and third-party managers, while also advising on private placement investments and offering private fund administration.

Private / alternative investments Real estate investing Tax-loss harvesting Wealth management
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