Morris & Wells Wealth Management

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Morris and Wells | Wealth Management A full-service, independent financial planning and investment management firm. SEE HOW WE CAN HELP YOU How Can We Help You? Set Family Goals We work together to understand the individual or family’s financial and life goals. We provide an easy-to-understand road map to achieve those goals. Low Cost Fiduciary Investment Management Our firm adopted a fee-only compensation structure early in the 1980s, which has become the industry standard today. Neither we nor our Custodian charge commissions, custodial fees, or time-based fees. Portfolio Construction Suited to Your Needs In this part of the plan, we determine the asset allocation of the overall portfolio that will meet your family’s goals while managing market volatility. Meet Client Goals with Defined Cash Flows We jointly help plan an individual or family s cash flows and help the client understand the most efficient source of those funds. This may include basic bill pay and payment execution. Coordinate with Accounting & Estate Planning Professionals We strive for maximum tax efficiency while optimizing our investment management. We want to team up with your accounting professionals in order to achieve this. Estate Planning is an integral part of the financial planning process with our investment management. If you do not have an estate plan, we are happy to make referrals and advise you on that process. Financial Planning For Future Generations Combined with an estate plan, this type o

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