At Morse Wealth Management, we’re here to help our clients have informed perspectives and make purposeful, proactive decisions.

To do so, we feel our responsibility is to uphold a fiduciary standard and pursue ongoing education and industry credentials.

We are dedicated to serving as a dependable financial resource that puts your needs first in everything we do, so you have the tools and guidance to pursue what matters to you. This fiduciary standard is at the heart of how we support you, so we only pursue credentials that align with these values.

CFP®

Planning is an integral aspect of lifelong wealth management. Whether addressing daily financial needs or long-term objectives, we believe your ability to pursue your goals is only as effective as the roadmap guiding your financial journey. From our perspective, having a CERTIFIED FINANCIAL PLANNER® professional on our team offers clients the deep planning support that upholds strategic wealth management in all life stages.

See Carlton's Certification

CIMA®

At Morse Wealth Management, we believe engaging our clients with a CIMA®–certified professional contributes significantly to the quality of service we seek to provide. A Certified Investment Management Analyst® provides specialized knowledge in investment management and portfolio construction. In our experience, the in-depth training and education required to pursue the designation helps empower clients with guidance for their specific financial needs.

See Carlton's Certification
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