At Morse Wealth Management, you’re more than a client. We view you as an extended family member and build lasting relationships where insight, integrity, and trust drive everything we do.
Morse Wealth Management has roots dating back over four decades. We’ve advised many of our clients and their families since founding partner Joseph Morse (retired) entered the industry in the late 1970s, and his son, Carlton, joined him in 1992. From day one, we’ve greatly valued the families we support. We formed our advisory practice within an autonomous business environment because we believe that:
We feel that we’ve achieved our goals by remaining an independent practice that also has access to the resources of LPL Financial. LPL founded their company with a pioneering vision: to help entrepreneurial financial advisors establish successful businesses through which they can offer truly independent financial guidance and investment advice.
Beginning with our very first client, we’re proud of the relationships we have nurtured throughout the years and look forward to the new relationships ahead of us.
