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:


Remaining a small, independent practice is essential for maintaining personalized relationships and a boutique level of client service.


Our clients deserve the resources of a major securities firm for their assets’ clearing and custody.

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.

Start Typing
Privacy Preferences

When you visit our website, it may store information through your browser from specific services, usually in the form of cookies. Here you can change your Privacy preferences. It is worth noting that blocking some types of cookies may impact your experience on our website and the services we are able to offer.

For performance and security reasons we use Cloudflare
Our website uses cookies, mainly from 3rd party services. Define your Privacy Preferences and/or agree to our use of cookies.