Morse Wealth

At Morse Wealth we are dedicated to helping our clients experience the best that life has to offer. That’s why our integrated approach to wealth management goes beyond just investment management we help you synchronize your entire financial life.

When striving for excellence, all the details matter - even the little ones. Our group, led by Paul Morse, has over 30 years of experience successfully helping clients identify and reach their goals. By creating and implementing customized wealth plans, nothing is cookie cutter about the personalized service we provide. As your life and circumstances evolve, we are here to guide you each step of the way to simplify complexities that may arise.



Along with professional and timely service, our clients have the power of a team of highly accredited and experienced advisors behind them. Together, with our combined knowledge and experience, we create wealth strategies for our clients that optimize the four pillars of wealth. We believe our clients truly feel the benefits of an integrated approach to wealth management.

 



Simply put - we’re happiest when our clients are happy! That’s why we’re so dedicated to helping them achieve their vision of success and enjoying the journey along the way.

For us happiness goes beyond positive reactions to our portfolio performance; we believe happiness is a by product of well being, so we strive to help our clients achieve that. We want to take the weight off their shoulders by acting as a steward of their wealth enabling them to refocus that time and energy elsewhere. We share insightful articles and videos to encourage learning, create events for innovative thinkers to connect and help our clients to build capacity to support the causes that matter to them.

Acting as a steward of our clients’ wealth is not something we take lightly. We invest the time to build authentic relationships with each of our clients, so we can understand them and their unique situation. For us, it’s important they know that the every day decisions impacting them and their future is in the hands of a team they know and trust.



Morse Wealth provides sophisticated solutions for individuals and families, business owners and entrepreneurs, executives and professionals, pre-retirees and retirees, charitable organizations and estates & trusts.

• Investment planning • Portfolio construction • Tax minimization strategies • Retirement planning • Business succession planning • Private banking solutions • Cross border solutions • Customized credit

• Cash and deposit management • Strategies for intergenerational    wealth transfer • Philanthropic giving & planning • Will & estate planning • Power of attorney services • Executor services • Trustee services