At Morse Capital Partners, we have a very clear mission:
Help our clients understand and manage their personal and family finances to achieve their long-term goals through highly-individualized Wealth Management services.
A holistic view. We take a comprehensive, strategic view of each client’s financial landscape and examine how the various pieces fit together and impact one another.
Independent. Our advice is untainted, and we are not influenced by corporate or external affiliation. Our investment management services are strictly fee-based, eliminating all conflicts of interest. Our client's needs are our singular focus.
Unbiased. Our independence means we are not wed to proprietary products or platforms. We deliver customized, "best of breed" wealth management strategies to fit the needs of each client.
Success. Morse Capital Partners represents more than 70 years of financial industry experience and expertise.
Specialized. We provide customized, sophisticated, and highly-effective strategies for high-net worth individuals, private business owners, endowments, and foundations.
Accessible. We believe communication is vital to the success of any relationship. In return, our clients are extremely loyal. Virtually all of our business growth has come through client and professional referrals.
Our Approach
Grounded in due diligence and attention to detail.
Who We Serve
knowledgeable guidance for distinct wealth management needs.
How We Serve
Enjoy an elevated level of personalized service.
“You don’t climb mountains without a team, you don’t climb mountains without being fit, you don’t climb mountains without being prepared and you don’t climb mountains without balancing the risks and rewards. And you never climb a mountain on accident – it has to be intentional.”
Connect With Us Today.
Call us at (804)-888-7770 or by email.
