Overview

Partner with an expert

As important as what services we provide is how we provide them. Among our peers, staff to client ratio is 60:1.

We here at MORWM are proud to maintain a staff to client ratio of 24:1. 

No matter what your level of wealth, working with us can help you pursue your goals. Together, we will go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. The process starts by examining the wealth strategies universe and its modules:

  • Accumulation: how to target asset growth
  • Risk management: how to protect your assets
  • Taxation: how to minimize your tax burden
  • Retirement planning: how to target, plan for, and transition into retirement in a tax-advantaged way
  • Estate planning: how to preserve your assets
  • Charitable giving: insights into charitable giving for both charitable organizations and individuals.

Create a comprehensive plan
By exploring each module in detail, we will determine which ones require our immediate attention and which ones are more long-term in nature. From our findings, we will assemble an implementation plan for your financial future.

Support your financial goals
Working in partnership with us helps to simplify the complexities of your financial life by focusing on managing your wealth in a systematic way for the long term.