Morse Capital Partners, LLC

EST. AUM
$246,090,867

CONTACTS
6

CLIENT ACCOUNTS
347

Firm Details

Metro area Richmond
CRD Number 146383
Website morsecapitalpartners.com
Client types

Overview

Morse Capital Partners has a very clear mission: to help their clients understand and manage their personal and family finances to achieve their long-term goals through highly-individualized Wealth Management services. They take a comprehensive, strategic view of each client’s financial landscape and examine how the various pieces fit together and impact one another, which they call a holistic view. Their advice is untainted, and they are not influenced by corporate or external affiliation, emphasizing their independence. Their investment management services are strictly fee-based, eliminating all conflicts of interest, making the client's needs their singular focus. Because of their independence, they are unbiased and not wed to proprietary products or platforms. They deliver customized, "best of breed" wealth management strategies to fit the needs of each client. Morse Capital Partners represents more than 70 years of financial industry experience and expertise, signifying their success. They provide customized, sophisticated, and specialized services.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Morse Capital Partners, LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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