Morris & Wells Wealth Management is hosting its Annual Client Symposium a week from today, featuring Michael Townsend and Charles Schwab's Washington-based political analyst.

Morris & Wells Wealth Management, LLC is an independent financial planning and wealth management firm committed to helping clients protect, grow, and confidently navigate their financial futures. Since 1975, we have built our practice on long-term fiduciary relationships rooted in trust, transparency, and personalized guidance. We partner with individuals and families from diverse backgrounds, providing thoughtful financial planning and investment management tailored to each client’s goals and life stage. Our work is guided by four core pillars: fiduciary relationships, integrity and kindness, customized planning, and experienced management. These principles shape how we serve our clients every day. What began with three clients and $900,000 under management has grown into nearly 200 client relationships supported by more than 170 years of combined investment advisory experience. At Morris & Wells, we believe financial planning is about more than managing wealth. It’s about building lasting partnerships and helping clients move forward with clarity and confidence.