Positioning wealth for tomorrow
through sound strategic planning today.

When Morse Capital became part of Zermatt Wealth Partners, it culminated the merger of two great firms and the creation of one great opportunity for our clients. The result is an unprecedented combination of experience, knowledge and network of resources designed to fully address the attendant demands of wealth, so you can confidently pursue your goals today and be well-positioned for success in the future. If you are an individual who values the freedom of financial independence, or a fiduciary entrusted with managing considerable corporate and institutional assets, you can count on us more than ever for the comprehensive wealth management services you need.


“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.”

Mark Udall


Positioning family wealth for tomorrow
through sound strategic planning today.