Values that reflect a mission to support your success

We have a very clear mission: Help our clients understand and manage their personal and family finances and achieve their long-term goals through highly individualized wealth management services.

To accomplish this mission, the firm’s culture rests firmly upon the traditional values of discipline and hard work. By following the high standards we have set, each and every individual works tirelessly to build a team that consistently strives to exceed client expectations year after year.

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 covering the four corners of wealth management:

  • Tax and estate planning
  • Investment management
  • Liabilities management
  • Private banking services

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.

Positioning family wealth for tomorrow
through sound strategic planning today.