Morris & Wells Wealth Management

09/01/2026

Nothing means more than a client trusting us with their family's future. ❤️

Ready to experience that same level of care? Reach out to our team today.

434.977.7010 | morrisandwells.com | 230 Court Square Suite 102

08/26/2026

We won Best Wealth Management Company in Best of C-VILLE 2026! 🏆

Beth, John, and the whole team are beyond grateful for this recognition from the Charlottesville community. ❤️

🙏 Thank you to everyone who voted for us.

08/26/2026

We're excited to welcome Michael Townsend, Charles Schwab's Washington based political analyst, as a featured speaker at this year's Annual Client Symposium. With more than 30 years of experience in Washington, Michael breaks down how policy and political developments affect the markets and helps investors make sense of what's happening in the nation's capital. He's also the host of Schwab's WashingtonWise podcast.

This is one of the perks of being a Morris & Wells client: access to informational sessions and speakers like Michael that most investors don't get. Curious what he'll be covering? Check out his recent article on what the 2026 midterms could mean for the markets, linked below.

🔗 www.schwab.com/learn/story/what-2026-midterms-could-mean-markets

*This event is exclusive to Morris & Wells clients.*

08/25/2026

Money isn't always an easy conversation to start.

Maybe it wasn't talked about growing up. Maybe you've been putting it off, not sure where to begin. We get it.

For nearly 30 years, we've been honored to be the ones our clients trust to have that conversation. Not just once, but at every stage of life, as things change and priorities shift.

Peace of mind means knowing someone's in your corner who knows what they're doing, so you don't have to worry about it alone.

Let's have that conversation.

Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube.

08/20/2026

We are so thankful for our clients. 🌟

Nothing means more to Beth and John than hearing that our guidance made a real difference. Reviews like this remind us why we do what we do. Thank you for trusting us with your financial journey.

Ready to start your own journey with us? Reach out today. 👇

morrisandwells.com | [email protected] | 434.977.7010

08/18/2026

We're happy to support such a great cause!

🎾🙌 Thank you to The Big Serve Presenting Sponsor, Morris & Wells Wealth Management! 🌟 Your continued support helps Big Brothers Big Sisters of the Central Blue Ridge ignite the power and promise of youth in our community. 💚

Interested in sponsoring? 📞 434.244.0882 x103 or 📧 [email protected]

08/18/2026

The market is starting to draw clearer lines between AI winners and losers, though the full picture is still taking shape.

🔹 Energy and AI drove all of the S&P 500's gains this year
🔹 Profit margins are widening for the "Magnificent 7," but not much else
🔹 Entrepreneurs may be one of the clearest winners so far
🔹 Recent grads aren't showing up as AI losers yet, despite the headlines

👉 Swipe through for the highlights, and read our full Q3 commentary at morrisandwells.com/looking-for-ai-winners-losers-2026-q3-commentary



*This post is market commentary and not personalized investment advice.*

08/14/2026

We believe good financial planning starts with a real relationship. That's the whole idea behind Morris & Wells.

We built this firm on listening first and advising second, and it shows in every conversation we have with clients. Come see the difference for yourself.

230 Court Square, Suite 102, Charlottesville, VA | 434.977.7010 | morrisandwells.com

08/13/2026

With all the noise around interest rates and market swings, it's easy to overlook one of the most stable tools in a portfolio: bonds. 📊

Bonds aren't flashy. But they play a steady role, generating income and helping balance out the ups and downs of stocks. Even in today's environment, they still belong in a well built strategy.

At Morris & Wells, we don't chase trends. We build portfolios designed to hold steady through whatever the market brings.

Ready to talk strategy? 👉 Start at morrisandwells.com

08/11/2026

How much should you actually be investing each month? 💰

A common benchmark is 10 to 15 percent of your income toward retirement, including any employer match. If your employer offers one, that's often the best place to start.

But the exact number matters less than the habit. Small, consistent contributions add up more than most people expect. 📈

Beth and John can help you figure out what percentage makes sense for your situation. 💻 Visit us at morrisandwells.com to start the conversation.