Morris & Wells Wealth Management

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Morris & Wells Wealth Management Independent financial planning and wealth management built on trust, experience, and personalized guidance.

This quarter we’re watching two signposts on the AI road. 🤖The first is whether the money pouring into AI infrastructure...
10/15/2026

This quarter we’re watching two signposts on the AI road. 🤖

The first is whether the money pouring into AI infrastructure turns into real profit for the companies building and using AI. That includes the model providers, but also everyday businesses, like a grocery chain using AI agents to manage inventory and cut down on spoilage.

The second is debt. AI-related long-term bond issuance has hit about $70 billion so far this year, up from roughly $10 billion in each of the three years before, and the cost of insuring hyperscaler debt has been climbing 📈

We still believe that handoff can happen. The market will just want to see evidence in the near term.

Read the full commentary ➡️ https://morrisandwells.com/signposts-on-the-ai-road-2026-q4-commentary/

Planning for retirement is a lot easier when the people helping you actually know your family. 💙For many of our clients,...
10/14/2026

Planning for retirement is a lot easier when the people helping you actually know your family. 💙

For many of our clients, the relationship goes back decades. We’ve watched kids grow up, head off to college and start families of their own. That history shapes the advice. When retirement gets close, we’re looking at your whole life, and the numbers are only part of that.

We're grateful for every family that trusts them with that kind of planning.

Let’s talk about what’s next for yours. Call 434.977.7010 or visit morrisandwells.com

Some of our most important work happens face to face. When we meet with clients, the numbers are only part of it. We wan...
10/09/2026

Some of our most important work happens face to face.

When we meet with clients, the numbers are only part of it. We want to hear what's changed since the last conversation: a new grandchild, a retirement date that's getting closer, a house that's finally paid off. Those details shape the plan as much as any market report does.

A good financial plan should sound like your life, and that only happens when we take the time to listen.

Ready to start that conversation? 📞 Call us at 434.977.7010 or 💻 visit morrisandwells.com

We believe good planning starts with getting to know you. Beth and John have spent years helping Charlottesville familie...
10/09/2026

We believe good planning starts with getting to know you.

Beth and John have spent years helping Charlottesville families and individuals make sense of their money.

Maybe you're preparing for retirement or navigating a big life change. Maybe you just want a second set of eyes on where things stand. Either way, every plan starts with understanding what matters to you before anyone talks numbers.

That's the kind of guidance you can build a future on.

Call us at 434.977.7010 or visit morrisandwells.com to get started.

Join us tomorrow for Quarterly Coffee at our office! ☕ These gatherings are one of the ways we thank the clients and com...
10/05/2026

Join us tomorrow for Quarterly Coffee at our office! ☕

These gatherings are one of the ways we thank the clients and community who make our work possible. We'll have Cumbre coffee, MarieBette treats and good conversation. Friends and colleagues are always welcome.

📅 Tuesday, October 6
🕘 9 - 11 AM
📍 230 Court Square, Suite 102

Parking is easy with the Market Street Parking Garage a block away and 2-hour street parking around Court Square.

Questions? Reach us at [email protected] or 434.977.7010

John has spent years getting to know the families he works with. He listens first, explains things in plain language, an...
10/02/2026

John has spent years getting to know the families he works with. He listens first, explains things in plain language, and treats your goals like they're his own. That kind of steady, honest guidance is what keeps clients with us for the long haul.

John and Beth are both here to help you plan with confidence, no matter what stage of life you're in. Call us at 434.977.7010 or visit morrisandwells.com

10/01/2026

Join us on October 17th for The Big Serve. Come out for a fun day of pickleball and support BBBS of the Central Blue Ridge ! Register today at: https://www.blueridgebigs.org/pickleball. See you there!

Our Quarterly Coffee Social is coming up, and we'd love for you to join us. ☕ These mornings are one of our favorite way...
09/30/2026

Our Quarterly Coffee Social is coming up, and we'd love for you to join us. ☕

These mornings are one of our favorite ways to say thank you to the clients and community who make Morris & Wells what it is. We'll have Cumbre coffee and MarieBette treats along with plenty of time to catch up. Bring a friend or colleague, everyone's welcome.

📅 Tuesday, October 6, 9-11 AM at our office, 230 Court Square, Suite 102. The Market Street Parking Garage is a block away, and there's 2-hour street parking around Court Square.

RSVP by October 1st to 📧 [email protected]

Good financial planning starts with people you trust.For us, this work has always been about relationships. We take the ...
09/28/2026

Good financial planning starts with people you trust.

For us, this work has always been about relationships. We take the time to understand what matters to you and your family, then help you plan for it with care and a steady hand.

That kind of trust doesn't happen overnight, and we don't take it lightly.

Learn more at morrisandwells.com or call 434.977.7010.

Being easy to reach is another way we take care of our clients.That's a big reason we're on Court Square. When you have ...
09/25/2026

Being easy to reach is another way we take care of our clients.

That's a big reason we're on Court Square. When you have a question about your plan or something in your life changes, we're right here, and our door is open.

Come by and see us in person, and you'll get a real conversation with people who know you and your goals.

We're close by and happy to help whenever you need us.

📍 230 Court Square, Suite 102 | Charlottesville, VA
📞 434.977.7010
💻 www.morrisandwells.com

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230 Court Square, Suite 102
Charlottesville, VA
22902

Telephone

+14349777010

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