Morris & Wells Wealth Management

Home
United States
Charlottesville, VA
Morris & Wells Wealth Management

Independent financial planning and wealth management built on trust, experience, and personalized guidance.

06/01/2026

We've been nominated for Best Wealth Management in the 2026 Best of C-VILLE awards, and we are so grateful for this community! 🏆

Voting is open now through June 30 at bestof.c-ville.com. One vote per email address, and it only takes a minute.

🗳️ Please vote for us, we'd be honored by your support.

05/29/2026

Retirement looks different for everyone. But the goal is usually the same: enjoy the life you've worked hard to build without worrying about managing your money alone.

We work with clients at every stage of retirement planning. From managing cash flow needs and investment strategy to charitable giving and estate planning, we build a plan around your life.

Visit morrisandwells.com to learn more.

05/28/2026

Good financial planning means seeing the whole picture. 📊 We've expanded our capabilities to help clients coordinate their workplace retirement accounts, like 401(k)s and 403(b)s, alongside their broader portfolio for better visibility and a more unified long-term strategy. And we've absorbed the cost of this technology relationship so there's no added burden to you.

If you have questions about how this could work for your accounts, we'd love to talk. Reach out to our team at morrisandwells.com

05/25/2026

Today we pause to honor the brave men and women who gave everything in service to our country. 🇺🇸

Their sacrifice is the foundation of the freedoms we hold dear, and their memory lives on in the communities they protected and the families they loved. ❤️🤍🩵

05/22/2026

We're right in the heart of downtown Charlottesville. Being located in the Court Square area means we are close to our clients, close to the attorneys and accountants we collaborate with, and right in the middle of the community we care about. That kind of accessibility matters to us.

Our door is open, and we would love for you to stop by, see the space, and join us for one of our quarterly coffee hours. Don't hesitate to reach out.

📍 230 Court Square, Suite 102, Charlottesville, VA
🌐 morrisandwells.com
📩 [email protected]
📞 434.977.7010

05/21/2026

How aggressive should you be with your investments? 📈 The honest answer: it depends.

Your ideal investment mix is shaped by your age, income, financial goals, timeline, and your personal comfort with market fluctuations. Someone in their 30s building toward retirement has a very different risk profile than someone in their 60s protecting what they have earned.

At Morris & Wells, we do not apply a generic formula. We build a diverse basket of investments calibrated to where you are and where you are headed, and we revisit that strategy as your life evolves.

Ready to find the right mix for you? Let's start the conversation. ➡️ Contact us at morrisandwells.com

05/19/2026

Real estate or the stock market — which is the better investment?

It's one of the most debated questions in personal finance, and the truth is: there's no universal answer.

Real estate offers tangible assets, rental income potential, and certain tax advantages. The stock market offers liquidity, diversification, and historically strong long-term returns. Both carry risk.

For many clients, the right answer isn't either/or. It's understanding how different assets can work together as part of a broader wealth-building strategy.

Want to think through what makes sense for your situation? That's exactly what we're here for.

🌐 morrisandwells.com
📩 [email protected]

05/15/2026

Your investment strategy shouldn't stay the same forever.

As you move through different stages of life, your approach to risk may need to shift. What made sense at 35 looks different at 55 — and that's not a setback. That's smart planning.

At Morris & Wells, we build investment strategies designed to evolve with you. When the time is right to become more conservative, protecting what you've built while still planning for growth, we'll guide that transition together.

Tailored management means your portfolio works for your life, not someone else's.

🌐 morrisandwells.com
📞 434.977.7010

Address

230 Court Square, Suite 102
Charlottesville, VA
22902

Telephone

+14349777010

Website

http://www.morrisandwells.com/

Alerts

Be the first to know and let us send you an email when Morris & Wells Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Morris & Wells Wealth Management:

Shortcuts

Want your business to be the top-listed Finance Company in Charlottesville?