Morris & Wells Wealth Management

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

06/23/2026

Halfway through 2026. How are your finances looking? 💰

Beth shares three things to check right now to make sure you finish the year strong. From your retirement contributions to your emergency fund to your goals, a little mid-year review goes a long way.

Ready to get on track? We're here to help. 📋

🗨️ morrisandwells.com | 434.977.7010

Our goal is simple: to help the people of this community build financial futures they feel confident in. Every conversat...
06/18/2026

Our goal is simple: to help the people of this community build financial futures they feel confident in. Every conversation, every plan, every milestone along the way has been about you.

🌟 Being nominated for Best Wealth Management in the 2026 Best of C-VILLE is a reflection of that relationship, and we don't take it lightly.

Please vote for us. 🗳️ Voting is open now through June 30 at bestof.c-ville.com/2026/wealth-management-company

Words like these mean everything to us. 🙌 Our goal is simple: give every client the clarity, insight, and personal atten...
06/18/2026

Words like these mean everything to us. 🙌

Our goal is simple: give every client the clarity, insight, and personal attention they deserve, along with a space they're comfortable walking into. Thank you for trusting us, and for sharing that trust with the people in your life.

Ready to get started? 💻 Visit morrisandwells.com or call 434.977.7010 to schedule a conversation.

Client love, even on vacation. 😎When your wealth manager's koozie makes the trip with you, that's a good sign. We love s...
06/16/2026

Client love, even on vacation. 😎

When your wealth manager's koozie makes the trip with you, that's a good sign. We love seeing the Morris & Wells family out there living their best summers. 🥤

Here's to warm days, cold drinks, and goals worth celebrating.

We're proud to call downtown Charlottesville home. 📌 Stop by and see us at 230 Court Square, Suite 102, right in the mid...
06/12/2026

We're proud to call downtown Charlottesville home. 📌 Stop by and see us at 230 Court Square, Suite 102, right in the middle of the community we serve every day.

morrisandwells.com | [email protected] | 434.977.7010

Most people have heard the phrase "don't put all your eggs in one basket." Diversification is that idea applied to your ...
06/11/2026

Most people have heard the phrase "don't put all your eggs in one basket." Diversification is that idea applied to your investments.

When your portfolio is spread across different asset types like stocks, bonds, and cash, different sectors, and different geographies, a downturn in one area doesn't have to derail everything else.

It doesn't eliminate risk. But it does help manage it.

At Morris & Wells, building diversified portfolios tailored to each client's goals and timeline is a core part of what we do. No two plans look the same, because no two clients are the same.

Want to talk about whether your current portfolio reflects where you actually want to go? We're here.

🌐 morrisandwells.com 📩 [email protected] 📞 434.977.7010

Meet our first summer intern, Amelia Orth! Amelia is from Bronxville, New York and is a rising sophomore studying Financ...
06/10/2026

Meet our first summer intern, Amelia Orth!

Amelia is from Bronxville, New York and is a rising sophomore studying Finance at Indiana University’s Kelley School of Business.

This summer, Amelia will be learning about and supporting many aspects of financial planning, investment management, client relationships, and events.

We are excited to have Amelia with us this summer and look forward to the perspective she will bring to the team.

Summer tends to shift things. ☀️ Maybe the kids finished school and your expenses changed. Maybe you took on a new job, ...
06/09/2026

Summer tends to shift things. ☀️ Maybe the kids finished school and your expenses changed. Maybe you took on a new job, got a raise, or hit a milestone you had been working toward. Maybe things just feel a little different than they did in January.

This time of year is a good moment to check in on your financial picture. Not because something is wrong, but because life moves fast and your plan should keep up with it.
At Morris & Wells, we do this kind of check-in with clients all the time. A fresh look, a few adjustments, and a clearer picture of where things stand heading into the second half of the year.

Curious what a check-in looks like? Reach out and we can walk you through it.

morrisandwells.com | [email protected] | 434.977.7010

Our team brings decades of experience to every client relationship, but what sets them apart goes beyond credentials. Be...
06/05/2026

Our team brings decades of experience to every client relationship, but what sets them apart goes beyond credentials.

Beth is a community advocate who mentors youth and volunteers at the local animal shelter. John is a Charlottesville dad who loves this area as much as he loves digging into the markets. Sarah spent years in nonprofit development and event management before joining the team, and connecting with clients is still her favorite part of the job.

Different backgrounds. One shared commitment to the people they serve.

Get to know the team at 👉 morrisandwells.com/our-firm

Halfway through the year is a good time to check in on where things stand.Have your goals shifted? Did a major life even...
06/04/2026

Halfway through the year is a good time to check in on where things stand.

Have your goals shifted? Did a major life event change your financial picture? Are you on track with what you set out to do in January?

A mid-year review does not have to be complicated. It is just a chance to make sure your plan still fits your life.

If you have questions or want a second set of eyes on where things stand, we are here.

morrisandwells.com | [email protected] | 434.977.7010

Address

230 Court Square, Suite 102
Charlottesville, VA
22902

Telephone

+14349777010

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