Morris & Wells Wealth Management

We are excited to be part of The Scout Guide this year! Stop by our office to say hello and to get a copy of this beautiful magazine.

Did you know that Morris & Wells Wealth Management can help your business start a 401k plan? We also offer a complimentary diagnostic evaluation for your current plan. Whether you are starting a new plan for your company or ensuring your current plan is still the right fit for your business, we are here to help you every step of the way.

Meet John Wells: After graduating from UVA’s McIntire School of Commerce, John experienced time in Washington DC, London, New York City, and Philadelphia before returning to Charlottesville in 2010. He and his wife are raising two girls in the Charlottesville community. John loves spending time enjoying the natural beauty of the area, including volunteering as a trainer on the Wintergreen Ski Patrol.

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We are back from Philadelphia and the Schwab IMPACT 2023 conference did not disappoint. The days were packed with great informational sessions and we did manage to find time for some fun as well. Did we forget to mention we ended the week with seeing John Mellencamp?

Charles Schwab’s IMPACT 2023. Philadelphia, PA.

Morris & Wells has launched a YouTube channel with informational videos about our company and the investment advisory business. In our first video, John discusses "What is Wealth Management". We plan to cover many topics going forward, but we invite you to submit questions you would like answered or to suggest specific topics of interest.

Please subscribe to the Morris & Wells Wealth Management channel to be notified when new videos are posted.

What is wealth management? - @MorrisAndWells Learn more about Morris & Wells at https://www.morrisandwells.comIf you have any questions for John about this video's content, please comment below. You can...

We thoroughly enjoyed hosting clients and our partners from Charles Schwab at the Boar's Head Resort. Schwab provided interesting insights on offerings from their Banking, Trust and Charitable groups. We will host more events like this in the future and look forward to you joining us!

An article from our primary custodian, Charles Schwab, on recent events.

https://www.aboutschwab.com/perspective-on-recent-industry-events

Perspective on recent industry events With a challenger heritage and a Main Street approach, these are the stories of our people, our culture, and our mission.

Morris&Wells is proud to be a sponsor of the Charlottesville Ten Miler!

We are extremely excited to announce that we are a sponsor for the Charlottesville 10 Miler on March 25th!

We have 10 free registration bibs to share with our friends! If you are interested in running the race, please email Sarah at [email protected].

http://www.cvilletenmiler.com/sponsors.html

SPONSORS Carter Myers Automotive (CMA)

Today is International Women’s Day and we want to celebrate our own, Elizabeth Morris. Elizabeth joined the industry at age 26 and in her 30 years of dedication, she is now an Owner and the Managing Director of Morris & Wells Wealth Management.

Please contact Elizabeth today to set up a financial wellness check.

Morris & Wells Wealth Management updated their business hours.

Now it's easier to contact Morris & Wells Wealth Management.