At Morse Wealth Management, LLC, we believe there is no substitute for knowledge and experience when helping you to successfully manage your financial life. Our founding partners, Joseph Morse and Carlton Morse, are a father and son team who share over 50 years of combined financial services experience. They established their business after many years as employees of major brokerage firms, and together, have since built an independent wealth advisory practice that seeks to prudently help manage your financial and life goals.
As your trusted advisors, we will:
- Collaboratively guide you through various stages of wealth management and address your complete financial journey.
- Ensure you receive timely, relevant guidance based on educated perspectives and personal attention.
- Empower your decisions with information while addressing your evolving needs and goals.
At Morse Wealth Management, you're more than a client. We view you as an extended member of our family, receiving guidance and a lasting relationship built on insight, integrity and trust in everything we do.
Firm Profile
Morse Wealth Management has roots dating back three decades, and we've advised many of our clients and their families since Joseph Morse entered the industry in the late 1970s. Because our client relationships are highly important to us, we formed our advisory practice on the belief that we could best serve our clients in an autonomous business environment. To support this priority, we’ve maintained two principles:
- Remaining a small, independent practice is essential.
- Our clients deserve the resources of a major securities firm for the clearing and custody of their assets.
We believe we achieved our goal through our association with Wells Fargo Advisors Financial Network. Since beginning with our very first client, we are proud of the relationships we have nurtured throughout the years and look forward to the new wealth management opportunities we have yet to inspire.
Our History
- 1977 — Joseph Morse (Joe) began his career in the securities industry as an Account Executive with Merrill Lynch, in what has since become the USO Building in Downtown San Diego.
- Early 1980s — Joe was the founding member of the Merrill Lynch office in La Mesa, Ca.
- 1980s through 1990s — As the industry changed, Joe transformed his traditional stock and bond business into one concentrating more on advising clients and managing assets, resulting in a growing clientele base.
- 1992 — Joe's son Carlton Morse joined the La Mesa office of Merrill Lynch, and he attained the company designation of Certified Financial Manager.
- 1998 — Joe and Carlton joined Morgan Stanley Smith Barney where they decided to enhance the depth of their services with advanced industry knowledge and education.
- 2002 — Carlton earned a certification in Financial Planning from the San Diego State University, Graduate School of Business.
- 2003 — Carlton received his Certified Financial PlannerTM designation.
- 2007 — Carlton attained the Certified Investment Management Analyst (CIMA®) designation granted by the Investment Management Consultants Association after completing investment management coursework at the Haas School of Business, University of California, Berkeley.
- 2008 — Joe and Carlton formed the wealth advisory practice Morse Wealth Management, LLC to better serve their clients in an independent setting, offering products and services through Wells Fargo Advisors Financial Network.
- 2010 and 2011 — San Diego Magazine recognizes Joe Morse and Carlton Morse as FIVE STAR1 Wealth Managers two years in a row.