About Us

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.

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Our Approach

Our holistic approach to managing your assets lets you write your own advisory journey. As your advisors, we believe our responsibility is to effectively guide you toward wise decisions where objective, meaningful strategies are the foundation of everything we recommend. In the end, however, the investment path you choose to take is ultimately yours to create — not ours. By empowering you with informed guidance, we believe you are well positioned to envision and fulfill your financial journey.

We seek to simplify your financial life and work hard to not only earn your trust, but continually deserve your respect in everything we do. Honest and open communication based on genuine concern is a critical component in our interaction with each other and our clients. We strive to reflect that belief in every individual we advise and portfolio we help clients build.

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Community Outreach

At Morse Wealth Management, only one focus drives our commitment as much as caring for our clients: continually fostering the community we live and work in. You see, not only are our business roots in Southern California, so are our families'. Both of our partners, Joe Morse and his son Carlton, were born and raised here. So, ensuring our community is constantly cared for truly is close to our souls.

From our perspective, if you don't give back to your community, then there's nothing left for your community to engage in. Standing up and serving for causes we believe in not only ensures that today's citizens enjoy a vibrant lifestyle, but that future generations do, as well. Whether volunteering for an organization or contributing in other manners, we continually believe playing an active part in improving, revitalizing and nurturing our local region is a responsibility we must uphold — and we are proud to do so with every opportunity.

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