An independent and privately owned wealth management practice committed to delivering objective and personalized advice in the best interest of clients 

A team of experienced professionals with a 25-year history of
providing strategic financial planning services that are targeted to meet specific client needs 

Focused on building lasting relationships through superior service, knowledge and insight, MWM is committed to helping clients pursue long-term financial success

Our comprehensive service offering is founded on deep experience in working one-on-one with individuals, business owners and corporations. We strive to provide the highest standard of care, across the spectrum of personal and business wealth management needs.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.  Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Morristown Wealth Management, LLP is not a registered broker/dealer and is independent of Raymond James Financial Services. 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.  Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm

Morristown Wealth Management

Org chart

Teams

Offices