Mor Wealth Management

Our Family of Philanthropy

At MOR Wealth Management, we believe that success is not solely defined by financial prosperity. That's why we've made a commitment to giving back to our community. As a registered Benefit Corporation (B-Corp), we're dedicated to socially responsible investing and environmentally sustainable business practices. Our triple bottom line approach prioritizes not only financial returns but also people and the planet.

Investment Management Services

At MOR Wealth Management, we're committed to providing our clients with customized portfolio construction that utilizes a wide range of investment products, including public and private equity, fixed-income securities, and alternative assets. Our team of experienced investment professionals works closely with each client to understand their unique financial goals and objectives, and develops a tailored investment strategy designed to maximize returns while minimizing risk.

Legacy and Estate Planning

As part of our comprehensive financial planning services, we also offer legacy and estate planning expertise. Our team can help you create a will, establish trusts, and develop a strategy for long-term charitable giving. Whether you're planning for the transfer of assets to future generations or making a lasting impact on your community, we'll work with you to ensure your goals are met.

Philanthropy Services

At MOR Wealth Management, we believe that philanthropy is not just about giving, but about creating a lasting impact. Our team is dedicated to supporting charitable causes and organizations that align with our values. From charitable giving strategies to impact investing, we'll work with you to make a meaningful difference in the world.

Meet Our Team

Our team of experienced professionals is dedicated to empowering our clients to live fulfilling lives without financial worry. With a deep commitment to our clients and our community, we're proud to serve individuals and families from all walks of life. Meet our team below:

Matthew Ramer, AIF Principal & CEO

Matt is a seasoned financial professional with over 20 years of experience in the financial services industry. A registered investment advisor, Matt specializes in financial and investment management for high net worth individuals and charitable organizations. He is also a passionate philanthropist, dedicating over 1,200 hours to community service in the last six years.

Amy Killeen, Vice President, Operations

Amy brings significant experience in the financial services industry to our team. With a background in fixed income research and client service, Amy is dedicated to providing exceptional client service and ensuring the smooth operation of our office.

Devin Rainone, CFP, CRPC Financial Planner

Devin is a CERTIFIED FINANCIAL PLANNER TM (CFP) Professional and a Chartered Retirement Planning Counselor (CRPC). With a degree in International Business and a triple concentration in Finance, Economics, and Investments, Devin specializes in financial planning, investment strategy, and retirement planning.

Seth R. Hoffman, AIF, CFPA

Seth is a seasoned financial professional with extensive experience in institutional investment monitoring and corporate retirement planning. With a background in finance and international business, Seth is dedicated to providing expert guidance on workplace retirement plans and institutional investments.