Morse Wealth Management

At Morse Wealth Management, you're more than a client. We view you as an extended family member and build lasting relationships where insight, integrity, and trust drive everything we do. Our team of experienced financial consultants is dedicated to providing personalized wealth management services to individuals, families, and businesses in La Mesa, CA. With roots dating back over four decades, we've advised many of our clients and their families since founding partner Joseph Morse (retired) entered the industry in the late 1970s, and his son, Carlton, joined him in 1992.

Our Mission

Our mission is to guide each person as they build a stable foundation for thoughtfully managing their financial and life goals. We believe that every decision you make must connect to move your goals forward, and we're committed to providing comprehensive wealth management solutions that align with your values and objectives. From retirement planning to insurance protection, estate planning, and beyond, we'll work closely with you to create a personalized plan that addresses your complete financial situation.

Our Services

At Morse Wealth Management, we offer a wide range of wealth management services designed to help you achieve financial prosperity. Our services include:

• Comprehensive financial planning
• Investment management
• Retirement planning
• Estate planning
• Insurance protection
• Wealth transfer strategies
• Tax planning

How We're Different

We're different from other wealth management firms because we're an independent practice focused on providing personalized services to our clients. We're not bound by the constraints of a large institution, and we're free to offer objective, unbiased advice that's in your best interests. Our goal is to build lasting relationships with our clients, and we're committed to providing exceptional service and guidance every step of the way.

Read Our Blog

Stay informed about the latest financial news and trends with our blog. Our team of experts regularly publishes articles on topics that matter to your financial life, including research, analysis, and insights to help you make informed decisions. Whether you're looking for tips on retirement planning or estate planning strategies, we've got you covered.

Our Values

At Morse Wealth Management, we're committed to putting our clients first. Our service values include:

• Encouraging informed, collaborative decision-making
• Providing goals-based planning
• Supporting you through a lifelong relationship
• Offering financial guidance based on educated perspectives and personal attention