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MOR Wealth Management

Member since 2017
1801 Market Street, Suite 2435, Suite 2435
Suite 2435
Philadelphia, PA 19103
2679308300
Locally-Owned
Many high net worth individuals and charitable organizations face unique challenges, concerns, and rules regarding investing and planning. Our mission at MOR Wealth Management is help clients avoid risk they do not fully understand, and to empower our clients to live on their own terms without financial worry. The financial services industry is a jungle. Trust is paramount and hard to come by. Engage with us and experience the difference!

No matter what your level of wealth, working with us can help you pursue your goals. Together, we will go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. The process starts by examining the wealth strategies universe and its modules:

  • Accumulation: how to target asset growth

  • Risk management: how to protect your assets

  • Taxation: how to minimize your tax burden

  • Retirement planning: how to target, plan for, and transition into retirement in a tax-advantaged way

  • Estate planning: how to preserve your assets

  • Charitable giving: insights into charitable giving for both charitable organizations and individuals.

Create a comprehensive plan
By exploring each module in detail, we will determine which ones require our immediate attention and which ones are more long-term in nature. From our findings, we will assemble an implementation plan for your financial future.

Support your financial goals
Working in partnership with us helps to simplify the complexities of your financial life by focusing on managing your wealth in a systematic way for the long term.

Questions about this profile? Contact SBN