Morris & Wells Wealth Management - Charlottesville, Virginia

cvillecun2000

My husband and I moved to Charlottesville,VA in 2000. Within a year or so we found Darrell and King and were quite pleased with our interactions with them. And now, over 20 years later we work with Morris and Wells (formerly Darrell and King who have retired from full time work). Beth Morris and John Wells have been very helpful to us in managing our investments. What I appreciate the most is that it is not just a business relationship. They have met our now grown children and it really feels as though they care for us as a whole. As we approach retirement their insights and support are even more valuable.

Chuck H.

I have been a client of Morris and Wells (previously known as Darrell and King) for over 30 years and have been very satisfied with their results and way of doing business. Their management of my portfolios has served me well over the years. They are always very accessible and responsive to customer questions and requests and you are a known person rather than merely another account. They provide good communication to customers on their investment philosophy and views on the market and are a steady rudder in times of market turbulence. I have been very pleased as a client of Morris and Wells.

Elizabeth C.

Morris and Wells are an extremely professional, insightful and responsive firm. We have worked with them for 20 years and highly recommend them.

Sue B.

Morris & Wells (previously Darrell and King) have been managing and advising us on our portfolio for over 12 years and we are confident in their professional abilities. They are incredible advisers and listeners. We have been impressed by their quick response, reliability and guidance to help build our portfolio. They have earned our trust and we have recommended them to friends and will continue to do so.

Dr W.

I am so much more confident in how my savings and retirement funds are managed since I have been a client of Morris & Wells - and I’ve been with them for many years. The entire team is competent, insightful about the market and other investments, and both professional and friendly. Working with John and Beth, I am considered as a colleague rather than a customer. They gained my trust years ago, and they have managed my assets in a very beneficial way for me. Can’t ask for better.

Laura S.

Morris &Wells Wealth Management have high standards of excellence and knowledge of the financial world. They have always been responsive, warm and friendly. Both John Wells and Beth Morris have listen well to my financial needs and at the same time educate me about each of my holdings. I would recommend them to anyone looking to protect and grow their investments. I can’t speak more highly of this team.

Clint W.

Morris and Wells have been a tremendous partner and asset as we plan for our financial future. They are transparent, responsive, and very helpful for wealth management needs. Highly recommend!

Sheri N.

I've had the privilege of entrusting not only my personal financial future but our company's, as well, to Morris & Wells for over three and a half decades, and I couldn't be happier with the service they've provided. Their expertise in financial planning and wealth management is unparalleled.

From the moment the partners, I knew I was in capable hands. The team at Morris & Wells has consistently demonstrated a deep understanding of my financial goals, personally as well as corporately, providing tailored solutions that have not only met but exceeded my expectations.

Their dedication to transparency and open communication has been a cornerstone of our relationship. I've always felt informed and involved in decisions, no matter how big or small. This level of trust is something that sets Morris & Wells apart in the industry.

Over the years, they have consistently adapted to the changing financial landscape, ensuring that my portfolio remains diversified and well-balanced. Their ability to navigate both bull and bear markets has given me peace of mind during even the most challenging times.

But what truly sets Morris & Wells apart is their unwavering commitment to their clients. They've become more than just financial advisors; they're trusted partners who genuinely care about my financial well-being.

In short, Morris & Wells is not just a financial planning firm; they're a beacon of stability and excellence in an ever-changing financial world. I can't thank them enough for the invaluable guidance and support they've provided over the years. Here's to many more years of financial success together!

If you're seeking financial planning and wealth management services, look no further than Morris & Wells. You won't find a more dedicated, knowledgeable, and trustworthy team to help you achieve your financial goals.