Updated: Jun 22, 2022
Dear Clients and Friends,
I am extremely proud to announce that for the eighth time, Crescendo Business Services and Philadelphia Magazine have recognized my staff and me as a “FIVE STAR Wealth Manager.” Though this is hardly the first time we’ve achieved this coveted accolade, the pride we share is no less this time around.
For many years, I have maintained that this honor should be shared by our entire family, both staff and clients, because it is directly related to the mutual trust that all of you have put into us. It is this trust which helps empower us to operate swiftly, efficiently, and to strive to circumnavigate undue risk.
Just as importantly, this trust allows MOR Wealth Management to pursue considerable socially responsible investment practices. We often pride ourselves on having built a practice around such a community minded family of clientele. Only with our shared commitment to community, to the environment, and to each other, have we accomplished such great things together.
I am very proud of all that we’ve accomplished, especially in light of such a challenging decade. As I often say, ”Thank you for helping me help you.” Please see the attached press release which includes a complete description of the parameters of this accolade. I wish all of you wonderful winter holiday and I look forward to seeing all of you again soon! With sincere gratitude, from your entire MORWM family!
Matthew Ramer, AIF® Principal, Financial Advisor MOR Wealth Management, LLC
1801 Market Street, Suite 2435 Philadelphia, PA 19103 P: 267.930-8301 | c: 215-694-4784 | f: 267.284.4847 |
601 21st Street, Suite 300 Vero Beach, FL 32960 P: 772-453-2810
The majority of this content was written and distributed MOR Wealth Management, all rights reserved. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a registered investment adviser. Fixed insurance products and services offered through CES Insurance Agency.