Customized portfolio construction that utilizes both public and private equity as well as fixed-income products, with a focus on volatility and risk mitigation. Legacy Planning includes wills, trusts, and other estate-related resources, as well as both short-and long-term charitable giving. Profit: Our goal is to maximize our clients' investment profits without sacrificing the world we all share.
Services
Among our primary objectives is the construction of socially responsible portfolios that don't sacrifice investment performance. We balance the protection of your current assets with the pursuit of future growth by building your portfolio with a focus on risk management. We use traditional investments as well as private investments that are not accessible at many investment firms.
Matthew was born and raised in Cherry Hill, New Jersey, and earned a degree in American Studies from Brandeis University. He returned to Philadelphia 16 years ago when he began his career in financial services with Morgan Stanley. In 2006, he joined the firm Smith Barney, which eventually merged with his alma mater, forming Morgan Stanley Smith Barney.
MOR Wealth Management has a deeply seeded commitment to the community and environmental stewardship which permeates every aspect of our service and purpose. Warren Buffett once said, "If you're in the luckiest one percent of humanity, you owe it to the rest of humanity to think about the other 99 percent."
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