What is MOR Wealth Management?
MOR Wealth Management stands as a prominent name in socially responsible investment management, estate planning, and family wealth management. Displaying deep-seated commitments to socially responsible investing and environmentally sustainable business practices, MOR Wealth Management operates with an ethos that encourages financial planning with a conscience. This registered Benefit Corporation (B-CORP®) has embedded the principles of ESG, philanthropy, and transparent financial planning into every aspect of its operations. From the heart of Philadelphia, MOR Wealth Management brings the ideals of SRI and responsible investment to life, creating strategies that serve individuals and communities alike… The approach is both innovative and reliable, combining traditional investment management with modern socially responsible practices.
Main Benefits and Key Figures
MOR Wealth Management offers several benefits that set it apart in the competitive arena of investment management:
- Registered as a Benefit Corporation (B-CORP®) showcasing its dedication to socially responsible practices.
- B-Corp Score of: 121.4, emphasizing strong operational and ethical commitments.
- Expertise in SRI, ESG, and philanthropy, ensuring that investments support sustainable development.
- Wide-ranging advisory services including estate planning, retirement planning, and tailored financial planning strategies.
- An experienced team that includes industry leaders like Matthew Ramer, Amy Killeen, Devin Rainone, and others who specialize in transforming financial visions into reality.
Commitment to Socially Responsible Investing
The core philosophy of MOR Wealth Management revolves around a steadfast commitment to both socially responsible investing and environmentally sustainable business practices. The use of ESG principles, intertwined with a recognition for philanthropy, guides every decision. This strategic focus ensures that investments not only generate financial returns but also contribute to societal progress. With their tagline proudly stating“SOCIALLY RESPONSIBLE INVESTMENT MANAGEMENT, ESTATE PLANNING AND FAMILY WEALTH MANAGEMENT,” the firm leaves no doubt about its priorities. Importantly, the team consistently integrates ecological and social criteria into traditional financial decision-making processes… This blend of financial acumen with responsible business practices provides a holistic approach to wealth management.
Expert Team for Financial Success
An integral element of MOR Wealth Management’s success is its diverse team of specialists who work meticulously behind the scenes. The expert lineup includes:
Matthew Ramer, AIF® – serving as Principal & CEO, sets the visionary goals and oversees operational excellence.
Amy Killeen – Vice President, Operations, ensuring smooth administrative and strategic functions.
Devin Rainone, CFA, CFP®, CRPC® – the experienced Financial Planner who tailors investment strategies to individual needs.
Gregory Johnson, CFA, CFP® – offers dedicated support as a Financial Planning Associate, crafting personalized financial plans.
Seth R. Hoffman, AIF®, CFPA – specializes as a Retirement Plan Specialist, highlighting the importance of long-term financial security.
Patricia Clarke, FPQP™ – works as a Qualified Financial Paraplanner, enhancing the detailed structuring of client portfolios.
Gabrielle Heimerling and Kirsten Warner – serve as Client Experience Associates, with Kirsten also focusing on Charitable Giving Coordination, emphasizing the firm’s ongoing commitment to philanthropy.
Location and Contact Excellence
Headquartered in Philadelphia, PA, MOR Wealth Management firmly roots its operational and community outreach in a locale known for its rich historical background and vibrant economic landscape. The office is physically located at 100 E Penn Square, Suite 400, Philadelphia, PA 19107, a detail that not only roots the company geographically but also symbolizes its commitment to transparent business practices. Contact through the telephone and fax is straightforward: call P. (267) 930-8300 or send a fax to F. (267) 284-4847. Direct email communications via info@morwm.com further foster an approachable and efficient means for clients to connect. These details echo the firm’s promise of clarity and ease of access, ensuring that inquiries and financial guidance remain within reach.
Project Impact on Global SDGs
- SDG 7: Affordable and Clean Energy – aligning investment strategies with sustainable energy practices.
- SDG 10: Reduced Inequalities – through designing inclusive financial advice and opportunities.
- SDG 11: Sustainable Cities and Communities – contributing to well-planned urban growth and community empowerment.
- SDG 13: Climate Action – integrating eco-friendly practices that support long-term environmental sustainability.
- SDG 17: Partnerships for the Goals – fostering collaborations that drive impactful changes in both the financial and philanthropic sectors.
Forward-Thinking Investment Strategy
At the heart of MOR Wealth Management lies a mission to empower clients to live fulfilling lives without financial worry. This mission statement reflects peace of mind, stewardship, and community commitment as key indicators of success. The ideals transcending traditional wealth management are seen in its comprehensive offering, spanning from estate planning and retirement planning to socially responsible investments that resonate with ESG criteria. The approach is refreshingly direct, sometimes punctuated by brief pauses… as one might naturally explain a cherished financial roadmap. The clarity in their full Mission Statement – available online at MOR Wealth Management Mission Statement – emphasizes the genuine commitment to guiding clients towards financial peace. The blend of casual communication with professional excellence renders the overall proposition both engaging and accessible, ensuring that every client, regardless of their financial background, can feel a part of this transformative journey.
