Mor Wealth Management is a Philadelphia-based financial firm that specializes in socially responsible investment management, estate planning, and family wealth management. As a registered Benefit Corporation, they are committed to sustainable business practices and prioritize the well-being of both their clients and the environment.
With a focus on risk mitigation and volatility, Mor Wealth Management offers customized portfolio construction that includes public and private equity, as well as fixed-income products. Their legacy estate planning services encompass wills, trusts, and charitable giving, ensuring long-term financial security and a positive impact on the community.
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