Jason T Morris
President & Founder
Fee-Only financial planner and investment advisor located in Wilton, Connecticut, serving clients locally AND virtually across all 50 States.
Jason T. Morris is a Wilton, Connecticut based financial planner and investment advisor with over twenty years of Wall Street experience serving institutional investors.
Now serving families, individuals and small businesses, he started MentorWealth LLC to provide comprehensive financial planning and professional investment management solutions to clients to help organize, grow and protect their net worth throughout all of life’s transitions.
As a fee-only, fiduciary, and independent financial advisor, Jason Morris is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice. (In other words, the way it should be).
I help families, individuals, and small businesses achieve their financial dreams through disciplined decision making, modern tools, and complete transparency.
I provide holistic financial planning & professional investment management services. I am a CERTIFIED FINANCIAL PLANNER™ with over 20 years of investment management experience.
I work on a Fee-Only basis, which allows me to be 100% committed to my clients. I am a member of both the NAPFA and the FPA.
MentorWealth is an independent, fee-only advisory firm locally serving Connecticut and virtually serving all 50 States! Focused on comprehensive financial planning and personalized investment solutions, we serve as your family's CFO.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Jason Morris is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Jason Morris is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Jason Morris is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Jason Morris is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Jason T Morris
15 River Road
Wilton, CT 06897