Jason T. Morris, CFP® MentorWealth LLC

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About Jason T Morris, CFP®

After almost two decades on Wall Street as an analyst, portfolio manager, and entrepreneur, I decided to move to Main Street for the second half of my working life. I enjoy helping people and believe that Main Street will offer me more opportunities to do just that.

I also am a CERTIFIED FINANCIAL PLANNER™. I believe that the process of financial planning is invaluable when it comes to building wealth over our lifetimes. Having a clear, comprehensive plan in place (AND implementing it!) can help you stay the course over the long term, avoid pitfalls, and avoid unnecessary risks.

I believe in the incredible power of modern technology to solve our problems, and that those who wield it most effectively reap the most significant rewards over time. I have attempted to intelligently apply technology to the task at hand throughout my entire life. Beginning first in 1984, I used a computer network to research and write a report for school (I used a dial-up service called CompuServe, which was pre-www). And over the years I’ve managed to remain ahead of the curve, primarily because I love technology and discovering solutions that work for me and my work.

I am married to my beautiful wife Megan and have three amazing school-aged children. I was born and raised in Connecticut and now reside in Wilton, CT. I graduated from Fairfield Prep in ’91 and Georgetown University in ’95. We have three dogs and a cat, love to ski as a family and are active members of our community. I’m a dedicated member of the board of our local YMCA, Riverbrook Regional YMCA, for the past four years. I love to golf, play my guitars, and to spend time with my extended family.

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Ideal Clients

  • Family Financial Planning
  • Financial Independence Retire Early (FIRE)
  • Gen X
  • Wealth Management

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee

Fee Options

  • Monthly Fee: $250+/mo
  • Flat Fee: $4,000+/engagement

SEC Records

States Registered

  • Connecticut

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