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212-470-4283

will@wmdoctors.com

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Willert Morris Financial Management

Willert Morris Financial Management

Financial Advisor in Palm Springs, CA

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About Us

About Willert Morris Financial Planning

Willert Morris Wealth Management is an independent financial advisory firm that does things differently. Our mission at Willert Morris Wealth Management is to be all things to a few selected clients. We want every one of our clients to feel like they are the ONLY client we work with. This allows us to narrow down our focus and truly specialize in the services we offer. 

Our clients are successful and busy business owners and physician entrepreneurs who spend their days taking care of others. Though they may come from different walks of life and have different dreams and goals, they share the desire to optimize their finances and maximize business growth, all with the future in mind. 

Through our comprehensive suite of services,  proven 7-step process, tax focus, and collaboration with subject matter experts, we give you the tools and help you need to make this a reality. 


About Willert Morris

Willert Morris is the founder of Willert Morris Wealth Management with over 20 years of experience in the financial industry. His passion for helping his niche group of clients achieve financial wellness through tailored strategies sets him apart. He received a bachelor’s degree in economics from Cornell University and an MBA in finance and international management from New York University’s Leonard N. Stern School of Business.

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Contact

Willert Morris Wealth Management, LLC.
244 Madison Ave, Ste 242
New York, NY 10016
212-470-4283

Investment advisory services offered through LifePro Asset Management, LLC, a registered investment adviser. WM Wealth Management, LLC and LifePro Asset Management, LLC are unaffiliated entities. For registration information on our firm, please go to https://adviserinfo.sec.gov/ and search for LifePro Asset Management, LLC or by our CRD # 285252. Advisory services are only offered to clients or prospective clients where LifePro Asset Management, LLC and its representatives are properly licensed or exempted.


Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier. Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by carrier. Annuities are NOT FDIC insured.


No information provided on this site is intended as a solicitation to buy or sell any security. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Advisor), will be profitable or equal any historical performance level(s).


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