Dear Clients and Friends,
Our new website begins with three words: Wealth with Purpose. They get to the heart of what we believe money is for: helping you build a fulfilling life and care for what matters to you.
What started with our transition from Commonwealth to Schwab grew into a much bigger project. It gave us a chance to take a fresh look at how we tell MOR’s story. A lot has happened over the past 15 years, and it was time for our website and visual identity to better reflect our values and who we have become.
So, welcome to our new look. We would love to show you the thinking behind it.
Introducing the new MOR
Our next chapter,
in 65 seconds.
A fresh look. A new website. More ways to stay connected with the people and ideas behind MOR.
What wealth with purpose means to us
Growing wealth matters. So does understanding the risks you take along the way. Our work brings those responsibilities together with a more personal question: What do you want your wealth to make possible?
For one family, that might mean more time together. For another, it might mean helping a child find their footing, caring for a parent, or supporting a cause that has become part of their life. Often, it means having the confidence to make a decision without letting financial uncertainty take over the conversation.
Those answers shape the plan. They give investment decisions, estate planning, and charitable giving a shared direction. Our aim is to help you live a fulfilling life with less financial worry and a clearer understanding of the choices ahead.
That belief guides our team. Your priorities are personal, and our role is to understand them. There is room in the MOR family for different lives, different ambitions, and different ways of making a contribution.
Why we chose forest green
You will notice that our familiar navy blue has given way to forest green. We chose it to express our commitment to stewardship of the environment and of the communities that populate it.
Those responsibilities belong together. The places we live depend on healthy natural surroundings and on people looking out for one another. At MOR, stewardship asks us to think beyond the immediate transaction and consider what our decisions help sustain over time.
You can see that thinking in our long-running Giving with Purpose tradition, which highlights businesses that pair useful gifts with a contribution to the wider world. Our new color brings that same outlook into the way MOR presents itself.
Three strokes. Three responsibilities.
The three strokes beside our initials represent the Triple Bottom Line: People, Planet, Profit. It is a way of looking at business success that includes the effect a company has on people and the environment alongside its financial results.
People means the clients who trust us, the colleagues we work alongside, and the communities we are part of. It means treating people with care and remembering that financial decisions affect real lives.
Planet means taking our responsibility to the environment seriously. We share the world in which we build our wealth, raise our families, and make our plans. Its future belongs in our thinking.
Profit means that financial strength matters, too. A sustainable business needs it to keep serving people and supporting its commitments. For our clients, attention to financial goals, risk, and long-term planning remains central to the work.
The mark brings those responsibilities together in one small reminder of the broader picture we want to keep in view.
All are welcome here
At the bottom of our new website, you will find the Progress Pride flag. It makes visible our deeply held commitment to equal rights, inclusion, and basic human decency.
A conversation about money can also be a conversation about family, identity, relationships, and the future. You should be able to bring your whole life into that conversation and expect to be treated with respect.
This commitment has been part of MOR for years. Readers of our weekend letters may remember our 2017 celebration of LGBTQ Pride Month. The flag carries that welcome onto our new website, where anyone getting to know us can see it.
All are welcome here.
The welcome at the heart of our work.A new home for the conversation
The new website gives these ideas a home. You can spend time with the people behind MOR, explore the philosophy that guides our work, and see how our services connect the different parts of a family’s financial life.
You will also find The Steward, our home for writing and conversations about investing, family, community, and the thoughtful use of wealth. Our weekend reading and Quarterly Watch are ways to keep that conversation going between the moments when we sit down together.
We hope the site feels like the MOR you know, with more room to discover what matters to us and why. Thank you for the trust you place in our team, and for the conversations that continue to shape our work.
Take a look around. We are glad you are here.
Matt and the MOR family
Explore the new MOR