Chris Morris & Associates

CMA Wizards is a leading financial services firm dedicated to helping individuals and families plan for their financial future. Our mission is to serve you by offering comprehensive financial services in the areas of financial planning, money management, estate planning, insurance, tax preparation, and tax planning. We are committed to the highest ethical standards and strive to put your financial success above all other considerations.

Our Approach

At CMA Wizards, we take a quantitative approach to investing, using state-of-the-art technology and advanced analytical tools to help our clients achieve their financial goals. Our team of experienced professionals works closely with each client to develop a customized financial plan that aligns with their unique needs, values, and objectives.

We believe that financial planning is a lifelong process, and we are committed to providing ongoing support and guidance to help our clients stay on track and adjust their plans as their circumstances change. Whether you are just starting out, planning for retirement, or looking to preserve and grow your wealth, we are here to help you navigate the complex world of finance and make informed decisions that will help you achieve your financial goals.

Deliverables

At CMA Wizards, we offer a wide range of financial services, including:

• Financial Planning: We work with you to develop a comprehensive financial plan that takes into account your income, expenses, assets, liabilities, and goals. We help you prioritize your goals, create a budget, and develop a savings and investment strategy to help you achieve them.
• Money Management: We help you manage your investments, monitor your portfolio performance, and make adjustments as needed to help you stay on track and achieve your financial goals.