Wealth management can enhance the enjoyment you get from life.

I provide the right mix of emotional support, financial guidance and sound solutions when you need them most.

What we do with our money has the power to change the world. When managed sustainably, this tool of wealth can be a powerful catalyst for impact. I am more than a portfolio manager; I am the partner you need to help you redefine wealth for yourself and implement a plan to leave our world a little better than we found it. Ultimately, I strive to provide the right mix of emotional support, financial guidance, and sound solutions when you and your family need them most. Money should not be taboo; investment management should not be mysterious, and our financial security should not be shrouded with shame.

Wealth should become more synonymous with gratitude and abundance not just the word “more.” Net worth is both tangible and intangible and my process strives to capitalize on both. When we begin to talk about money, it can become emotional, behavioral, and sometimes irrational. More importantly, it places itself at the heart of our fears, values, insecurities, and successes. Someone once told me, money is a vehicle, and it serves a purpose. We are not its servant and it does not control us. It is a means to an end and helps us to meet our goals, but is should never be the goal.

Read More About Sommer
My Experience
Meta Private Wealth: Sommer Morris
Learn More About Our Approach
RFG Advisory Leaf

Powered by RFG Advisory

As an independent advisor, we are empowered to serve our clients in-line with our values and our vision. So we’ve partnered with RFG, an innovative turnkey platform engineered specifically to support independent financial advisors like us. RFG handles much of the critical behind-the-scenes support required to run our successful business so that we can spend our time doing what we love — serving you, our clients.

  • Forbe's Top 100 RIA Firms
  • Award Winner 2022
  • RIA Channel Top 50 Wealth Managers by Growth Assets 2022
  • WSR Pathfinder Awards – Top Women Leaders in Wealth Management 2022
  • InvestmentNews Best Places to Work for Financial Advisers 2022
  • Women in Asset Management Award Series
  • ThinkAdvisor Luminaries 2021 Thought Leadership & Education
  • InvestmentNews Icons & Innovators
  • Best and Brightest Companies to Work for in the Nation 2021
  • 2020 & 2021 Industry Awards
  • Financial Times Top Financial Advisers 2020
  • Money Management Institute Barron’s Industry Awards
  • InvestmentNews Women to Watch

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