Morey Perlmutter Senior Vice President Morey Perlmutter brings over 30 years of experience and a passion for guiding individuals and families through life’s most important financial decisions. His journey into wealth management began with a simple belief: every client deserves a plan that reflects their goals, values, and dreams, not just their balance sheet. What sets Morey apart is his ability to combine technical expertise with genuine connection. As a Certified Investment Management Analyst® (CIMA®), he offers advanced strategies in retirement income planning, high-net-worth wealth management, philanthropic giving, and succession planning. His clients include business owners, executives, medical professionals, retirees, and professional athletes, all seeking personalized solutions to help their families and preserve legacies. Morey’s approach starts with listening. He takes time to understand what matters most, then crafts strategies that align with both financial and personal priorities. His greatest reward? Seeing plans come to life, whether it’s funding a child’s education, creating a charitable legacy, or helping to ensure a secure retirement. Outside the office, Morey enjoys traveling, golfing, and spending time with his wife, Kara, and their three children in beautiful Colorado. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Legacy Wealth Management is a separate entity from WFAFN.