Morton Wealth Advisors is a registered investment advisor (RIA) firm providing independent, conflict-free consulting services including strategy development, implementation and monitoring of clients total portfolio. We offer varying levels of service to meet the unique needs of each client. Ranging from comprehensive portfolio oversight to research and reporting, our services are designed to meet each clients specific needs in the financial planning and investment process.

Our consulting and advisory services encompass the following areas necessary for investment decision making for our clients.

  • Where should we start our Morton relationship?

    • Evaluate your financial portfolio
    • Asset allocation and investment policy development
    • Capital markets and investment research
    • Portfolio implementation, evaluation and monitoring
    • Performance measurement and reporting
    • All of the above

As our business is focused on serving individual households, our scope of services are designed to be flexible and encompass a wide array of functions in addition to those stated above. We provide our clients with a precise investment plan, a hands-on advisory partnership, and an administrative support as required. We recognize the unique challenges clients face in managing their assets, including the impact of taxes, inflation, income needs, generational planning, philanthropic interest, and trust structures. When developing investment policies, we consider each clients specific financial objectives, liabilities, trust structures, educational needs, and risk tolerances. We also work closely with our clients legal and tax advisors to address the clients investment needs. If clients do not have suitable advisors in these areas, we can refer them to professional with whom we have long standing relationships, as well as research others that best fit their needs.

We recognize the important personal component involved in consulting to such investors. Since clients may have varying degrees of investment knowledge, we understand and appreciate the need to help educate those with less knowledgeable of the investment planning process. We respect our clients need for and sensitivity to issues of confidentiality.

We view strong and personal relationships with our clients as not only our fiduciary responsibility, but a key to our success as consultants, in ensuring that we fully understand and plan accordingly for their financial needs. To enable this level of service, we leverage technology, an experienced and well-rounded team, and external relationships with our expert advisors that we have cultivated over many years.

  • At Morton you are always the priority and your life events will dictate the process. Are you expecting any life event changes?

    • Marital status
    • Children
    • Occupation
    • Real estate
    • Retirement
    • other
  • What more can we help with OR what questions do you have?