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Morton Wealth Management is a fee-based consulting firm providing comprehensive wealth management, financial planning and investment management services to high net worth individuals and families.

We are an innovative firm committed to high standards of ethical conduct and technical competence.  Our objective is to help our clients attain their goals through sound financial advice and personalized service.  Morton Wealth Management is staffed with a skilled and seasoned team focused on professional excellence and client satisfaction.

We are registered with the Securities and Exchange Commission as an investment advisory firm. Our professional advisors are committed to the highest standards of ethical conduct and technical competence. All of our advisors hold one or more well respected accreditations in the financial services industry including Certified Financial PlannerĀ® (CFP) and Certified Public Accountant (CPA). We assist clients with a variety of financial planning and wealth management issues.

We are DEDICATED to helping our clients achieve their life goals, both financial and non-financial.
We are EXPERIENCED professionals who believe each client is unique and deserves exceptional, personalized service.
Acting as a TRUSTED advisor, we put our client's interests first by providing independent solutions.

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  • Playing Catch-Up with Your 401(k) or IRA
    A recent survey of baby boomers (ages 53 to 69) found that just 24% were confident they would have enough money to last throughout retirement. Forty-five percent had no
  • The Giving Season: Six Tips for Making Smart and Effective Charitable Donations This Holiday Season
    The holidays are a popular time for charitable donations. With so many charities to choose from, it's more important than ever to ensure
  • What It Means to Be a Financial Caregiver for Your Parents
    If you are the adult child of aging parents, you may find yourself in the position of someday having to assist them with handling their finances.
  • What should I evaluate when considering a new job offer?
    Today, few people stay with one employer until retirement. Instead, it's likely that at some point during your career, you'll be searching for a new
  • I received a new job offer but the salary is low. Should I make a counteroffer?
    Probably. Getting paid less than you should when starting a new job can affect not only your current paycheck but also your long-term
    
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628 Green Valley Rd., Suite 206  Greensboro, NC 27410      ph: 336-294-8585      toll free: 888-434-5040      fax: 336-294-4725

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At certain places on this Morton Wealth Management LLC internet site, live links to other internet addresses can be accessed.  Such external internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of Morton Wealth Management LLC.  Morton Wealth Management LLC does not endorse, approve, certify, or control these external internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses.  Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness.  Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by Morton Wealth Management LLC.

 


Check the background of this financial professional on FINRA's BrokerCheck.