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.

Upcoming Events
  • Client Appreciation Dinner
    Thursday, November 12, 2015
    6:30 PM - 9:00 PM
    Morton Wealth Management celebrates 25 years!
Latest Video Client Alert
  • Six Common 401(k) Plan Misconceptions
    Do you really know as much as you think you do about your 401(k) plan? Let's find out.
  • 2015 Year-End Tax Planning Basics
    As the end of the 2015 tax year approaches, set aside some time to evaluate your situation and consider potential opportunities. Effective year-end planning
  • Frequently Asked Questions on Opening a 529 Plan Account
    529 plans are savings vehicles tailor-made for college. Anyone can open an account, lifetime contribution limits are typically over $300,000, and 529
  • My employer now offers wellness benefits as part of its employee benefits package. But what are they?
    It's no surprise that your company has started offering wellness benefits, since many employers are already offering these types of programs as part
  • How do I compare my health insurance options during open enrollment?
    The decisions you make during open enrollment season regarding health insurance are especially important, since you generally must stick with the
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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

Select the links to learn more about our Disclosure Policy and Privacy Statement

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.