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
  • Retirement, and the living is easy....
    Wednesday, February 10, 2016
    2:00 PM - 4:00 PM
    
Latest Video Client Alert
Newsletters
  • Changes to Social Security Claiming Strategies
    The Bipartisan Budget Act of 2015 included a section titled "Closure of Unintended Loopholes" that ends two Social Security claiming strategies that have become
  • Filing Your 2015 Federal Income Tax Return
    Whether you're preparing your own tax return or paying someone to do it for you, tax season can be a stressful time of year. Make things easier on yourself by pulling
  • Quiz: Which Birthdays Are Financial Milestones?
    When it comes to your finances, some birthdays are more important than others. Take this quiz to see if you can identify the ages that might trigger financial changes.
  • What are required minimum distributions (RMDs)?
    Traditional IRAs and employer retirement plans such as 401(k)s and 403(b)s offer several tax advantages, including the ability to defer income taxes on both
  • Should I delay taking my first RMD?
    Your first RMD from a traditional IRA and an employer retirement plan must be taken for the calendar year in which you turn 70-1/2. However, if you're still working, you
    
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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.