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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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  • Four Numbers You Need to Know Now
    When it comes to your finances, you might easily overlook some of the numbers that really count. Here are four to pay attention to now that might really matter in the
  • Student Loan Debt: It Isn't Just for Millennials
    It's no secret that today's college graduates face record amounts of debt. Approximately 68% of the graduating class of 2015 had student loan debt, with an average debt
  • Expect the Unexpected: What to Do If You Become Disabled
    In a recent survey, 46% of retirees said they retired earlier than planned, and not necessarily because they chose to do so. In fact, many said they
  • What is a funeral trust?
    A funeral trust is an arrangement entered into with a provider of funeral or burial services. Prepaying funeral expenses may allow you to "lock in" costs for future
  • What is a pet trust?
    A pet trust is an arrangement to provide for the care and financial support of your pet(s) upon your disability or death. You fund the trust with property or cash that
    
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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.