The professionals at Morton Private Wealth Strategies serve clients by designing customized financial plans that help provide the confidence and independence to enjoy life today without sacrificing tomorrow.The team accomplishes this by guiding individuals, families, business owners, and both non-profit organizations and its members through a multi-step consultative wealth management process that helps create a customized financial plan.
With more than 60 years of combined experience, Kathy and Jim Morton have successfully helped clients create solid planning and investment strategies to pursue their financial goals. Not only do Kathy and Jim look at where you are today, design and monitor plans to help you get to where you would like to be tomorrow, but they also take into consideration the legacy you would like to provide.
Having experienced challenging and rewarding market cycles, they bring a seasoned perspective to increasingly complex investment situations and ever-changing market conditions.
Kathy and Jim have had the pleasure of assisting a diverse group of clients with a broad array of objectives, including:
- Retirement Income Planning
- College Planning
- Long Term Care Planning
- Tax Mitigation Strategies
- Risk Management Strategies
- Liability and Expense Management
- Gifting and Wealth Transfer Strategies
Ultimately, they stand ready to be the one stop solution for your long-term financial plan.
Whether the outcome is purchasing a home, retirement income, funding of leisure activities or financing college, the team at Morton Private Wealth Strategies has the knowledge and experience to help achieve the right balance of risk and return that bring confidence to their clients.
