About MPWS, Inc.

Morton Private Wealth Strategies, Inc.’s primary goal is to help people achieve their financial goals by creating solid plans and investment strategies encompassing their needs of today with their desires for their future. Throughout the years, their motto has been: “For Today, Tomorrow, and Beyond.” Their motivation is to provide not only for their client’s ability to have a life well lived, but also for their client’s heirs and philanthropic missions. With more than 85 years of combined experience, this guiding principle has shaped everything they do with their clients and team.

Morton Private Wealth Strategies, Inc. offers thoughtful service and tailored strategies to meet individual and institutional needs. Through their relationship with Raymond James Financial Services, Inc. (RJFS), they deliver resources to match the most prominent firms’ capabilities while focusing on close-knit relationships.

About the Founders:

MPWS, Inc. was founded in 2012 by Jim and Kathy Morton. With over 75 years of combined experience, Kathy and Jim have successfully helped clients create solid planning and investment strategies to pursue their financial goals.

For more than 42 years, Jim Morton has provided highly personalized wealth management services to individuals desiring a comfortable retirement. He has achieved the Chartered Financial Consultant (ChFC®) designation and the Retirement Income Certified Professional (RICP®) designation, demonstrating his commitment to offering clients the most practical and current strategies to generate lifelong retirement income. Jim earned his bachelor’s degree in Business Administration from the University of Massachusetts at Amherst.

Kathy has earned the Chartered Financial Consultant (ChFC®) designation demonstrating her knowledge and expertise in financial planning. She earned her bachelor’s degree in Business Administration from Western New England University and is a long-time member of the Society of Financial Service Professionals (FSP™).