Our process is simple: it is all about you, your family and future.  
 
At Morton, we believe that wealth must be managed personally if it is to truly enhance your life.  This core value deeply resonates with our clients, many of whom have been with us for decades. It is the central focus of our team and the driver of our advice. 
  
It’s why, from our inception, we rejected the traditional model of selling products and charging commissions.  We have always believed that commissions create biased advice, rather than leaving us open to choose the investments in your best interest and suited to your personality.  
 
It’s why we are innovative in broadening our investment offerings, beyond just stocks and bonds, to redefine what ’diversifying a portfolio to protect your wealth’ truly means. 
  
And it’s why you’ll be supported by a team, not just an individual, who will sit side-by-side with you over the life of your portfolio to ensure it is as effective for your family today as it is for generations to come - no matter what the future throws your way. 
  
Our partnership is not about us, it is about you; our commitment to you is that your wealth will be managed personally. After all, what is truly most important is that you get the most life out of your wealth.

Investment Management

Morton Wealth

Jeff Sarti

Stacey McKinnon

Stacey Mckinnon

Sarah Boughton

Dan Charoenrath

Clarisse Sullivan

Adam Bartkoski

Menachem Striks

Meghan Pinchuk

The Wealth Management and Financial Planning team at Morton Wealth focuses on delivering personalized financial strategies tailored to each client's unique goals and circumstances. By rejecting traditional commission-based models, the team prioritizes unbiased advice and innovative investment offerings to effectively diversify portfolios. Committed to building long-lasting relationships, the team works collaboratively to ensure clients' wealth is managed holistically, providing support that adapts to their evolving needs and those of future generations.

Wealth Management and Financial Planning

Client Operations

Finance and Operations

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Wealth Management and Financial Planning

About

Team members

Other teams at Morton Wealth

Client Operations

Finance and Operations

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Wealth Management and Financial Planning

About

Team members

Other teams at Morton Wealth

Client Operations

Finance and Operations

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