Morton Wealth

When my wife retired, we interviewed several wealth management companies. We had a detailed list with high expectations. We met with Eric Selter and found him to be knowledgeable, personable, and professional. He listened and responded to our needs. Over the years Eric and his team have exceeded our expectations with fabulous service and results. We'd give them six stars, if possible. Morton Wealth continues to provide us with timely updates and relevant response to the ever-changing business environm

Having the Morton team in my life has been the most incredible gift. I was never taught how to think about my financial well-being, talk about my financial well-being, or manage my financial well-being. EVERYONE at Morton has embraced me and supported my family in every way possible. The burden of shame I felt has been lifted, and now I have trusted partners helping me invest in myself and my future. My wish for everyone is that they get the Morton Wealth experience because it's extraordinary.

I have been a Client of Morton Wealth for over 10 years and am extremely satisfied both with the performance of my portfolio and the quality of client service. The team is always available to answer questions, and is very proactive in terms of offering me information and consultation to help in my financial planning. They are just great to deal with! Highly recommend and trust Morton Wealth.

As a client of Morton Wealth for over 10 years, I highly recommend their Fiduciary investment services for two important reasons: 1) Beyond traditional stock and bond investments, they offer unique alternative investment opportunities that perfectly fit my long term investment requirements and short term cash flow needs. 2) Their advisors and management have taken a personal interest in both my financial goals and my personal goals which makes me feel more like "family" than just one of many large instituti

I began with Morton in 2001 by changing jobs and taking my 401K and converting to an IRA for them to manage. As the years continued they managed while I added additional funds as my career grew, and now I am one year retired. They managed my portfolio from aggressive to conservative over the years as my situation changed. They have helped guide me on a diverse portfolio including income producing funds as a revenue stream since my situation changed with retirement. I have complete trust in Morton Wealth as

I have been with Morton for more than 25 years, and have been delighted with the results. Even in bad times, my portfolio has performed well under their exceptional guidance. They actually listen to me and they don't "churn" my account for extra commissions -- because they don't get paid on a commission basis. I consider myself to be very lucky to have them on my team.

Morton Wealth in general and Stacey McKinnon in particular have guided me through every major decision that I have encountered. I am so grateful to have them to rely on when necessary. It is a great comfort to have them in my corner. All of their advice comes with my best interests in mind and they have earned my respect and trust for the past twenty years.

We have been clients for many years. As Morton has grown we have seen how invested they are to each person that had entrusted their finances with them. With their help we have been able to retire with the confidence that we are in a great financial position to enjoy our golden years.

As a widow who never had to manage my own investments, Morton Wealth has been wonderful. They have programs specifically for women to help us understand our finances and how to plan for our future. They make great recommendations and encourage our own personal decisions.

Their management of my money has given me piece of mind. They have protected me well from the downs and met my expectations on the ups. Without them I would be wandering a financial wilderness. And they are great people. Morton has built the kind of organization that other businesses envy. Excelent, friendly fair, super competent, and good feeling all around.

My husband and I are very pleased with Morton Wealth. Joe Seetoo has been our main contact there, and he has guided us through our finances and investments for many years now, to success. He listens to our needs and the whole team is very responsive. I highly recommend Morton Wealth.

I have been with this firm for many years. They are not commission driven. Their objective is to fulfil my financial objectives. . And they do do so with professionalism and courtesy. if you are looking for a firm with imagination, alternative investments that may not be open to the public Then Morton Wealth is the place to be.

Mike Privett has been my financial advisor for many years. He has never steered me wrong, and I trust his judgment and advice without reservation. He takes a sincere interest in me and my family, and he applies his knowledge to improve our financial situation. I value Mike?s friendship as much as I do his professionalism, his integrity and his vast understanding of financial products.

We?ve been with Lon Morton for more than thirty years. Meghan Pinchuk and Beau Wirick have carried on Lon?s brilliant approach to investing with intelligent decision making combined with kindness and grace. We are so grateful. Lynn Pleshette

Very courteous staff easy to communicate with Regular reviews of investments is reassuring Very happy with their emphasis on researched alternative ( to stocks and bonds) investments and carefully approach to investment choices. Growing AND conserving wealth is an appreciated approach

The financial advisors I work with are proficient in managing my money and investing it to give me peace of mind and still allow me to continue with the values and lifestyle I choose. Communication is extraordinary on every level

Top notch advisors and people at Morton Wealth. We rely on the team for a wide range of topics.

I'm very happy with how Alan Kane is handling my investments!

It?s nice to feel like part of the family and someone?s holding your hand the whole time

Always a thoughtful dialogue with clear explanations of rationale

Registered investment advisors that provide access to alternative investments to traditional stock and bond portfolios.

I have had a relationship with Morton Wealth for almost 20 years. Morton Wealth has become an extended family not just for me, but for my parents as well as my daughter. Watching my how my parent?s estate was handled, it was an easy choice to join the Morton Wealth family. Now my daughter is at an age where planning is essential. I love that the team has assigned an advisor for my daughter that can communicate and plan for unique challenges that she will experience at a generation different from my own.

I feel incredibly fortunate to have invested with Morton. This is truly one of the most professional and high-integrity companies I?ve ever encountered. They go above and beyond at every level to take care of me as a client. I?ve referred many friends and associates, and they?ve all been equally impressed and satisfied!

Morton Wealth is really helping me plan for my retirement and my financial requirements. I highly recommend them to any body wanting to help organize their financial life and strategy.