Morton Wealth

Morton Wealth At Morton, we believe that wealth must be managed personally if it is to truly enhance your life.

It is the central focus of our team and the driver of our advice. Our process is simple: it is all about you, your family and future. This core value deeply resonates with our clients, many of whom have been with us for decades. 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.

08/29/2025

“What percent were you up last year?”

It’s the question many investors obsess over. But the better question is:

Are you meeting your financial goals?

In the latest episode of The Financial Commute, Executive Vice President Eric Selter joins Chris Galeski to unpack the hidden tradeoffs of holding too much cash and why timing the market often backfires.

Tune if you’re interested to learn:

•How inflation quietly erodes purchasing power�
• Why performance percentages don’t tell the full story
Strategies to balance safety with growth�
•The importance of strong financial and cash flow planning

Catch the full episode via the link in our bio or listen on Apple Podcasts and Spotify.

What does wealth mean to you?It’s a question we ask every team member at Morton, because we believe wealth is deeply per...
08/26/2025

What does wealth mean to you?

It’s a question we ask every team member at Morton, because we believe wealth is deeply personal. It’s not just about numbers, it’s about what makes life feel full, joyful, and truly meaningful.

"Wealth for me is measured in enjoyment. I am happiest when I’m spending time with my family and friends, whether that’s tickle-tackling my two little kids or laughing over good food (preferably sushi) and wine with friends. I also enjoy quiet time to read a book (probably a Jane Austen novel) or learn about something new."

- Meghan Pinchuk, Chief Investment Officer

08/23/2025

Your financial future is woven from the choices you make today.

You are invited to the 4th annual 2025 Investor Symposium, where you’ll gain the insights, tools, and connections to create a stronger, more resilient plan for tomorrow.

We will cover real-life strategies like where to live in retirement, how to evaluate real estate funds, and what it means to invest in opportunities you may have never considered.

Plus, hear from our team and guest experts on how to transfer wealth wisely, navigate A.I. in the financial world, and build durable income with confidence.

📅 Wednesday, October 22, 2025�📍 Westlake Village Inn, Westlake Village, CA

Plan with purpose. Invest with intention.

Registration is open: 🔗 in bio or visit mortonwealth.com/investor-symposium

Last week, our team at Morton Wealth had the privilege of volunteering at the Survivor Wealth Summit in Los Angeles, off...
08/20/2025

Last week, our team at Morton Wealth had the privilege of volunteering at the Survivor Wealth Summit in Los Angeles, offering pro bono financial coaching to attendees who have overcome unimaginable challenges. It was a humbling and inspiring experience that reminded us why we do what we do.

At Morton, we believe that financial planning is more than just numbers. It’s about creating freedom, restoring dignity, and helping people reclaim ownership of their lives. Offering our time and expertise to survivors aligns deeply with our mission to empower individuals to live their best lives, regardless of their starting point.

Pro bono financial planning is not charity- it’s accountability in action. It’s a way to extend the same care, empathy, and strategic guidance we provide to our clients to those who may not otherwise have access. Because everyone deserves the opportunity to build a secure and meaningful future.

To the incredible individuals we met at the summit: thank you for trusting us with your stories. And to our team: thank you for showing up with open hearts and sharp minds.

Most people manage the threads of their financial life in isolation. On October 22, we’ll show you how to weave them int...
08/16/2025

Most people manage the threads of their financial life in isolation. On October 22, we’ll show you how to weave them into something extraordinary.

Registration is now open for the 2025 Investor Symposium!

Hear from Morton advisors and guest speakers on topics that matter now, from retirement planning and passing on wealth, to real estate opportunities and the future of A.I. in investing.

See the full agenda and save your spot by visiting the link 🔗 in our bio.

📍 Westlake Village Inn
📅 October 22, 2025

When Ann’s husband passed, she faced more than grief. She faced the weight of managing a $3M portfolio she’d never handl...
08/15/2025

When Ann’s husband passed, she faced more than grief. She faced the weight of managing a $3M portfolio she’d never handled before, all while navigating life alone.

Wealth Advisor, Sophie Leahy, shares how with the right guidance, Ann went from feeling overwhelmed to confident, empowered, and free to live life on her terms.

Because when the unthinkable happens, you deserve someone who has your back.

Read her story: mortonwealth.com/blog-posts/the-loneliness-of-loss---and-the-strength-found-in-support

What if investing wasn’t just about returns, but about real impact?At the 4th Annual Morton Wealth Investor Symposium on...
08/09/2025

What if investing wasn’t just about returns, but about real impact?

At the 4th Annual Morton Wealth Investor Symposium on October 22, we are exploring the ideas that matter most to intentional investors.

Here is a glimpse of what we’ll cover:
• What to do when the market gets unpredictable
• Whether AI is a lasting investment or just noise
• How to create a legacy without losing flexibility
• How to weave purpose into every season of your life

Whether you are growing your wealth, preserving it, or rethinking your next move, this event is built for you.

Save the date.
More details coming soon.
mortonwealth.com/investor-symposium

05/13/2022

Ask yourself, do my emotions or values drive my financial decisions?

We know what you may be thinking...what are the differences between the two anyway?

Emotional decisions are short term, easy and instinctual. They often result in a LACK OF CONTROL. Values-based decisions on the other hand are long term, hard and thoughtful. They give you MORE CONTROL and confidence.

In our role as advisors, we focus heavily on education. During our initial discussions, we walk you through our empower process that truly sets the foundation for our partnership. We look at what's important to you, what can and can't be controlled (hint: emotions vs. values), and then curate a portfolio customized to your needs and goals.

What emotions or values might be driving your financial decisions right now? Share them in the comments - we'd love to know!

05/06/2022

In honor of Mother's Day this weekend, we’re celebrating all the super moms out there! Happy Mother’s Day 🌷

05/04/2022

Let's talk inflation📈

Is it making you nervous?😬 Most likely...and we get that.

If your home is paid off or you have a fixed rate mortgage, your personal inflation rate is probably different than what is being reported in the news.

Whatever your personal inflation rate may be, it helps to have a financial plan to ensure you have the appropriate protections in place during times of uncertainty.

Check out this clip from our recent webinar and hear Wealth Advisor, Chris Galeski, share a case study of clients who were concerned about how inflation would impact their retirement goals.

Here's how to watch the full webinar recording:
https://vimeo.com/mortonwealth/thebetterinvestorq12022webinar

Address

27200 Agoura Road
Calabasas, CA
91302

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18182224727

Website

Alerts

Be the first to know and let us send you an email when Morton Wealth posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Morton Wealth:

Shortcuts

Share

Category