About The Firm
Morton Wealth
Wealth Advisor
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.
About Jennifer Caruso
Partnering with individuals and families to build, protect, & enjoy their wealth through comprehensive financial planning and portfolio management.
ALTERNATIVE INVESTMENTS:
For those who want consistent cashflow and less portfolio volatility, we offer various non-traditional private investments as a compliment the traditional portfolio.
GENERATIONAL WEALTH: Strengthening families & their legacy by bridging the (financial) communication gap between parents & their adult children.
INDEPENDENT WOMEN:
A passionate financial educator & advocate, I work with a diverse group of women, equipping them with the resources to make confident life decisions.
DIVORCE TRANSITION PLANNING:
As a Certified Divorce Financial Analyst (CDFA®), I provide couples with objective financial advice so they can confidently navigate the numerous financial decisions needed during and/or post-divorce.
ADDITIONAL SERVICE OFFERINGS FOR PROFESSIONALS & BUSINESS OWNERS
https://www.mortonwealth.com/view-our-services
MODEARN: Fee-based planning & advice for the high earning professional who is still accumulating their wealth. We know that the next generation of investors may invest differently than prior generations, which means the advice they need should look different!
STRATEGIST: We’re passionate about empowering business owners to get the next level. Our “Strategist” offering is a retainer model (no Assets Under Management required) designed to partner with owners to help them create a master plan ahead of an exit.
Licenses: Series 65 (IAR), CA Life & Health Insurance (0L62102), Certified Divorce Financial Analyst (CDFA®), & CA Real Estate (01976282).
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