Morton Brown Family Wealth
With the formation of Morton Brown Family Wealth, Dennis Morton and Katie Brown formalize their dynamic partnership of more than ten years to offer clients a rare blend of advantages unavailable at other firms in their region: most notably, a fresh perspective grounded in deep experience, optimism about a balanced financial life and the seamless alignment of assets and aspirations.
The advent of technology brings the world to our doorsteps and creates opportunities for wealth managers who are sophisticated, independent and experienced. Dennis and Katie leverage their skills and savvy to deliver all the benefits this global access promises. They combine energy and dedication to focus on and support clients in the Lehigh Valley and beyond with exceptional financial planning and portfolio management.
Find Your Balance, Live Your Life.