Client Experience

In our mission to enable clients to pursue the lives most meaningful to them, we build close, collaborative, trusted relationships. We connect regularly to stay abreast of changes in our clients’ lives, goals and preferences and to ensure that they are comfortable with the planned trajectory of their wealth. The true goal of every engagement is to build confidence.

Three Pillars of Confidence

People

We believe that our team and clients are capable of becoming the best versions of themselves in all aspects of life. Our clients have access to an experienced team to lead them through financial planning and portfolio management in support of their aspirations. We attract professionals with a growth mindset and invest in their development for the betterment of our clients.

Insight

Inherent curiosity informs our continuous effort to expand our knowledge base. Recognizing that too much information can impede financial decision-making, we distill what is relevant for our clients in order to instill confidence in their understanding of opportunity and risk.

Method

We believe successful wealth management is a process of mastery that requires time, focus, and discipline. We earn trust by being a present and accountable guide to the decisions that will form your wealth experiences.

The life you lead requires a healthy dose of curiosity and confidence. One that will inspire, strengthen, and encourage your life’s pursuits. Morton Brown Family Wealth fosters a community of clients and professionals who are curious about the world around them. We believe our role is to distill what is relevant for our clients to build knowledge of opportunity and risk. Whether deciding what retirement will look like or planning an entirely new second act, our unwavering dedication to serving the best interest of our clients ensures their ability to live life to the fullest. This wholistic approach to financial planning and investing allows families the freedom to dream, create, innovate, and pursue new passions.

our approach

Creating an unparalleled client experience comes from our conviction to create a wealth management experience like no other. Discover more about our intentional approach to investing and financial planning and how we help clients find balance.