Planning and Investment Services
Morton Brown Family Wealth provides clients with the highest level of service as it delivers exceptional wealth management support.
- Financial Planning
- Portfolio Management
- Retirement Planning
- Estate Planning
- Education Planning
- Insurance Planning
- Wealth Management Consulting
- Cashflow Management
- Income Planning
- Risk Management
The three pillars fundamental to Confidence:
People. Insight. Method.
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 through the pillars of:
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.