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.

Investment Management

Morton Wealth

Jeff Sarti

Stacey McKinnon

Stacey Mckinnon

Sarah Boughton

Dan Charoenrath

Clarisse Sullivan

Adam Bartkoski

Menachem Striks

Meghan Pinchuk

The Investment Operations Team at Morton Wealth is responsible for managing and overseeing the execution of private investment strategies, ensuring seamless integration into client portfolios. They handle operational tasks such as transaction processing, reporting, and compliance, while also collaborating with advisors to enhance investment offerings tailored to client needs. Their focus on precision and efficiency ensures that clients receive personalized and proactive support in managing their wealth.

Investment Operations Team

Client Operations

Finance and Operations

Wealth Management and Financial Planning

Investment Operations Team

About

Team members

Other teams at Morton Wealth

Client Operations

Finance and Operations

Wealth Management and Financial Planning