Morton Wealth - Calabasas (CA)

5 /5 Michelle Williams: I have had a relationship with Morton Wealth for almost 20 years. Morton Wealth has become an extended family not just for me, but for my parents as well as my daughter. Watching my how my parent’s estate was handled, it was an easy choice to join the Morton Wealth family. Now my daughter is at an age where planning is essential. I love that the team has assigned an advisor for my daughter that can communicate and plan for unique challenges that she will experience at a generation different from my own. My daughter has grown up watching how the relationship with a wealth manager provides security and maps a plan to achieve goals, even when the goalpost keeps moving. Estate planning, taxes, investments, insurance, and goal setting are all topics that will be addressed. Morton Wealth can handle all of these topics or refer you to a trusted referral partner. I have tapped into their wealth of knowledge and referrals on many occasions and found every resource to be professional and valuable.

5 /5 Bobbi Billard: Morton Wealth came highly recommended by a trusted family friend who had a similar experience to mine... having worked with other wealth management firms that didn’t listen and made investment decisions that ultimately led to losses. He couldn’t say enough good things about Morton Wealth, and now I completely understand why. They’ve been outstanding. My experience with them has been not only positive but also highly profitable. I now rely on Morton Wealth for all of my alternative investments and have been consistently impressed with their performance and results.

5 /5 Miri Rossitto: Having the Morton team in my life has been the most incredible gift. I was never taught how to think about my financial well-being, talk about my financial well-being, or manage my financial well-being. EVERYONE at Morton has embraced me and supported my family in every way possible. The burden of shame I felt has been lifted, and now I have trusted partners helping me invest in myself and my future. My wish for everyone is that they get the Morton Wealth experience because its extraordinary.

5 /5 Larry Sleep: When my wife retired, we interviewed several wealth management companies. We had a detailed list with high expectations. We met with Eric Selter and found him to be knowledgeable, personable, and professional. He listened and responded to our needs. Over the years Eric and his team have exceeded our expectations with fabulous service and results. Wed give them six stars, if possible. Morton Wealth continues to provide us with timely updates and relevant response to the ever-changing business environment. Eric and the Morton Team are outstanding, and we highly recommend them as a solution for your financial needs. Larry & Ruth Sleep

5 /5 Ellen Pinchuk: I have been a Client of Morton Wealth for over 10 years and am extremely satisfied both with the performance of my portfolio and the quality of client service. The team is always available to answer questions, and is very proactive in terms of offering me information and consultation to help in my financial planning. They are just great to deal with! Highly recommend and trust Morton Wealth.