Rich Jacobson, CFP - Napa (CA)

Selenne Munoz Professional service and with many years of experience. Weve been using her services for many years now. Highly recommended. Thank you.

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.

Yasi G Deyri thank you so much for having the best customer service! You are my go to Customer Service rep.

RUSSELL MARNE Hands down the best. I have used Paul’s services for years and can attest to the fact that he is knowledgeable, professional, and on top of all changes in the tax codes. I have referred many friends to Paul over the years and they are still my friends.