Tony Lomatchinski | EZ Mortgages - Placerville (CA)

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.

Artstreet Gallery Ive had my tax return prepared here for a good 20 years. Ive always been happy with the timely, professional work theyve done.

Gustavo Diaz I met Allegra & David outside of work, two of the best souls to be around. Their story is one of a kind and to see the two working together to improve others situations, is incredible. I highly recommend working with Allegra, shes very knowledgeable and passionate to help others.