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CALABASAS, Calif., March 1, 2022 /PRNewswire/ — Formerly known as Morton Capital, the financial planning and investment advisory firm is now Morton Wealth. When Lon Morton first started the company in the 1980s, the goal was to be solely “capital” managers. Over time, that vision evolved to include more holistic planning and broader services to be a more meaningful part of their clients’ lives. To reflect this evolution, the firm’s leaders have decided to change their name to Morton Wealth.
“Our mission is to empower better investors by helping them identify what is truly important to them beyond just their investment portfolio,” explained CEO Jeff Sarti. “We do this by providing education so that people feel confident in their decisions, and by partnering with clients to help them get the most life out of their wealth.”
The new name was launched after the Morton partners and advisors reflected on the positive impact they want…
Full story available on Benzinga.com
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