building your wealth
Whether you are a business owner, executive, physician, or other professional, you have spent your career as a leader in your industry. We are here to help guide you as you look to the possibilities of the future, beyond the office or business. Our advisors will walk you through the wealth management process. Becoming a better financial leader in your personal life will allow you to:
- Ensure that your family is financially cared for.
- Remain engaged in the community and support meaningful causes.
- Pursue interests and hobbies in retirement.
- Communicate about money and values with your family.
- Continue to find purpose in and contribute to life.
our wealth management services
- Financial Planning
- Portfolio Management
- Retirement Planning
- Education Planning
- Income Planning
- Estate Planning
- Risk Management and Insurance
making your wealth work for you
You have spent a lifetime building your wealth. Now it is time to put it to work. We are dedicated to providing you with the opportunity to live a life that has meaning and true purpose. Our advisors are your trusted partners when it comes to financial decisions that impact the welfare of you and your family. We look to maximize the efficiency of your wealth through strategizing Social Security, coordinating income streams, evaluating private equity opportunities, utilizing stock options, incorporating tax efficiency, and more.
Morton Brown Family Wealth is committed to a collaborative wealth management model. We have created a personalized experience for each of our families. Through a dynamic technology suite, we offer full visibility over your finances and investments.