About The Firm
Morton Wealth
Wealth Advisor
Our process is simple: it is all about you, your family and future.
At Morton, we believe that wealth must be managed personally if it is to truly enhance your life. This core value deeply resonates with our clients, many of whom have been with us for decades. It is the central focus of our team and the driver of our advice.
It’s why, from our inception, we rejected the traditional model of selling products and charging commissions. We have always believed that commissions create biased advice, rather than leaving us open to choose the investments in your best interest and suited to your personality.
It’s why we are innovative in broadening our investment offerings, beyond just stocks and bonds, to redefine what ’diversifying a portfolio to protect your wealth’ truly means.
And it’s why you’ll be supported by a team, not just an individual, who will sit side-by-side with you over the life of your portfolio to ensure it is as effective for your family today as it is for generations to come – no matter what the future throws your way.
Our partnership is not about us, it is about you; our commitment to you is that your wealth will be managed personally. After all, what is truly most important is that you get the most life out of your wealth.
About Jon Wingent
With 18 years of wealth management experience in the UK under my belt, I made the leap to California in 2021, eager to bring my leadership to a new arena in the same industry. While many investors stick to stocks and bonds due to familiarity and accessibility, I advocate for exploring the vast landscape of alternative investments. Diversifying portfolios beyond traditional assets equips my clients with a broader toolkit to pursue their financial objectives.
In my view, crafting portfolios involves a meticulous consideration of various factors, including individual circumstances, aspirations, and external influences like market fluctuations, political dynamics, and global economic shifts. Alternative investments, though perceived as intricate, often offer simplicity and resilience, untethered from the whims of unpredictable forces. By incorporating asset classes such as real estate, asset-based lending, and royalty income streams, I fortify my clients’ portfolios, fostering resilience and consistency amidst market volatility.
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