Morton Wealth
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It is the central focus of our team and the driver of our advice. Our process is simple: it is all about you, your family and future. This core value deeply resonates with our clients, many of whom have been with us for decades. 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
“What percent were you up last year?”
It’s the question many investors obsess over. But the better question is:
Are you meeting your financial goals?
In the latest episode of The Financial Commute, Executive Vice President Eric Selter joins Chris Galeski to unpack the hidden tradeoffs of holding too much cash and why timing the market often backfires.
Tune if you’re interested to learn:
•How inflation quietly erodes purchasing power�
• Why performance percentages don’t tell the full story
Strategies to balance safety with growth�
•The importance of strong financial and cash flow planning
Catch the full episode via the link in our bio or listen on Apple Podcasts and Spotify.
08/20/2025
Last week, our team at Morton Wealth had the privilege of volunteering at the Survivor Wealth Summit in Los Angeles, offering pro bono financial coaching to attendees who have overcome unimaginable challenges. It was a humbling and inspiring experience that reminded us why we do what we do.
At Morton, we believe that financial planning is more than just numbers. It’s about creating freedom, restoring dignity, and helping people reclaim ownership of their lives. Offering our time and expertise to survivors aligns deeply with our mission to empower individuals to live their best lives, regardless of their starting point.
Pro bono financial planning is not charity- it’s accountability in action. It’s a way to extend the same care, empathy, and strategic guidance we provide to our clients to those who may not otherwise have access. Because everyone deserves the opportunity to build a secure and meaningful future.
To the incredible individuals we met at the summit: thank you for trusting us with your stories. And to our team: thank you for showing up with open hearts and sharp minds.
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27200 Agoura Road
Calabasas, CA
91302
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |
