Morton Wealth
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08/26/2025
What does wealth mean to you?
It’s a question we ask every team member at Morton, because we believe wealth is deeply personal. It’s not just about numbers, it’s about what makes life feel full, joyful, and truly meaningful.
"Wealth for me is measured in enjoyment. I am happiest when I’m spending time with my family and friends, whether that’s tickle-tackling my two little kids or laughing over good food (preferably sushi) and wine with friends. I also enjoy quiet time to read a book (probably a Jane Austen novel) or learn about something new."
- Meghan Pinchuk, Chief Investment Officer
Your financial future is woven from the choices you make today.
You are invited to the 4th annual 2025 Investor Symposium, where you’ll gain the insights, tools, and connections to create a stronger, more resilient plan for tomorrow.
We will cover real-life strategies like where to live in retirement, how to evaluate real estate funds, and what it means to invest in opportunities you may have never considered.
Plus, hear from our team and guest experts on how to transfer wealth wisely, navigate A.I. in the financial world, and build durable income with confidence.
📅 Wednesday, October 22, 2025�📍 Westlake Village Inn, Westlake Village, CA
Plan with purpose. Invest with intention.
Registration is open: 🔗 in bio or visit mortonwealth.com/investor-symposium
08/15/2025
When Ann’s husband passed, she faced more than grief. She faced the weight of managing a $3M portfolio she’d never handled before, all while navigating life alone.
Wealth Advisor, Sophie Leahy, shares how with the right guidance, Ann went from feeling overwhelmed to confident, empowered, and free to live life on her terms.
Because when the unthinkable happens, you deserve someone who has your back.
Read her story: mortonwealth.com/blog-posts/the-loneliness-of-loss---and-the-strength-found-in-support
In honor of Mother's Day this weekend, we’re celebrating all the super moms out there! Happy Mother’s Day 🌷
Let's talk inflation📈
Is it making you nervous?😬 Most likely...and we get that.
If your home is paid off or you have a fixed rate mortgage, your personal inflation rate is probably different than what is being reported in the news.
Whatever your personal inflation rate may be, it helps to have a financial plan to ensure you have the appropriate protections in place during times of uncertainty.
Check out this clip from our recent webinar and hear Wealth Advisor, Chris Galeski, share a case study of clients who were concerned about how inflation would impact their retirement goals.
Here's how to watch the full webinar recording:
https://vimeo.com/mortonwealth/thebetterinvestorq12022webinar
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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 |
