Morton Wealth of Agoura Hills

Morton Wealth is a financial planner in Agoura Hills, California, serving individuals and families with personalized wealth management strategies focused on long-term financial well-being. The firm specializes in alternative investment platforms, diversified portfolio construction, and tailored financial planning that emphasizes life-focused outcomes. With a mission centered on empowering better investors, Morton Wealth guides clients through complex financial decisions with a fiduciary commitment to their best interests. Their services include individual and family wealth planning, business transition support, and strategies for wealth earners seeking sustainable financial freedom. The firm maintains a strong reputation, reflected in its 5.00 rating, and serves clients across Southern California.

Rooted in a legacy that began in 1983, Morton Wealth traces its origins to Lon Morton, who pioneered a client-first, commission-free advisory model. After a period of growth and innovation, including expanding into alternative investments like real estate and asset-based lending, the firm was reacquired in 2012 by Jeff Sarti and Meghan Pinchuk, who now lead the company. Their approach emphasizes risk management, portfolio resilience, and a deep understanding of each client’s unique goals, life stage, and values. The firm’s philosophy is built on transparency, education, and a commitment to helping clients enjoy their wealth today while securing their future.

The business is located on Agoura Road, approximately a mile from the Ventura Freeway and within close proximity to the Agoura Hills - Calabasas Community Center, Grape Arbor Park, and the LA County Sheriff Malibu/Lost Hills Station. It is also about half a mile from the Postal Annex, a key local landmark. This central location provides easy access for clients throughout the region.

Morton Wealth stands out for having well-documented business information available across the web and a website that search engines read cleanly, contributing to strong digital visibility and accessibility. These strengths support consistent client engagement and reinforce trust in the firm’s professional presence.

As a trusted advisor in Agoura Hills, Morton Wealth combines decades of experience with a forward-thinking approach to financial planning, helping clients build wealth that supports both their financial goals and the life they want to live.