Morton Wealth of Calabasas

Morton Wealth is a wealth management firm in Calabasas, CA. The firm serves individuals, families, and business owners through specialized services including business transition planning, wealth earning strategies, and personalized financial planning. Their approach focuses on diversifying portfolios through various asset classes beyond stocks and bonds, such as real estate, asset-based lending, and royalty income streams, to help build more resilient portfolios. The firm holds a 5.00 rating.

The history of the firm traces back to 1983, when Lon Morton founded Morton Capital Management as a pioneer in the RIA workspace. Following a period where the company was owned by Pacific Bancorp, the founder repurchased the company and transitioned leadership to Jeff Sarti and Meghan Pinchuk. The firm's mission is to empower better investors through a process centered on the needs of clients and their families. Their investment philosophy emphasizes risk management and downside protection, evaluating factors such as the global economy and market volatility when designing portfolios.

Located on Agoura Road, the office is situated near the Ventura Freeway and the LA County Sheriff Malibu/Lost Hills Station. The business is a short drive from the Agoura Hills - Calabasas Community Center and Grape Arbor Park, and is approximately half a mile from the Postal Annex.

The business maintains well-documented information online and features a website that search engines read cleanly.

Morton Wealth provides specialized investment strategies and financial planning to help clients in Calabasas achieve their long-term goals.