The financial planning and investment advisory firm formerly known as Morton Capital has renamed itself Morton Wealth.
The name change is meant to reflect the Calabasas firm’s growing range of services that have been added since it was founded in 1981. The firm serves more than 1,000 households with $2.48 billion in assets under management as of the end of last year.
“Our mission is to empower better investors by helping them identify what is truly important to them beyond just their investment portfolio,” Chief Executive Jeff Sarti said in a statement. “We do this by providing education so that people feel confident in their decisions, and by partnering with clients to help them get the most life out of their wealth.”
Morton Wealth also provides research, white papers and financial insights on its website in addition to the services it provides clients.
“We have embraced being more than just an investment manager. We help clients navigate real life events, partnering with them as those big decisions are made,” Celia Meagher, partner and wealth advisor, said in a statement. “We ensure wealth – as they define it – is identified through personal values and exhibited daily through how time is spent and enjoyed.”