Terry Morton Wealth Advisors, LLC, is a financial advisory firm, founded by Terry Morton that is proficient in building client’s financial confidence, so they can focus on living.
The company was created out of a desire to help clients in a financial advisory role without the typical constraints financial advisors are strapped with. Terry wishes for any business owner, CPA, or even an individual who is seeking a new advisor or their first advisor to know that the issues that trouble them most are the issues he deals with.
Speaking about his services, Terry said: “I prefer to be referred to as an advisor. My goal is to help everyone I work with to live the best life possible. Regardless of the issues, we’re dealing with. Here, we listen to your needs, understand your challenges, and work with you to create a custom financial portfolio. And, our support doesn’t end there. We maintain that personal connection throughout your lifetime, so that no matter what changes lie ahead, we will work with you to adapt and help to ensure your future is secure.”
Terry believes in asking questions and listening to responses. He doesn’t meet any client with a preconceived agenda. “We talk about generalities and specifics, all aimed at determining what, if anything, is going on that might require attention. It is sometimes true that I cannot help. I make certain up-front that is understood. If I can help, I make certain there is a clear understanding on my part as to the issue and any ancillary issues around it”, he said. It is Terry’s belief that people who wish to see any advisor want any meetings to be about them. And that is reasonable, but from his perspective, expected.
For over a quarter of a century, Terence N. Morton has advised clients for some of the largest banks in the United States as well as two of the nation’s most influential financial services companies. In 2019, Terry founded Terry Morton Wealth Advisors as an independent firm, to provide more personal and customized services for his clients.
Terry has a wide spectrum of wealth management experience including, but not limited to: supporting clients with their 401k rollovers, tax-efficient strategies, retirement savings, wealth management planning and preservation services, business succession strategies, estate planning strategies. He is certified and experienced in delivering plans that include: fixed income strategies, short and long-term gains strategies, cash, alternatives, ETFs, and mutual funds.
Terry holds his Series 66 license as an advisor and is a Certified Retirement Counselor (CRC). He is a graduate of the University of Arizona and earned an MBA from the Lake Forest Graduate School of Management.