Our clients are the reason we love our jobs.

Our clients are the reason we love our jobs.

We believe in continuing to adjust and set new goals with every life change.

Life is ever changing. There are unexpected ups and downs that affect your goals for the future every. We understand how change can cause fear and anxiety in the most stoic of individuals.


When you partner with Terry Morton Wealth Advisors, you can rest assured that we will work with you to adapt your financial plan as needed in order to continuously ensure your financial goals are met.

Our team is dedicated to serving clients’ needs. We’re independent, which means you’re not alone—we’re here to help you with your goals. And the values we adhere to ensure you’ll always come first.

We believe in continuing to adjust and set new goals with every life change.

Life is ever changing. There are unexpected ups and downs that affect your goals for the future every. We understand how change can cause fear and anxiety in the most stoic of individuals.


When you partner with Terry Morton Wealth Advisors, you can rest assured that we will work with you to adapt your financial plan as needed in order to continuously ensure your financial goals are met.

Founder and CEO

Terry Morton

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, in order 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, fixed income strategies, tax-efficient strategies, retirement savings, retirement income strategies, wealth management planning  and preservation services, business succession strategies, estate planning strategies, retirement planning, and risk management 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.