ABOUT

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.

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.

Learn more

Schedule Time with Terry Today

QUICK LINKS

CONTACT

312-465-8652

terry@tmortonwealthadvisors.com

2340 N. Cramer Street, Suite 403
Milwaukee, Wisconsin, 53211

Terry Morton Wealth Advisors, LLC and Terry Morton offer Investment advice through Redwood Private Wealth, 3930 E. Ray Road, Suite 155, Phoenix, AZ 85044 (“Redwood”). Redwood is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Registration with the SEC should not be construed to imply that the SEC has approved or endorsed qualifications or the services Redwood offers, or that its personnel possess a particular level of skill, expertise or training. Important information and disclosures related to Redwood are available at https://redwoodprivatewealth.com. Additional information pertaining to Terry Morton and/or Redwood’s registration status, its business operations, services, fees and its current written disclosure statement is available on the SEC’s Investment Adviser public website at https://www.adviserinfo.sec.gov/. Redwood Private Wealth and Terry Morton Wealth Advisors, LLC are independent of each other. Click here for full disclosures.

Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 19965 - 2020/4/1

Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.

Disclosures