MW ComprehensiveSM

for individuals and families

Personal financial planning

Financial planning dashboard
Customized cash flow plan utilizing MW team of experienced professionals
Investment education 
Coordination with insurance and tax professionals
Wealth and legacy planning consultation
Investment advice, diversified asset management, and access to private alternatives
Proactive Morton team communication and semiannual meetings
Multigenerational planning and family meeting facilitation

Additional services

Financial health therapy sessions with Morton specialist
Alternative-only portfolios ($2M AUM minimum)
Multi-manager coordination ($5M AUM minimum)

MW StrategistSM

for business owners

Business assessment

Business valuation
Financial analysis
Strategic framework for growth and/or exit planning
Professional team evaluation

Personal financial planning

Personal/financial dashboard
Customized cash flow plan utilizing Morton team of experienced professionals
Wealth and legacy planning consultation
Risk management assessment—personal insurance review
Investment management (webinars, portal, annual review, behavioral finance, diversified asset management)
Introductions to professionals to develop “wealth team”

Business initiatives

Business dashboard
Introduction to business strategy coach
Advisory board meeting coordination
Quarterly strategy sessions

Community peer groups

Best practices and mentorship