Morton Wealth, formerly Morton Capital, is a registered investment advisory (RIA) firm based in Calabasas, CA. It offers comprehensive financial planning and investment services to individuals, families, and business owners. Their mission is to empower better investors by providing personalized support and education, helping clients achieve their financial goals and maximize their wealth's impact on their lives. The unique selling proposition is their holistic approach, focusing on client values and broader financial planning beyond just investment management[1][3]. Their target audience includes high-net-worth individuals and families seeking tailored financial solutions.