Morton Brown Family Wealth

With the formation of Morton Brown Family Wealth, Dennis Morton and Katie Brown formalize their dynamic partnership of more than 10 years to offer clients a rare blend of advantages unavailable at other firms in their region: most notably, a fresh perspective grounded in deep experience, optimism about a balanced financial life and the seamless alignment of assets and aspirations. Find your Balance, Live your Life. Morton Brown Family Wealth serves high net worth individuals and families, small business owners and professionals who recognize that growing, achieving and maintaining wealth is a guided and ongoing process. Our expertise is particularly valuable to families and those who wish to be intentional with their wealth, directing it towards a thoughtful purpose on behalf of their family, their community or the world. Morton Brown Family Wealth, LLC is a Registered Investment Advisor with the U.S. Securities and Exchange Commission. For more important disclosures, visit: https://www.mortonbrownfw.com/important-disclosures/ In accordance with Securities and Exchange Commission regulations, our firm maintains an archive record of our social media posts and related material. To the extent that visitors to our page, whether clients of the firm or otherwise, provide comments or interactive communication with Morton Brown Family Wealth, such comments or communication will also be retained as part of this recordkeeping practice.