Disclosures: Client stories are provided for illustrative purposes only and are intended solely to provide an example of Morton Capital’s process and methodology. These client stories are based on scenarios that an actual client might experience, but should not be construed as a representation that any client/prospective client has experienced or will experience a certain level of results or satisfaction. Your experience may vary based on your individual circumstances, and you should not rely upon this client story when making decisions regarding your financial adviser.
This information is presented for educational purposes only and is not intended to constitute investment, legal, or tax advice. Morton Capital makes no representation that any strategies described are suitable or appropriate for any person. You should consult with your financial, legal, and tax professionals to thoroughly review all information and consider all ramifications before implementing any transactions and/or strategies concerning your finances.