Morton Wealth

It's rare to partner with a client who feels as passionate and excited about brand storytelling as Morton Wealth. Further to that is a client who does not fear change, but recognizes and embraces the need to ensure complete brand authenticity and alignment as they grow - both internally and client facing. Morton Wealth is one of our longest standing brand and marketing partnerships - indeed we have (excitedly) rebranded 3 times since we first started on this journey with them in 2016 - and never without due cause. They invest heavily in their culture on all levels and this true commitment to a collective team voice is what sets them apart. In 2016 they partnered with us to re-energize their existing web and advertising presence. Two years later Morton decided to dive deeper and reassess their brand position. This transition included extensive market research, brand workshops, and stakeholder focus groups to form a strategic plan as they continued to rapidly evolve and breathe new life into a near 40 year old company. The successful rollout of the 2018 rebrand solidified their position in the RIA marketplace and cultivated new clients and team members. With continued year-over-year growth and an award-winning commitment to the success of their team, Morton continued to ask the deeper questions and look for ways not only to connect with clients and prospective clients but to expand their service to creating philanthropic programs that reimagine wealth, educate across multiple sectors and ultimately ‘empower better investors’.