It's Never Too Early – Or Late
No matter where you're at in your financial journey, it's never too early — or too late — to start thinking about your financial future.
Financial Strategies Designed With You In Mind
We understand how hard it can be to prepare your finances for the future. That's why we work with you to make sure creating your strategy is as painless as possible.
Your Tax & Wealth Management Team
Joanne Morton CFP®/EA
Wealth Management Advisor
As a Certified Financial PlannerTM with Avantax, I help you plan for retirement, implement your custom strategy, and monitor and update it as your needs change. Always keeping in mind the latest tax laws and opportunities to help you minimize your taxes.
- Certified Financial PlannerTM since 2003
- Enrolled Agent licensed to represent taxpayers before IRS since 1990
- Accredited Tax Advisor since 1991
- Certified Senior Advisor since 2004
- Masters in Business Administration, Rensselaer Polytechnic Institute, 1985
- Bachelor of Arts, Connecticut College, 1976
