Morton Wealth
Jon Wingent, CFP® serves as a Wealth Advisor at Morton Wealth since March 2022, focusing on investment strategies and financial planning tailored to individuals, families, and business owners, with expertise in alternative investing strategies such as real estate and private equity. Previously, Jon held the position of Head of Investment Specialists at Schroders Personal Wealth from 2016 to 2021, where responsibilities included leading a national team of investment professionals and participating in investment committees for strategic and tactical asset allocations. Jon's earlier experience includes roles as Investment Director at Close Brothers Asset Management, Vice President at Merrill Lynch, and Associate Director at Barclays Wealth Management. Jon holds a Master of Science (MSc) in Information Systems from The University of Sheffield and a Bachelor of Arts (BA) degree from The Manchester Metropolitan University.
Morton Wealth
Our process is simple: it is all about you, your family and future. At Morton, we believe that wealth must be managed personally if it is to truly enhance your life. This core value deeply resonates with our clients, many of whom have been with us for decades. It is the central focus of our team and the driver of our advice. It’s why, from our inception, we rejected the traditional model of selling products and charging commissions. We have always believed that commissions create biased advice, rather than leaving us open to choose the investments in your best interest and suited to your personality. It’s why we are innovative in broadening our investment offerings, beyond just stocks and bonds, to redefine what ’diversifying a portfolio to protect your wealth’ truly means. And it’s why you’ll be supported by a team, not just an individual, who will sit side-by-side with you over the life of your portfolio to ensure it is as effective for your family today as it is for generations to come - no matter what the future throws your way. Our partnership is not about us, it is about you; our commitment to you is that your wealth will be managed personally. After all, what is truly most important is that you get the most life out of your wealth.