Morton Wealth
Nadya Mets, CFA, CAIA, has a strong background in financial analysis and investment management. Nadya currently works as a Senior Investment Analyst (Alternative Investments) at Morton Wealth, bringing extensive experience from previous roles such as Senior Portfolio Manager at Salient Wealth Planning Group and VP, Investment Management at Finestone Partners. Nadya's expertise includes research, due diligence on investment managers, and financial analysis in both the real estate and financial services industries. Nadya holds a Bachelor's and Master's Degree in Economics and Marketing from Belarusian State Economic University.
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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.