Stacy M. Morton, CRPC®
My Mission Statement
OUR STORY
Integrity. Exceptional Service. Commitment to Improvement.
At Pinnacle View Wealth Management our journey began with a singular vision: to provide high-net worth families unparalleled wealth management services rooted in integrity, exceptional service, and a steadfast commitment to continuous improvement.
Integrity is the cornerstone of our practice. From day one, we have been dedicated to building trust with our clients through transparency and honesty. We believe that strong, enduring relationships are built on trust, and we strive to earn and uphold that trust every day.
Our commitment to exceptional service drives everything we do. We understand that each family's financial situation is unique, and we take pride in offering personalized solutions that reflect your individual goals and aspirations. Our team of seasoned professionals is always ready to go the extra mile, ensuring that every interaction is marked by attentiveness, responsiveness, and care.
We are unwavering in our commitment to improvement. In the ever-evolving world of finance, staying ahead means continually seeking knowledge and refining our strategies. We invest in ongoing education and leverage the latest tools and technology to provide innovative solutions that keep your financial plan aligned with your goals.
From comprehensive financial planning and strategic investment management to proactive tax and estate plannin strategy, we offer a holistic approach to wealth management. Our goal is to simplify the complexities of your financial life, allowing you to focus on what matters most: enjoying your wealth and securing your legacy for future generations.
At Pinnacle View Wealth Management, we are more than just financial advisors; we are dedicated in helping navigate the path to your goals. We would very much like to hear your story and help provide you with a solution. Contact us today.
The Pinnacle View Process
"Our process is designed to help you plan for life's challenges and support you through difficult times. We want you to have confidence that you have a guide beside you every step of the way."
-Tim Metcalf
Our Comprehensive Wealth Management Process
Step 1: Discovery
We take the time to understand your unique hopes, dreams, and goals. We conduct an in-depth analysis of your assets, entities, and the progress you have already made toward achieving your objectives. This holistic approach ensures we have a complete picture of your financial landscape.
Step 2: Plan Development and Delivery
We meticulously process all gathered data to formulate a customized recommendation tailored to your specific needs and aspirations. Our comprehensive plan addresses all facets of your financial life, ensuring a strategic and cohesive approach to wealth management.
Step 3: Plan Implementation
We put our recommendations into action. Our team of professionals execute the plan with precision, coordinating all aspects to ensure seamless integration with your existing financial structure and optimizing for efficiency and effectiveness.
Step 4: Ongoing Strategy Conversations
We believe that wealth management is an ongoing process. Through regular Strategy Conversations, we continuously monitor and adjust your plan to reflect changes in your life and the financial landscape. Our proactive approach helps ensure that your strategies remain aligned with your evolving goals, providing you with financial confidence.
This formalized process highlights our dedication to thorough, personalized, and dynamic wealth management services.
Our Full Scope of Capabilities
At Pinnacle View Wealth Management, we offer a full scope of wealth management services, ensuring you and your family are at the center of everything we do. We serve as your guide to navigating and accessing the knowledge of our team and the extensive resources of Morgan Stanley. Through our process, we seek to understand your specific situation and determine the right resources to bring to you.
Family governance and dynamics, lifestyle advisory, and educational programs to align your financial strategies with your family's unique needs.
Comprehensive wealth transfer and trust strategies, current will, trust, and insurance review, coordination with outside legal and tax advisors, and donor advised funds.
Alternative Investments, portfolio construction and management, open architecture platform, and exclusive co-investment opportunities.
Opportunities in public equity, debt and alternative investing, green bonds and structured products, custom and discretionary portfolios, and comprehensive screening, reporting, and engagement tools.
Securities-based lending, residential mortgage lending, tailored lending solutions, and cash management services.
Client Resources
Location
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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