Wade Calvert

Morton Wealth

CFP, CVGA

Wade joined Morton Capital Management in 2016. He focuses on providing comprehensive wealth management solutions to business owners and affluent families. Prior to joining Morton, Wade worked as a financial consultant with Fidelity, and served as Director of Family Office Services for American Financial Network, a registered investment advisor located in Calabasas. Wade graduated from California State University, Northridge, with a Bachelor of Science degree in Finance, and is a Certified Financial Planner professional.