Working With Us

At The Gorton Wealth Management Group, we believe that:

  • It is critical to understand all of your financial needs in order to help you achieve your life goals.
  • Integrity and objectivity are essential to our relationship.
  • A trusted relationship implies responsibilities for our firm, your Financial Advisor, and you.

Our Commitment to You

We will honor our relationship with you, take the time to listen and understand your needs, help you clarify your goals, and take seriously the security of your money and investments.

We will be fully invested in your success and help you stay on track to meet your goals through intelligent financial strategies, in-depth analysis of your investments and regular feedback on your progress.

We will be with you every step of the way. Your needs and goals will change over time. That’s why we will be there to provide ongoing advice, along with the exceptional service you deserve.

You will receive clear, accurate, easy-to-understand descriptions of all your transactions and other communications in addition to timely periodic statements of all your accounts.

You will be clearly informed about all advisory fees, transaction costs and record keeping and reporting costs.

You will have your personal information kept private and confidential as described in our privacy statement.

What We Ask of You

Provide complete and current information about your financial status, goals and objectives, and risk tolerance so that we can provide you with appropriate recommendations.

Proactively ask us any questions you have about your goals, finances, specific transactions, risk exposure, potential conflicts of interest — and, of course, transaction costs and other fees.

Review all transaction confirmations and account statements or reports carefully and promptly. Report any questions you have to us immediately.

If you have any holdings (including mutual funds) at other institutions, tell us so that we can assist with appropriate diversification, as well as make sure you receive any applicable volume discounts.