Mortimore Wealth Strategies

10/16/2026

Great leaders don't create followers; they create more leaders. Today, we celebrate the vision, guidance, and inspiration that turn teams into success stories. Happy Boss’s Day!

10/16/2026

Every great idea begins with the right words. Here’s to the power of language, learning, and communication on Dictionary Day. 📖✨

10/15/2026

Confidence comes from having a plan and a trusted partner by your side.

That's why we're proud to be backed by a firm that has helped clients navigate life's financial decisions for more than 130 years.

10/14/2026

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans

10/13/2026

How might the 2026 midterm elections affect markets and your investment strategy? Explore key issues, historical trends and potential sector impacts.

Explore potential market, sector and investing implications of the 2026 midterm elections.

10/12/2026

Sustainable financial habits aren't built overnight. They grow through consistent choices over time that create a lasting impact.

10/09/2026

As more high-profile private companies move closer to the public markets, many investors are asking the same question: Should these opportunities play a role in my portfolio?

Before getting caught up in the headlines, it's important to understand the risks, opportunities and ways to gain exposure. Let’s connect if you’d like to discuss.

Learn how mega IPOs could affect your portfolio and explore ways to gain exposure.

10/08/2026

From saving for a first toy to managing a first paycheck, every stage of childhood presents opportunities to build financial confidence. Join us to discover practical strategies for teaching saving, spending, budgeting and financial responsibility. Whether you’re a parent, grandparent, or caregiver, you’ll gain actionable insights to help the children in your life build confidence and make smarter money decisions.
Learn more: https://bit.ly/4B1KJoc

10/07/2026

Financial planning is more than numbers. It's about aligning your resources with your goals and priorities. Happy World Financial Planning Day!

10/06/2026

Financial confidence starts with a plan.

We work closely with clients to build strategies that reflect their goals, adapt to life's changes and help them move forward with greater confidence.