Recognized Forbes Best-in-State Wealth Management Teams 2024

The Gorton Wealth Management Group is honored to be recognized by Forbes as one of the Best-in-State Wealth Management Teams of 2024. As a team, we pride ourselves on putting our clients first and helping them achieve their goals and dreams. A big thank you to our clients for their trust and confidence and we look forward to supporting them and future generations as our team continues to build and grow to help serve our clients for decades to come.

The Forbes Best-in-State Wealth Management Teams award rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Decades of Investment Management

At The Gorton Wealth Management group, we are committed to excellence in providing wealth planning and investment management to our clients. As a client, we know it’s important to have a relationship with an advisor that goes beyond just managing your money. You need a team of knowledgeable professionals who are personally responsible for helping you manage your financial life - not just for today, but for the decades ahead.

Investment Approach

We believe in owning individual stocks and are classically trained in evaluating and managing them. We favor the ability to offer more control over capital gains and losses, and, because of our long holding period, we consider them a cost efficient option.

  1. The core of our portfolio is made up of companies from the Wells Fargo Advisors Diversified Stock Income Plan (DSIP), which includes companies that pay reasonable dividends, have raised them regularly, and have a strong, growing cash flow to fund dividend increases.

  2. In addition, we buy companies that may not necessarily pay dividends, but are undervalued in our estimation relative to peers and/or may be growing faster than the rest of the economy.

  3. Exposure to other asset classes, such as international, emerging, small cap and bond markets, is achieved through the various investments offered through Wells Fargo Advisors.

Dividends are not guaranteed and are subject to change or elimination. The Diversified Stock Income Plan (DSIP List) focuses on companies that Wells Fargo Advisors Advice & Research believes will provide consistent annual dividend growth over a long-term investment horizon. The Advice & Research team’s objective is to provide a broad list of high quality, industry leading companies from which an investor can assemble a well-diversified portfolio. Through consistent dividend growth, the Advice & Research team’s goal is to help investors stay ahead of the wealth eroding effects of inflation. Of course dividends are not guaranteed and are subject to change or elimination. 

Our Core Beliefs

  1. Developing an investment discipline is essential to long-term success.

  2. Saving and investing takes a lifetime. We are interested in long-term relationships with investors beginning at their own starting point. We help them get on track and guide them throughout their lives.

  3. Market timing is a futile exercise. It is next to impossible to correctly time the market by jumping in and out. We buy and hold, make tactical changes only as the world and markets change.

"The ladder of success is best climbed by stepping on the rungs of opportunity."

- Ayn Rand