A Re-Introduction After 2 Years Under a New Name
At Maverick Wealth Advisors, we know that wealth management isn’t just about numbers. It’s about people, families, and futures. Whether you’ve been with us for years or are just getting to know us, we want to take a moment to reintroduce ourselves, share what drives us, and explain the strategy at the heart of how we invest: our Advance & Defend approach.
Meet the Team Behind Maverick
Our team combines decades of experience with a shared commitment to helping clients thrive.
- Sean Morton - Owner, CEO, CIO, and Financial Advisor.
- Sean leads with a passion for combining smart strategies with a deep understanding of financial markets, building wealth, and managing risk for his clients.
- Mike Morton - Owner, Founder, and Financial Advisor.
- With over 40 years of experience, Mike has guided generations of clients toward financial independence.
- Andrew (Andy) Palmasano - COO and Financial Advisor.
- Andy’s mission is to ensure that every client receives comprehensive and thoughtful investment guidance. He is committed to building strong, long-lasting relationships with his clients.
- Rachel Dew - Client Relationship Manager.
- Rachel ensures every client feels informed and supported through personalized service and communication.
- Charles Wanner IV - Client Relationship Manager.
- Charles brings a fresh perspective and strong dedication to client success and the financial environment.
We’re proud of the depth of experience and knowledge on our team, but even more proud of how we work together to put you first.
What We Stand For
Our mission is simple: to help you build and protect lasting wealth so you can enjoy life with confidence.
We do this through:
- Clear, honest communication.
- Disciplined, rules-based investing.
- A focus on managing risk, not chasing fads.
- Education that empowers informed decisions.
- Setting realistic expectations for long-term success.
- A fiduciary commitment: always putting your best interests first.
The Advance & Defend Strategy
Markets rise, and markets fall. Our job is to help you advance when conditions are favorable and defend when risk increases.
The Advance & Defend Strategy is rules-based, disciplined, and designed to take emotion out of investing. By using data and tactical adjustments, we seek equity-like growth with lower volatility. Put simply, we want to help you capture more of the upside while working to limit the downside.
This approach has been back tested over decades of market history and refined to give clients confidence, even in uncertain times. We continually work to improve the strategy based on past and current performance and market indicators and trends. While no strategy is perfect, we believe Advance & Defend offers a balanced, thoughtful way to pursue long-term goals while keeping risk in check.
Staying Connected & Transparent: The A&D Newsletter
One way we keep our clients informed is through our monthly newsletter, which provides a clear, approachable update on how the Advance & Defend Strategy is performing. Each edition shares:
- A recap of current market conditions.
- How those conditions influenced strategy positioning.
- What changes or adjustments we’re preparing for in the months ahead.
Our goal is to make complex market trends easier to understand, so you always know not just what we’re doing in your portfolio, but why. It’s another way we stay committed to open communication and helping you feel confident about the path forward.
Why This Matters for You
Whether you’re preparing for retirement, already enjoying it, or simply building a stronger financial foundation for the future, our commitment is the same:
- To listen to your needs.
- To guide with clarity and transparency.
- To help you face the future with confidence.
At Maverick, it’s not just about managing money, it’s about helping you live the life you’ve worked hard to create.
If you’re new to Maverick Wealth Advisors and curious about how we can help you build and protect your wealth, we’d love to connect and start a conversation.
To our current clients, thank you for trusting us with your financial future. Your continued support is the foundation of everything we do.
Maverick Wealth Advisors
Mike, Sean, Andy, Rachel, Charles