David Morton is the CEO and a wealth manager at Heritage Financial LLC. Dave focuses on providing wealth management solutions to professionals in the DC metropolitan area, including attorneys, lobbyists, highly compensated sales reps and small business owners. Together with his two partners, Dave helps affluent clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken, and charitable giving.In 2010, Dave became a partner at Heritage Financial, a practice now serving over 200 families controlling over $200 million in assets. Dave uses a consultative process to gain a detailed understanding of his clients' deepest values and goals. He then employs customized recommendations designed to address each client's unique needs and goals beyond simply investments.Successful individuals and families work with Dave to:- Develop and implement a comprehensive wealth management plan to help them reach their financial dreams.- Make smarter decisions in today's uncertain political, economic and social environment.- Obtain an independent second opinion from a top financial advisor in their community.Previously, Dave spent four years as a financial advisor with MassMutual Financial Group. He also held management positions at Dow Jones, NBC Internet and Global Securities Information Systems. He holds an MBA with a concentration in Finance & Investments from George Washington University and a bachelor's degree with a concentration in international finance from American University.