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About Us

Hi, I'm Kim.
Mother, advisor, listener.

Owner and Founder of WealthLogic, LLC

Uncommon for most financial professionals, my background spans psychology, teaching, puzzles, and gymnastics. All of which has helped me become the woman and financial advisor I am today.

Having started life in the state of Washington, I moved to Arizona for college. After several years, I found my understanding of individual behavior was well suited to helping people learn about finances. Once I saw first-hand how life changing the results of good financial planning can be for a person, it was like I was struck by lightning. There could be nothing else I would be satisfied doing professionally – being a financial advisor was my calling.

As a CERTIFIED FINANCIAL PLANNER™ professional, my passion is helping couples and career-focused individuals who are building wealth and maintaining careers while balancing multiple goals to work toward financial success. I’m a strong advocate of empowering people about money; my mission is to help you overcome the unique challenges you may face to help you successfully achieve financial security and peace of mind so you can focus on what’s important to you.

I received my undergraduate degree in Finance from Arizona State University W.P. Carey School of Business.

Originally from Shoreline Washington, I’ve called the Valley of the Sun home since 2001.

Thank you for reading, I look forward to meeting with you.

Kim Morton, CFP® 

"My mission is to help solve life's financial
puzzles and take the guesswork out of
your financial future."
-Kim Morton

Proud Supporter of Savvy Ladies:
Empowering Women Through Financial Knowledge
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All content is for informational purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. 

Opinions expressed herein are solely those of WealthLogic, LLC and our editors. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of materials discussed. All information and ideas should be discussed with your financial advisor before implementation. Advisory services are offered by WealthLogic, LLC an Investment Advisor in Arizona and where otherwise legally permitted.  

Being registered as an investment adviser does not imply certain level of skill or training. WealthLogic, LLC is not affiliated with or endorsed by the Social Security Administration or any government agency. 

The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the States where otherwise legally permitted. 

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Purchases are subject to suitability. This requires a review of an investor’s objectives, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital. 

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