Let us help you grow more than wealth

Our mission statement

We provide high quality, customized wealth management services to individuals and their families, corporations and qualified plans. We also offer independent consulting services to foundations, endowments, trusts and charitable organizations. We believe a prudent way to accumulate wealth and defer taxes is to invest in high quality stocks and bonds that are both technically and fundamentally sound. After identifying the risk profile of a client, we assess the risk levels of both the stock and bond markets. Only then do we choose the strongest sectors and begin building the portfolio. Successful investing requires a disciplined process that includes goal setting, developing an appropriate, long-term game plan, constant risk management, and an adherence to client goals. Ultimately, we believe in employing an investment methodology for stocks and bonds that adapts to any economic and market environment…an investment methodology that never goes out of style.

Never let emotional decisions replace rational judgment.

Global Insight Midyear Outlook

Global Insight Monthly cover - May 2025

Curves ahead

Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. Read the Global Insight Monthly »

Gain financial flexibility

Be prepared for many of your financing needs by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact us today to explore this potentially untapped source of opportunity. 

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Meet the team

Contact

The Morton Caulford Group

203-351-9333
angelika.caulford@rbc.com

Be cyber aware

In today's digitally connected world, not everyone is who they claim to be. That’s why we are committed to helping our clients learn how to protect themselves and their data. Learn more.

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Latest Insights

Couple doing taxes

One Big Beautiful Bill Act: Beauty is in the eye of the beholder

Jul 17, 2025 | Kelly Bogdanova

President Trump’s mega-legislation brings pro-growth, investor- and business-friendly measures but also puts greater strain on the already very high federal debt. We look at the highlights and lowlights before assessing the potential economic imp

Read more
Disclosures

RBC Credit Access Line is a securities-based, demand line of credit offered by Royal Bank of Canada, an Equal Opportunity Lender and a bank affiliate of RBC Capital Markets, LLC. Subject to Credit Approval. Securities-based loans involve special risks, are subject to minimum collateral requirements, and are not suitable for everyone. Additional restrictions may apply.

Skip Morton is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, CT, DC, FL, GA, IL, MA, MD, ME, NC, NJ, NV, NY, OH, OR, PA, RI, TN, TX, VA, VT.

Skip Morton, NMLS # 1543562, and Angelika Caulford, NMLS # 1819044 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Angelika Caulford is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, CT, DC, FL, GA, IL, MA, MD, ME, NC, NJ, NV, NY, OH, OR, PA, RI, TN, TX, VA, VT.

Read additional advisor disclosures.