Demand more from your Financial Advisor.
You’re heading toward retirement, so you want financial security and stability.
Most of all, you need peace of mind.
This is only possible when you partner with an unbiased expert.
As a fee-only firm, we operate as a Registered Investment Advisor through Morrissey Wealth Management, LLC. We always act as fiduciaries for our clients.
Translation: You can trust that we operate according to a standard that always puts your interests first.
Find us in North Haven, CT, but we can work with you anywhere in the US.
Meet Your Wealth Management Team
Ryan Morrissey | Wealth Advisor | Principal
Hi, I’m Ryan Morrissey, and as a Fee-Only Financial Planner, I specialize in helping people over 50 develop
and implement a solid and reliable plan for retirement.
After graduating from the University of Delaware, I started my Financial Advisor career with Morgan Stanley.
After making it through the 2008 financial crisis bruised, but hopeful, I realized that I could better serve my clients
if I were independent. In 2010, I transitioned to an independent Financial Advisor and was affiliated with LPL Financial.
While I continued doing the work I love, I knew I had to do more.
After years of consideration, in 2018, I finally stepped out on my own to form Morrissey Wealth Management and become a Fee-Only Financial Planner. Today, I’m proud to be a full-time fiduciary for our clients.
You can also find me speaking around North Haven on topics relating to wealth management and retirement planning.
Designations:
CFP®, CLU®, ChFC®, CMFC®
These sought-after designations require advanced coursework in taxes, retirement planning, estate planning, investments, and risk management. Maintaining these demands a rigorous program of ongoing education and adherence to a strict code of ethics, which I’m proud to uphold.
When I’m not supporting clients with their retirement plans, you’ll find me working on my golf swing, enjoying time with my wife and two kids, cheering in the stands at UConn sporting events, and further educating myself about retirement planning.
Cheryl Thomas | Client Service Associate
Cheryl is a Client Service Associate and is integral to delivering exceptional client service.
When you work with us, you’ll get to know and love Cheryl just as much as we do.
You’ll quickly see how much she enjoys building and maintaining strong relationships with our clients.
Cheryl brings a unique enthusiasm to her work. She began her career in the legal field, working as a Paralegal, then moved into
a corporate position with Traveler's Realty Investment Company, a division of Traveler's Insurance Company. After twelve years
and as her family grew, she shifted her focus to raising her children.
When she’s not obsessing over every client’s experience, she’s health coaching and training others to get stronger or enjoying time with her husband and three children.
Kyle Plouffe | Paraplanner
Kyle is our Paraplanner who works closely with Ryan Morrissey to develop financial plans and support portfolio management. She is
a graduate of The University of New Haven where she majored in criminal justice.
While in college, Kyle worked for a financial planning firm where she gained a passion for the financial industry and decided to
change career paths. Kyle comes to Morrissey Wealth Management with 10+ years of financial experience. When she’s not
in the office, you will find her cheering on her children at various sporting events.
The Morrissey Wealth Management team is excited to support you with the following:
Retirement Income
Tax Reduction
Investment Strategies
Insurance Coverages
Estate Planning
Let us help you organize and simplify your financial life so you can enjoy the retirement life you deserve.
These Are Our Values
Objectivity
As a fiduciary Registered Investment Advisor, we’re not only ethically bound to put the interests of our clients ahead of our own — we’re bound legally. We hold ourselves to the highest standard of excellence to act on your behalf. We don’t get any commissions on the portfolios we recommend. You can trust us to fully disclose any conflicts of interest.
Organization
When you have clarity on your financial goals, only then, can you forge a path to get there. We’ll guide you through every step.
Proactivity
Expect us to anticipate your needs and issues before you even need to voice them. This is all we do. Count on us to always be available to answer your questions and guide you.
Partnership
We’re here for you for the long run. When you partner with us, expect to understand your finances, giving you the confidence to know you’re on the right financial path to achieving your goals.
Personalization
No one likes cookie-cutter advice. Get tailored recommendations and your own personal client website to aggregate, track and manage all of your assets, available to you 24/7, 365 days a year.
Education
Knowledge is power. You’ll receive regular performance reports, newsletters, and regular check-ins with us, so you’re always in the know. We’re here to give you straightforward answers when you need them.
Accountability
Clients appreciate our transparent fee schedule. Your full-time discretionary investment management is handled by a local Certified Financial Planner™ Practitioner, dedicated to your needs.