Of course, if you’re local to Connecticut, we’d love to meet you in person. While many of our clients are in Connecticut, we work with retirees and soon-to-be retirees all over the United States. Even if you’re local, we’re happy to meet via phone or video. A complex, unique password protects all virtual meetings. We adhere to strict security guidelines to protect your privacy.

We’re a commission-free (a.k.a. fee-only) retirement and tax planning firm. Our fees depend on your needs and complexity and are a transparent line item on every statement you get from us.

Some financial advisors are commission-based, which means that fees might be hidden. Worse, these can often create conflicts of interest. Not Morrissey Wealth Management. We’re fee-only so that we can be unbiased. We work for you.

One transparent fee includes the management of all your investment accounts and ongoing retirement and tax planning. When you work with us, our goal is to lower your taxes, help you invest smarter, and create reliable income in retirement.

We do our best work with retirement-ready clients looking for a long-term partnership. Flat fee retainers start at $5000 per year for those not yet ready for investment management.

Three crucial things about our firm separate us from others:

All we do is retirement planning. We’re retirement specialists with a simple goal: make sure you have enough money for retirement.

We limit the number of new clients we take on so we can continue delivering massive value and impeccable service.

By investing in industry-leading technology, we simplify our client's lives and make retirement easier.

Great question! But first, let us tell you why you shouldn’t hire us.

If you’re looking for an advisor who will trade stocks to “beat the market,” you’re in the wrong place. Why? Because we only focus on what you can control. Predicting if the stock market will go up or down, or guessing what interest rates will do next, are not things you can control.

But if you’re interested in lowering your tax bill, investing smarter, and creating a reliable income stream in retirement, you’re in the right place.

It’s never too early to start thinking about retirement. Get started with a Retirement Readiness Report.