Our mission is to help our clients live the life they have
always dreamed of by organizing and simplifying their financial lives.
We will help you clarify what your financial goals are and how to pursue them.
We are always conveniently available to answer your questions and guide you along the way.
We will be in constant communication with you through regularly scheduled check ins, performance reports, and newsletters so that you
know where you stand.
By going through our process, you will have a greater understanding of your finances and know that you're on the right financial path to pursue your goals.
The Morrissey Difference:
Local CERTIFIED FINANCIAL PLANNER™ Practitioner dedicated to your needs
Full time discretionary investment management
Personal client website to aggregate, track and manage all assets
Access to a deep financial planning team that is there to answer all your financial planning issues and concerns
Transparent fee schedule without a hidden agenda
Weekly financial market newsletter