Why Us

Our mission is to help our clients live the life they have
always dreamed of by organizing and simplifying their financial lives.

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CREATE CLARITY

We will help you clarify what your financial goals are and how to pursue them.

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CONVENIENCE

We are always conveniently available to answer your questions and guide you along the way.

 
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CONSTANT COMMUNICATION

We will be in constant communication with you through regularly scheduled check ins, performance reports, and newsletters so that you
know where you stand.

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FOSTER CONFIDENCE

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