Morrissey Wealth Management

At Morrissey Wealth Management, we understand that retirement is a significant milestone in life, and it requires careful planning to ensure a comfortable and secure financial future. Our team, led by Fee-Only Certified Financial Planner Ryan Morrissey, is dedicated to providing personalized financial planning, investment management, and retirement plan consulting services to individuals and families approaching or in retirement.

Our Story

As a Fee-Only Registered Investment Advisor, we operate with transparency, integrity, and a commitment to putting our clients' interests first. We believe that everyone deserves a peaceful and financially independent retirement, and we're dedicated to helping our clients achieve their goals. Our founder, Ryan Morrissey, has a passion for helping people over 50 develop and implement a solid and reliable plan for retirement, and he has built a team of experts who share his vision.

Our Services

We offer a comprehensive range of services designed to help our clients achieve financial peace of mind in retirement. Our services include financial planning, investment management, ongoing wealth management, and retirement plan consulting. We take a holistic approach to financial planning, considering all aspects of our clients' financial lives, including retirement income, taxes, estate planning, and more. Our goal is to help our clients reduce taxes, invest smarter, and optimize their income in retirement.

Our Expertise

Our team has extensive experience in retirement planning and wealth management, and we're committed to staying up-to-date with the latest trends and developments in the industry. We're dedicated to providing expert guidance and personalized service to each of our clients, helping them navigate the complex world of retirement planning and wealth management.

Our Values

At Morrissey Wealth Management, we're committed to operating with integrity, transparency, and a commitment to excellence. We believe in building long-term relationships with our clients, founded on trust, respect, and a deep understanding of their unique needs and goals. We're dedicated to providing unbiased, objective advice, and we're committed to helping our clients achieve financial peace of mind in retirement.