Work With Us
Get started with one of these financial planning services:
Morrissey Wealth Management is a fee-only registered investment advisory firm focused exclusively on retirement planning. Let us take care of all the details for your retirement planning so you can focus on enjoying your time.
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Financial Planning
A comprehensive financial plan addressing all key areas of retirement planning. A limited engagement allowing us to create your plan for retirement.
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Ongoing Wealth Management
A custom blend of retirement planning & investment management for one annual fee. Semi-annual meetings to keep your planning on track.