Morey & Quinn Wealth Partners

Morey & Quinn Wealth Partners is an SEC‑registered investment adviser serving individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, and corporations, with about $373 million in assets under management and three advisors. The firm offers financial planning and discretionary wealth management, including portfolio construction using individual equities, bonds, mutual funds, and ETFs, and provides retirement rollover guidance as part of its services.

The firm’s advice is grounded in fundamental analysis and is tailored to each client’s objectives, risk tolerance, and time horizon; account supervision and reviews are generally conducted on a quarterly basis. It typically manages accounts on a discretionary basis, works through third‑party custodians and broker‑dealers, and recommends wrap‑fee programs sponsored by broker‑dealers (receiving a portion of the wrap fee for management services).

Distinctive aspects disclosed in the brochure include registered‑representative affiliations with a broker‑dealer and licensed insurance activity among firm personnel, each of which can generate separate commissions and is identified as a potential conflict of interest in the firm’s disclosures. The brochure also notes the firm’s participation in wrap programs and references third‑party ratings in its materials, features that are less common among similarly supported advisers and are explicitly disclosed for client consideration.