Morrissey Wealth Management LLC

Morrissey Wealth Management provides discretionary investment management, financial planning (single-project and ongoing) and ERISA retirement-plan services to individuals, high-net-worth clients, trusts, estates and businesses, operating with the common industry model of portfolio management and percentage-of-AUM billing. The firm generally targets household relationships at or above $500,000 and delivers ongoing portfolio oversight and financial planning work consistent with those client types.

The firm’s investment process combines fundamental, technical and cyclical analysis with a predominantly long-term orientation while permitting shorter-term trades for rebalancing or cash needs; client accounts are reviewed at least quarterly. For retirement-plan clients the firm can serve as a 3(38) investment manager, assists with forming investment policy statements and qualified default investment options, and provides participant education and group enrollment meetings as part of plan services.

What is notable relative to peers is the firm’s emphasis on educational programming and content: it conducts participant education and group workshops for plan sponsors and, separately, licenses financial-planning course material to other advisors through an affiliated educational business. The firm also uses a third‑party platform to manage held‑away defined-contribution assets and covers the platform’s fee for clients rather than charging an additional advisory charge for that service.