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Morrissey Wealth Management LLC

EST. AUM
$165,087,251

CONTACTS
4

CLIENT ACCOUNTS
435

Firm Details

Metro area Hartford
CRD Number 291228
Website morrisseywealthmanagement.com
Client types

Overview

Morrissey Wealth Management LLC is a Registered Investment Advisor based in North Haven, Connecticut. The firm focuses on providing retirement planning and investment management services to individuals aged 50 and older. With a commitment to objectivity and client-centered guidance, the firm operates under a fiduciary standard. It was founded by Ryan Morrissey in 2018 to offer personalized financial strategies that help clients achieve clarity and confidence as they prepare for and enter retirement. Morrissey Wealth Management emphasizes proactive planning, long-term partnerships, and a structured advisory process tailored to each client’s unique retirement goals.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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