The Wealth Management Group
Our clients often seek full estate and financial planning. To cater to this, we work in conjunction with the Wealth Management Team, a group of specialized tax, estate, and trust experts to meet your goals.
At The Morrissey Group, we work hand-in-hand with the Wealth Management Group's Estate & Insurance Advisors to develop a plan that compliments your current financial situation and communicates your wishes for the future. If needed, The Wealth Management group will work with your other centers of influence, including your accountant and lawyer to ensure we are not only meeting you goals, but are doing so consistently across all important areas of your life.
An introduction to some of the services offered by The Wealth Management Group:
- Financial Planning
- Estate Planning and Tax Specialists
- Trust Executor Services
See below for more information about the group. Please don't hesitate to contact us to further an introduction.
Wealth Management Group Brochure
Wealth Management is a Family Affair Chart
Know what you own, why you own it, and how much it pays.
Call us today: (416) 359-7743