We have been offering comprehensive, holistic wealth management, and financial planning for more than three decades. Our team is led by founder and President William "Bill" Morrissey, CFP®, AEP®, and business partner Tammera “Tammy” L. Prouty, CFP®, who has been with the company since 2000.
Bill and Tammy are both members of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA). They are also both CERTIFIED FINANCIAL PLANNER® professionals and NAPFA-Registered Financial Advisors.
Our goal is to prudently grow your assets while at the same time preserving what you have already accumulated.
We are a fee-only fiduciary financial planning firm, which means we don’t receive commissions from any third party. Our sole compensation, and our sole priority, is you, the client.
With all our services aligned with the philosophy behind Financial Life Planning, we will help you clarify your actual values, priorities, financial goals, and aspirations.
