At Moraes & Cassidy, we believe…

…the ability to successfully pursue your goals in life requires an effective financial strategy and the guidance of a partner that values commitment, trust and integrity.

…protecting and preserving a lifetime of assets requires an objective approach to asset management.

…the size of your account should never dictate the amount of attention you receive.

…the advisors you work with should genuinely care about you and your family, serving as your advocate and guide.

Financial Planning | Retirement Income Planning | Investment Planning | Estate & Legacy Planning | Insurance Education Planning

Learn more

Commitment | Trust | Integrity

If you're seeking a refreshingly different approach to managing your finances — one that places your needs and goals first — we invite you to discover why generations of families trust Moraes & Cassidy to pursue financial independence on their terms.

It would be an honor to put our years of experience to work for you, helping you live the life you envision.

Learn more