Blue Sky Wealth Group & New York Life

Professional & Client-Focused

At Blue Sky Wealth Group, Chief Principal Brendan Morrison provides sophisticated financial guidance designed to help individuals, families, and organizations protect their wealth, optimize investments, and prepare for a secure financial future. By combining a holistic approach with industry-leading expertise, Brendan ensures clients have a clear, actionable strategy tailored to their unique financial goals—even in an uncertain economic landscape.

Through his role as an Investment Advisor Representative with Eagle Strategies LLC, Brendan delivers personalized investment advisory services. He specializes in tax-efficient investing, retirement income solutions, portfolio management, and advanced financial strategies. By integrating these advisory services with insurance and investment solutions, Brendan provides a unified, long-term approach that balances growth, risk management, and legacy planning.

In addition, Brendan serves as a Registered Representative with NYLIFE Securities LLC, offering access to a broad suite of investment products including mutual funds, 529 college savings plans, and variable annuities. In this capacity, he helps clients strategically invest to meet both short- and long-term objectives, aligning each recommendation with individual financial timelines and priorities.

And maintaining licenses to work as seasoned life insurance and annuity professional affiliated with top-rated life insurance providers, allows Brendan to work closely with clients to evaluate risk, protect income, and create lasting legacy plans. From safeguarding family wealth to designing comprehensive estate strategies, he provides clarity and confidence when navigating complex life insurance solutions.

Whether you are an individual, family, or organization, Blue Sky Wealth Group offers the resources, expertise, and professional network to create comprehensive strategies designed for lasting financial success. Brendan’s multi-faceted approach—spanning insurance, investments, and advisory services—is grounded in integrity, transparency, and industry-leading standards. At Blue Sky Wealth Group, clients gain more than financial products—they gain a trusted partner committed to protecting and growing wealth for generations to come.