Blue Sky Wealth Group & New York Life

Professional & Client-Focused

Comprehensive Financial Guidance — Backed by Trusted Institutions, Led by Brendan Morrison

At Blue Sky Wealth Group, Chief Principal Brendan Morrison proudly serves clients in multiple capacities to help them protect what matters and prepare for a confident financial future. This holistic approach provides Blue Sky Wealth Group with the tools to serve clients in the best capacity possible while designing a plan to achieve their financial goals in an unknown future.

An Insurance professional with New York Life Insurance Company and maintaining brokerage agreements with various other life insurance companies, Brendan works closely with individuals and families to understand their needs and recommend the right life insurance solutions. Whether it’s income protection, legacy planning, or securing your family's future, he helps you navigate the options with care and clarity.

Brendan is also a Registered Representative with NYLIFE Securities LLC, a registered Broker-Dealer that offers a wide range of investment products like mutual funds, 529 college savings plans, and variable annuities. In this role, Brendan helps clients access financial tools that align with their goals and timelines. This part of his work is focused on facilitating transactions — helping you invest in products that can support your short- and long-term financial plans.

In addition, Brendan is a Investment Advisor Representative with Eagle Strategies LLC, a Registered Investment Advisor. Through Eagle Strategies, he provides personalized investment advisory services. This relationship allows Brendan to guide clients through more comprehensive strategies, such as retirement income solutions, tax-efficient investing, and portfolio management — all built around your unique priorities and life goals.

Whether you're an individual, family, small business, or organization Blue Sky Wealth Group has the resources to design an extensive strategy to help you reach your fiscal goals. While Brendan may wear multiple hats, his approach is unified: to serve with integrity, clarity, and a long-term, holistic view. Each role he plays — whether as an agent, representative, or advisor — is supported by a strong professional network and regulated by industry standards designed to protect you and uphold astutely high financial standards. At Blue Sky Wealth Group, you’re not just getting a product or a financial strategy — you’re gaining a trusted partner for the journey ahead.