About Wyatt Morgan Group

A trusted partner in financial strategy, serving the greater Boston area with integrity and expertise.

Our Story

Wyatt Morgan Group LLC was founded with a clear purpose: to bring institutional-quality financial guidance to individuals, families, and growing businesses in Boston and beyond. We believe everyone deserves a financial strategy built on clarity, not complexity.

Led by Benjamin Arsenault, our team brings deep expertise across wealth management, business advisory, tax planning, and risk mitigation. We work as an extension of your team, aligning every recommendation with your long-term vision.

Financial advisor consulting with client

Our Mission

To empower our clients with the knowledge, strategies, and confidence they need to achieve lasting financial security. We do this through transparent advice, disciplined planning, and a genuine commitment to every client's success.

Integrity First

We act as fiduciaries, always placing your interests ahead of our own. Honest counsel is the foundation of every relationship we build.

Tailored Strategies

No cookie-cutter plans. We take the time to understand your unique situation and craft solutions that fit your life, not the other way around.

Long-Term Partnership

Financial planning is not a one-time event. We stay engaged through every milestone, adapting your plan as your world evolves.

Why Clients Trust Us

Our clients come to us for expertise and stay for the relationship. Whether you are an entrepreneur navigating growth, a family planning for retirement, or a professional building wealth, we meet you where you are and help you get where you want to go.

Based at 636 Beacon Street in the heart of Boston, we are accessible, responsive, and always ready to have the conversation that matters most to your financial future.