"Only buy something that you’d be perfectly happy to hold if the market shuts down for 10 years."
- Warren Buffett
The Gannon Group at Morgan Stanley* helps manage wealth exclusively for affluent families, CEOs and business owners – serving select private investor families/five living generations.
Our group is a thought leader, focusing on potential investor returns net of taxes, fees, inflation and spending. Our investment approach & after-tax analysis of securities have been featured in BusinessWeek (2009)2, the CFA Institute (2008)3, and the Journal of Wealth Management (2006)4. Mr. Gannon’s first major book: Investing Strategies for the High Net-Worth Investor: Maximize Returns on Taxable Portfolios, published by McGraw-Hill in December 2009, has additionally received recognition among investing and business media including: Forbes, Morningstar, the Institute for Private Investors (IPI)5 and the St. Louis Business Journal (2009).6
We offer clients prudent financial advice, investment strategy and customized plans designed to help wealth fortification. The Gannon Group at Morgan Stanley*’s direct wealth management model allows us to balance our time between money management and working together with family members.
1 Mary Buffett and David Clark, The Tao of Warren Buffett: Warren Buffett’s Words of Wisdom: Quotations and Interpretations to Help Guide You to Billionaire Wealth and Enlightened Business Management, (New York: Scribner, 2006), p. 153. Copyrighted Material: http://www.brainyquote.com/quotes/quotes/w/warrenbuff173492.html 2 “Stocks vs. Bonds: Tax Strategies, State by State”, Lewis Braham, BusinessWeek, December 21, 2009, http://www.businessweek.com/magazine/content/09_51/b4160082982242.htm
3 ‘Rethinking Tax-Efficient Asset Allocation for the High-Net-Worth Investor’, from the 2008 CFA®® Institute Annual Conference, http://www.cfawebcasts.org/modules/Catalog/CourseDetails.aspx?ProductGroupID=5571
4 “After-Tax Returns on Stocks Versus Bonds for the High Tax Bracket Investor”, Niall J. Gannon and Michael J. Blum, Journal of Wealth Management, Fall 2006, Vol. 9, No. 2: pp. 35–45
5 Niall J. Gannon, Investing Strategies for the High Net-Worth Investor: Maximize Returns on Taxable Portfolios, (New York: McGraw-Hill, 2009)
6 “Make more millions”, Greg Edwards, St. Louis Business Journal, January 29, 2010 http://stlouis.bizjournals.com/stlouis/stories/2010/02/01/tidbits1.html
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