With a combined 20 years of experience managing investments, The Newman Group at Morgan Stanley has developed a passion for helping clients surpass their financial dreams. We strive to make certain that our clients have an understanding of where they are and a vision of where they want to be, and then we work side by side with them to help bring their goals to fruition.
We are committed first to listening and then to finding the most appropriate solutions that fit our clients’ needs based on suitability. We pride ourselves on high quality customer service and frequent communication. As Financial Advisors with Morgan Stanley, we have access to world class research, intellectual capital, and investment solutions within and outside of our firm. We use an open architecture structure, choosing solutions from multiple sources based on our own in-depth due diligence. We manage both fee-based portfolios and transactional portfolios, depending on what is deemed most appropriate for our client.
We have a simple five-step process:
• Review your goals, time frame, risk tolerance, assets and liabilities
• Review your income and expenses, liquidity, tax bracket and account structure
• Help customize and implement your strategy
• Provide ongoing monitoring, reallocation, and performance reviews
• Provide financial plan reviews and amend your financial plan based on life events
or changes in goals
We offer comprehensive service:
• Portfolio Management
• Retirement Planning
• Income Planning
• College Planning
• Tax Strategy
• Access to Lending Services
• Insurance Solutions
• Corporate & Individual Retirement Solutions
We love what we do, and we welcome the opportunity to assist our current clients and future clients with achieving their financial dreams.
See January On the Markets from the Global Investment Committee featuring
• "2015: The Great Rebalancing Act" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, sees a global rebalancing this year that should lead to broader economic and earnings growth, including an acceleration in Europe, Japan and several emerging markets. He is still bullish on US equities, but even more so on stock markets in Europe and Japan.
• "The US Economy: Are We There Yet?" The US is in the midst of a tepid cyclical pickup in aggregate demand, writes Vincent Reinhart, chief US economist for Morgan Stanley & Co. Lower energy costs should help boost economic activity in the near term, and fiscal policy is becoming a bit more supportive of growth.
• "Volatility … It’s Back!" The Federal Reserve’s unconventional Quantitative Easing (QE) policy of the past five years kept market volatility in check. Now that QE is over, volatility is picking up. Here are some ideas for investors on how to deal with market swings.
• Plus, look for more on US and global equities, fixed income investments, commodities and real estate.