The Peloso-Barnes Group - Morgan Stanley Team - Purchase, NY
Morgan Stanley
The Peloso-Barnes Group
at Morgan Stanley
2000 Westchester Ave 1NC
Purchase, NY 10577
tel: (914) 225-6391
toll-free: (888) 499-8544 
fax: (914) 225-6770
Welcome

As one of the most diverse teams at Morgan Stanley, we have the knowledge and experience to help make a difference on your life.

Simplifying complexity through collaborative problem-solving and education

The world, never a simple place, seems to get more complex every day.  When you have a question about the impact of the latest news on you and your family, where do you turn for help?

Our clients often turn to us to help decipher news and events around the world.  They know that we will take the time to help them understand how the global becomes the local and the personal.  

What do you need to know to make sound financial decisions?  What factors are likely to affect your family’s finances and long term planning?  The more you know, the better able you and your family will be to live life on your terms, regardless of how your family is structured.

We believe that even the most sophisticated technology cannot accurately predict human behavior.  Our focus on your emotional needs as well as your financial goals and aspirations means a more conservative approach to risk management.

Strategies are framed in the context of trade-offs.  We work with our clients to help them prioritize the financial and emotional trade-offs that have the most value to them.

Contact us today for a no-obligation consultation and start ensuring that your investing strategies are aligned with your financial and emotional priorities.




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  • To learn more about me, my process, business and investment philosophy, please click on Working Together.

  • See May On the Markets from the Global Investment Committee featuring

    “Another Brick in the Wall” Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., says the stock market has shrugged off a lot of dysfunction in Washington, unsettling news from abroad and an anemic GDP report. Stocks are working their way higher thanks to strong earnings growth.

    “In Europe, This Year Is Really Different” Politics commands the headlines, but the equity markets are looking at the improved fundamentals and they like what they see, writes Vijay Chandar, market strategist for Morgan Stanley Wealth Management.

    “The Opportunity in Japanese Equities” For most of the past two months, so-called safe haven assets like the Japanese yen rose as investors started to question global reflation, and the higher yen pushed Japanese equities to the back of the global equity pack. Lisa Shalett, who heads up Wealth Management Resources and Investment & Portfolio Strategies, says the fundamentals suggest Japan should be a leader of the pack by the end of the year.

    • Plus, look for more on economics, investment strategy, fixed income, municipal bonds and a Healthcare Q&A featuring Andy Acker of the Janus Global Life Sciences Strategy Fund.

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