At The King Poljak Group, we take pride in our personalized approach to wealth management that has enabled us to serve our clients and their families from generation to generation. We are committed to helping you identify and reach your most important objectives with strategies designed specifically with your needs, attitudes and values in mind. And if we do say so ourselves, our credentials are impeccable:
A PhD in Economics.
Advanced industry designations like Certified Investment Management Analyst (CIMA) from the Wharton School of Business at the University of Pennsylvania and Certified Financial Planner (CFP)
Years of experience helping clients address both sides of their personal balance sheets and every aspect of their finances.
The King Poljak Group offers the personal attention you would expect from a local team of dedicated financial professionals, but we also provide access to the vast resources of Morgan Stanley, one of the world’s most respected financial services firms. This combination helps us provide our clients with the advice and guidance they need to:
Retire with confidence, not compromise
Transfer wealth to the next generation
Support aging parents without depleting a legacy
Adapt to divorce or the death of a loved one
Exit a business or start a new one
Whatever your challenges, we can help you surmount them... and always with a cohesive plan that reflects your unique circumstances, timeframe and risk tolerance.
See October On the Markets from the Global Investment Committee featuring
• "Retest and Rebalance" The equity market sell-off of the past few weeks is a retest of the August correction, not a judgment that the global economic recovery is faltering, says Michael Wilson, chief investment officer of Morgan Stanley Wealth Management. He believes that central bankers’ efforts to rebalance the uneven global recovery will succeed.
• "Global Growth: Lower for Longer" The upside of a tepid and uneven global recovery is a long economic expansion, writes Joachim Fels, chief global economist of Morgan Stanley & Co.
• "All About That Base (Case)" Adam Parker, chief US equity strategist for Morgan Stanley & Co., lays out his base case 12-month stock market forecast—2,125 on the S&P 500, up more than 7% from the Sept. 30 close.
Plus, look for more on equities, fixed income investments and currencies.
To see timely market recap, see Cash Market Rates Snapshot.
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