The Roberts Group - Morgan Stanley Team - Lawrenceville, NJ
Morgan Stanley
The Roberts Group
at Morgan Stanley
1200 Lenox Drive
Suite 300
Lawrenceville, NJ 08648
tel: (609) 844-7911
toll-free: (888) 735-3885
fax: (201) 204-0714
Gregory J. Roberts
Welcome

The Roberts Group at Morgan Stanley is a wealth advisory group specializing in money management, retirement income and distribution strategies.  For 28 years, we have offered independent, unbiased financial counsel to attorneys, doctors, non-profit foundations, 401(k) plans, pension & profit-sharing plans, and to select high net worth individuals. Our vision is to be an "Essential Advisor", trusted to address your financial issues with tailored solutions that are established in your best interest.

Our group is committed to developing customized, objective wealth management strategies that provide our clients with income stability and a greater degree of confidence into their retirement.

We draw upon our experience, long-term focus, and investment discipline to bring a clear perspective on how to adapt proactively to changing economic environments.  We believe this is essential to effectively managing market risk and achieving favorable investment returns through times of both prosperity and uncertainty.




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  • Recipient of 2014 New Jersey 5 Star Wealth Managers Award

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

    • "Don’t Get Caught Flat- Footed" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, sees investing as a contact sport. There are times you are going to get hurt, but if you don’t play with a purpose, you are likely to hurt a lot worse.

    • "Growth a Little Later, Rate Hike a Little Sooner" First-quarter US economic data was disappointing, but we expect better reports as the year progresses. We now anticipate the Fed hiking interest rates in December instead of March 2016, our previous forecast.

    • "Still Bullish on Global Equities" Morgan Stanley & Co. strategists see the greatest upside potential in Europe, Japan and the US, and the least in the emerging markets.

    Plus, more on equities, fixed income securities and a Q&A on global investing with Carmel Wellso, director of research and a fund manager for Janus Funds.

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley  reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
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