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

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 October On the Markets from the Global Investment Committee featuring

    • "Testing, Testing" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, says market corrections typically retest their first bottom about two months later—and that is what’s probably happening now.

    • "Cycle Slower, Not Over" There’s ample evidence that global growth is slowing, and Morgan Stanley & Co. economists have lowered their 2015 and 2016 forecasts. Nonetheless, they still see growth, not recession.

    • "MLPs Face a Perfect Storm" Master limited partnerships (MLPs) are down about 35% for the year to date on a perfect storm of investor concerns about MLPs’ volume of business, low energy prices and uncertainty about interest rates.

    Plus, look for more on equities and bonds, as well as a question-and-answer session with an investment strategist who argues that “people are too cynical” about the economy and then offers a new growth paradigm.

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.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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