Since 1980, Joseph Lizzio has been a part of the Wall Street community, and in 1986, he started working in a Financial Advisory capacity with Morgan Stanley. Over the years, clients served have ranged from high net worth families, business owners, labor unions, non-profit organizations, corporations, as well as professional athletes and celebrities. Presently, he leads our team comprised of dedicated professionals who are committed to helping you achieve your financial goals.
We apply a consultative approach to each relationship where clients’ interests are paramount. Sometimes, the financial issues clients have can be complex and require thought, strategy and vision. After doing our due diligence and appropriate analyses, we deliver customized solutions which seeks to increase the probability of you meeting your particular financial goals. We accomplish this by providing principles of financial planning as well as modern portfolio theory in all instances. This strives to maximizing returns while minimizing risk. Our process is strategic with a tactical overlay that supports flexibility and lends itself to intellectual rather than emotional decisions.
We hold ourselves to the highest standard of personal and professional conduct. Trust is the cornerstone of each client relationship, and therefore we are mindful of our fiduciary responsibilities. We also strive for operational excellence in the pursuit of delivering a superior experience. This happens through teamwork and continuously examining ways in which we can improve. This is in honor of you, our client, our friend.
In an effort to best serve our clients, our team will collaborate with other professionals and may even engage in a strategic alliance when warranted. These kinds of professional alliances can consist of CPA’s, attorneys, agents or managers, as well as other professionals that we network with. Often this leads to an enhanced service offering for these professionals and their clients, allowing for a holistic approach when it comes to wealth management.
‘Our clients have access to the vast resources of Morgan Stanley while enjoying the personalized attention of a wealth advisory team that knows them by name.’
As the managed money unit of Morgan Stanley, Consulting Group has a long history of providing investment consulting advice and services to a broad range of individual and institutional clients. Their mission is to provide the highest level of sophisticated financial advice; objective investment manager, economic and capital markets research; and asset allocation advice to our clients.
See April On the Markets from the Global Investment Committee featuring
• “Uncomfortable” Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., admits to having been apprehensive when he published a bullish cover story for the 2017 outlook in January. He argued that a global synchronous economic recovery would carry the markets higher, an out-of-consensus view at the time. So far, it’s working out.
• “Rocking Retail” Economic statistics suggest consumers have plenty to spend, but they are changing the way they’re doing it. While online sales are on the rise, store closures are soaring, writes Denny Galindo, equity strategist at Morgan Stanley Wealth Management.
• “Keeping More of What Your Investments Earn” Have you noticed that taxes are taking a big bite of your investment gains? Tax-efficient investing offers ways to enhance your aftertax returns. This article is an excerpt from a recently published Morgan Stanley Wealth Management Special Report.
• Plus, look for more on investment strategy, equities, mortgage-backed securities, municipal bonds and commodities.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.