The Martin-Rizzo Group at Morgan Stanley offers a comprehensive wealth management approach to help individuals plan for their financial future. Our goal is to thoroughly understand your financial needs and then align the resources to help meet them. We can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas and major purchases, assist you in developing and executing a strategy that is precisely your own and help you meet your needs.
One asset that is generally overlooked during the financial planning process is land. For over 25 years, our team has worked with clients and local land trusts across the country to help preserve thousands of acres of land. By donating the development rights on a piece of property, not only can landowners preserve the natural beauty of their land, which they still own, but there may be tax advantages to doing so.
Our team goes beyond managing investments. We take great pride in helping individuals and families involved in personal injury and wrongful death settlements. We understand that this can be an overwhelming time for those individuals and try to offer a holistic approach to help them gain a sense of their financial situation. Whether they need a structured settlement, special needs trust or upfront money management, we can assist them in developing a financial plan suited to their needs and their family’s needs.
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Whenever the S&P 500 experiences a 1% move (up or down), The 1% Move posted under Investing & Market Insights, will provide guidance. Whenever you have questions about market activity, please contact us.
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