The Montgomery Group at Morgan Stanley* strives to provide the highest level of sophisticated financial advice available to its clients. Using a four-step process that is unique to each and every client, we begin by profiling each client's financial objectives and tolerance for risk. After this initial consultation, we work closely with our team of financial planning professionals to help each client develop a financial plan that is custom tailored to their own situation. Once the plan is finalized, an asset allocation and investment strategy proposal is then implemented that helps clients meet their specific goals. On an ongoing basis, the performance of each plan is then monitored against the client's objective and relevant financial market indices.
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People are looking for retirement to be more fulfilling and engaging. A solid strategic plan – along with investments that are right for you – is one way to help ensure success. Learn more about some of the resources we can use to help you achieve your goals in today’s new retirement.
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