As your Financial Advisors, The Panza Wheway Group at Morgan Stanley provides customized investment strategies for High Net Worth and Affluent Clients looking to manage, grow, preserve and transition their wealth. We seek to build long-term, multi-generational relationships with clients based on trust, integrity, and superior service. Our interest is to understand as much as possible about a client’s circumstances, objectives, and risk tolerance in order to help guide the process of managing their wealth. Every client has unique goals and aspirations. Working together we will design and implement a targeted investment plan that helps address your distinct needs. You will receive personalized advice, objective guidance and a focused dedication to you as an investor.
We are pleased to announce that Financial Advisors Robert A. Panza and Earl D. Wheway, Jr., CFP of The Panza Wheway Group at Morgan Stanley have been named Connecticut Magazine 2015 FIVE STAR Wealth Managers for 2015. The article will appear in the December, 2015 issue of the magazine. Please see “In the Press” for details, methodology, and criteria.
As CERTIFIED FINANCIAL PLANNER practitioners, we will review your whole financial picture to educate you on the best decisions for you & your family to help achieve your goals within your risk tolerance while providing high quality of service. To learn more, email us.
A key component of any plan is life insurance. To receive a complimentary insurance review, call or email us.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.
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