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The Chimerakis Group

OUR MISSION STATEMENT

Simplifying Your Financial Life and Helping You Achieve Your Goals

Our Story and Services

Our Story

True financial planning is not only about the investments, but also about listening and understanding what is truly important to you.  

At The Chimerakis Group at Morgan Stanley, we are active, careful listeners who serve you by leveraging the resources of one of the world’s largest and strongest financial institutions to ensure you get the personalized attention you need and the specialized service you deserve, along with strategies designed to meet the complexities of your situation. Our clients are families, business owners, professionals, institutions, athletes and coaches seeking to grow, protect and transfer the wealth they have worked hard to achieve.

A strategically sound financial plan may incorporate sophisticated tactics and elaborate planning. But, we believe that all financial decision-making comes down to one simple question: does this help me achieve my goals? 

Our aim is to make complex financial issues simple. Our plans and investment strategies are backed by rigorous, repeatable processes and the latest financial thinking to help you achieve your goals. 


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Services Include

  • Alternative Investments
  • Annuities
  • Business Succession Planning
  • Cash Management
  • 529 Plans
  • Financial Planning
  • Life Insurance
  • Qualified Retirement Plans
  • 401(k) Rollovers
  • Estate Planning Strategies
  • Corporate Retirement Plans
  • Defined Contribution Plans
  • Philanthropic Services
  • Qualified Plans

Location

Location

  • 3801 Pga Boulevard, Suite 700
  • Palm Beach Gardens, FL 33410


    Experience

    Experience

    We have relied on three core principles that enable clients to understand their financial position, have confidence in their decisions and feel optimistic about the future:

    SIMPLICITY

    Our goal is to help simplify your life, so you can devote yourself to the areas of your life that are most important to you.

    CONFIDENCE

    In addition to decades of experience in financial and wealth management, The Chimerakis Group is backed by the global resources and intelligence of Morgan Stanley, so you can feel confident in getting the stability you seek.

    TEAMWORK

    We understand and believe that our role is to serve your needs and protect your best interests. As our client, you are a member of the team, as well. We encourage you to play an active role in helping us understand your objectives and preferences so that we can develop meaningful and effective solutions specific to your needs.

    Working With You

    Working With You

    Our consistent and enduring investment philosophy is: 

     - Rigorous
     - Rules-based
     - Repeatable 

    Over the past 35 years, we have developed and refined a, four-step wealth management process: 

    Discover 

     - Understanding your financial goals, potential obstacles and preferences
     - Identifying your interests, if any, in our wealth management services beyond investing
     - Gathering documentation
     - Opening dialogues with your accountant and attorney, if necessary


    Propose

     - Developing a personalized Financial “Game plan” – a one-page summary of your financial goals
     - Providing investment portfolio recommendations
     - Offering value-added wealth management services
     - Providing an implementation and transition schedule
     - Talking about how we will work together


    Implement

     - Initiating the financial plan
     - Phasing in the investment recommendations
     - Enrolling in wealth management services
     - Sending transfer forms and consolidating assets
     - Reviewing the forthcoming client statements


    Monitor

     - Monitoring progress according to the plan
     - Adjusting the plan and investments, when needed
     - Helping you navigate your options


    Our Clients

    Clients

    We have enjoyed the opportunity of serving families, business owners, professionals, institutions/401k plans and retirees across 30 states and have taken great pride in doing it for over 35 years. We understand the benefits of sound financial planning, tax-smart investment strategies and balanced asset allocation, so our clients enjoy the merits of their hard work and have confidence in their financial future. 

    As a Morgan Stanley Sports & Entertainment team, we proudly serve coaches and players in the NFL, NBA, PGA/LPGA Tour and ATP/WTA Tour. We understand their benefits and compensation structures and know how to overlay them with investments at the firm. We also work with players on their philanthropic endeavors and estate plans.

    Who We Serve and Understand
    Business Owners
    Service Professionals - Lawyers, Doctors, CPAs
    Families
    Retirees
    Institutions
    Donor Advised Funds
    NFL Coaches
    NBA Coaches
    PGA / LPGA Tour Pros
    ATP / WTA Tour Pros

    Comprehensive Wealth Management Services
    Retirement Planning
    Financial Planning
    Alternative Investment Strategies
    Liquidity Events
    Philanthropic Giving Strategies
    Estate Planning
    Cash Management

    Meet The Chimerakis Group

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    More From Morgan Stanley

    Ready to start a conversation? Contact The Chimerakis Group today.

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