The Peloso-Barnes Group at Morgan Stanley

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The Peloso-Barnes Group

OUR MISSION STATEMENT

You have the right to feel well cared for, informed and secure. Pursue your dreams and passions; we’ve got your back.

Our Story and Services

The Peloso-Barnes Group


You deserve a financial team that makes you feel well cared for, informed and secure. Advisors who understand the critical importance of your hopes and fears. Allies who celebrate your life choices and help you plan so that your dreams can come true.

Our top priority is to help you meet this simple definition of financial planning:

Making sure that the right person in your life will have the right cash needed to do the right thing at the right time.

If you are following a unique path, be it what you do, where you live or who you love, you’re likely to encounter complex circumstances.  We understand those challenges.  We are a team of Financial Advisors dedicated to simplifying the financial intricacies of your life. We get you and we’ve got your back.


 


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

Services Include

  • Financial Planning
  • LGBT Planning Services
  • Planning for Education Funding
  • Planning for Special Needs Individuals
  • Retirement Planning
  • Professional Portfolio Management

Who We Work With

As our client, you are smart, talented, and dedicated to forging your own way in the world. You may even have created a new path that wasn't expected, anticipated, desired or understood by the people around you. You may not have planned your path, but have discovered along the way that it's the most authentic choice available to you. 

We are intimately familiar with what it’s like to take courageous risks in life. That’s who we are and those are the people we work with. We support you in following your heart because that’s what we do, too. We know it’s aligned to your deepest truth.


Start a conversation with us.



Why Credentials Matter

Credentials really do matter. They demonstrate our deep level of knowledge, our advanced training, and our commitment to finding the very best solutions to match your needs.

 As a CERTIFIED FINANCIAL PLANNER (CFP®), Julia 

  • Has in-depth knowledge of key financial planning areas such as the financial planning process, tax planning, employee benefits and retirement planning, estate planning and insurance.
  • Is trained to see the big picture of your investment needs.
  • Is ethically bound to advocate on behalf of you and to act in your best interests.


As a Certified Portfolio Manager (CPM®), Julia
  • Can provide you with a level of portfolio management services historically offered only to institutional investors.
  • Is among a highly select group of Morgan Stanley Financial Advisors.
 

As an Accredited Domestic Partner AdvisorSM (ADPA®), Julia
  • Can address the unique financial planning needs of lesbian, gay, bisexual, and transgender (LGBT) individuals, as well as heterosexual couples who have chosen not to marry.

 
As a Chartered Retirement Planning Counselor (CRPC®), Julia
  • Is able to apply advanced retirement tools & knowledge to your situation.
  • Is experienced in designing retirement income streams, navigating health care options in retirement and understanding the emotional component to your retirement.

Contact Us


Meet The Peloso-Barnes Group

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

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

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

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

Ready to start a conversation? Contact The Peloso-Barnes Group today.

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