The Pierson Russi Group at Morgan Stanley

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The Pierson Russi Group

OUR MISSION STATEMENT

To help resolve current and anticipated financial needs through an in-depth and personal wealth management process.

Our Story and Services

The Pierson Russi Group

The Pierson Russi Group was created in 2007 after the founding members, Carl Pierson and Chris Russi, realized the strength in numbers would allow each team member the time necessary work in their preferred field of the financial services industry.

In addition, the team adhered to a "goal-oriented" approach to helping our clients manage their wealth. This approach is designed to encourage our clients to discuss their financial objectives with our Team first, which then allowed us to develop strategies and solutions second.

Whatever your financial goal—whether to grow your wealth, preserve it or pass it on to others, you can count on us to help you with a strategy that is:

Personal: Highly individualized and committed to helping you achieve financial success
Flexible: Responsive to changes in your life and in your priorities over time
Comprehensive: Covering a broad array of investment products and services, with preferred benefits tied to your valued status with us

Services Include

  • Alternative Investments
  • Asset Management
  • Cash Management
  • Estate Planning Strategies
  • Financial Planning
  • Lending Products
  • Life Insurance
  • Long Term Care Insurance
  • Professional Portfolio Management
  • Retirement Planning


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

Location

Location

  • 222 Central Park Avenue
  • Suite 1800
  • Virginia Beach, VA 23462


    Working With You

    Working With You

    We believe success in achieving important financial goals starts with a comprehensive wealth strategy. We will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.

    We believe that identifying financial solutions begins with a solid understanding of each client’s situation, goals, objectives and risk tolerance. We follow a disciplined process that enables us to work with you to craft a solution that helps to meet your individual financial needs:

    *Develop a thorough understanding of your financial goals and objectives
    *Review and analyze your current financial situation
    *Identify and tailor solutions that can help you meet your individual needs
    *Implement your customized strategy, including personalized services and benefits
    *Review your strategy, meeting periodically to discuss your goals and needs

    Charitable Giving/Philanthropy

    SRI/ESG with The Pierson Russi Group

      Working with our diverse clients and helping manage their financial goals in a complex and changing market increasingly depends on a deeper relationship that extends beyond market fluctuations. Our client-centered approach helps the families, individuals and organizations we serve to invest in a way that aligns their personal or organizational values with their investments.

    SRI.jpg
    Click Links Below for more information:


    Morgan Stanley Establishes Institute for Sustainable Investing

    Institute for Sustainable Investing




    Transforming Passion into Action

    Do you have a passion that you'd like to transform into an actionable plan that benefits others? 

    • Define your charitable interests and identify nonprofits that work in those areas
    • Select charitable vehicles that may address your needs
    • Implement plans to help ensure that your charitable dollars are well spent
    • Seek nonprofit board placements that complement your passion
    • Conduct research on specific charities and areas of charitable interest
    • Introduce you to like-minded philanthropists
    • Find ways to involve children and other family members in your giving
    • Offer Foundation Management Services, a sophisticated, turn-key, back-office solution for family and corporate foundations

    Please contact us if you have any questions or would like to discuss ways of incorporating charitable giving into your overall wealth strategy and intergenerational planning.




    1 Gaining access to Philanthropic Services can be contingent on meeting certain criteria, including minimum $25MM total net worth, with $10MM in liquid assets.

     


    The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

    Our Clients

    Clients

     

    Our approach to wealth planning focuses on what is most meaningful to you. Whether meeting with you for the first time or reviewing your progress and life goals, this is our priority.
    Leveraging our vast resources—including intellectual capital, experience and dedicated personal service—we can work with you to create a personalized wealth strategy. Our approach to Wealth Management is formal yet flexible.  Over time, we can adapt it to changing circumstances, helping you to achieve—and to protect—your goals.

     We start with finding out your needs and goals and then we assess your existing portfolio to see how your goals and investments line up. After we define a strategy combining your both your financial and impact goals. Once agreed on we implement the strategy and will monitor the impact and results. We check back in with you periodically and will revise our strategy if necessary.

     

     

    The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

    Experience

    Experience

    Investing with Impact

    Working with our diverse clients and helping manage their financial goals in a complex and changing market increasingly depends on a deeper relationship that extends beyond market fluctuations. This is why Morgan Stanley launched an approach to investing in 2012 that we call Investing with Impact. Investing with Impact aims to generate market-rate financial returns while demonstrating positive environmental and/or social impact.

    Click here to go to the institute for Sustainable Investing


    Every dollar you send into the world makes and impact.

    We've established the Morgan Stanley Institute for Sustainable Investing to lead work across our firm, with our clients, and with academic institutions to help mobilize capital to sustainable enterprises, via global markets and the investors who drive them.

    Our client-centered approach helps the families, individuals and organizations we serve to invest in a way that aligns their values with their investments.

    Impact Investing Roadmap.png

     We start with finding out your needs and goals and then we assess your existing portfolio to see how your goals and investments line up. After we define a strategy combining your both your financial and impact goals. Once agreed on we implement the strategy and will monitor the impact and results.

    Every dollar you send into the world makes and impact...What do you want your impact to be?


    For More Information:

    Click here to go to the Institute for Sustainable Investing
    Click here to go to Investing with Impact

    The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

    Meet The Pierson Russi 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 Pierson Russi Group today.

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