The Stone - Beck Group at Morgan Stanley

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The Stone - Beck Group

OUR MISSION STATEMENT

Experienced planning for individuals, families, and organizations. Our commitment is to always put our client's best interests first and strive to integrate wealth management with community values.

Our Story and Services

Our Vision

Many wealthy people and organizations are interested in much more than simply investing. They want to make a significant and lasting contribution to their families, to the communities in which they live, and to the legacy of their life long body of work. It’s about  values and fulfilling lifelong dreams.

The Stone-Beck Group has been connected to our local community for more than 30 years, on both a professional and personal level. Our clients include multi-generational families, executives, business owners, and organizations that share a passion for being contributing members of our community.


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

Services

  • Retirement Planning
  • Sustainable Investing
  • Business Succession Planning
  • Estate Planning Strategies
  • Endowments and Foundations
  • Institutional Services
  • 529 Plans
  • 401(k) Rollovers
  • Long Term Care Insurance
  • Municipal Bonds

Location

Location

  • 55 South Lake Ave, Ste 700
  • Please call for directions
  • Pasadena, CA 91101


    Meet The Stone - Beck 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

    Ready to start a conversation? Contact The Stone - Beck Group today.

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