The Tambellini Bernacki Team at Morgan Stanley

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The Tambellini Bernacki Team

OUR MISSION STATEMENT

Comprehensive wealth planning strategies for your life and legacy

Our Story and Services

Welcome

As a Morgan Stanley Wealth Advisor team, our mission is to assist clients with their unique wealth planning and investment management needs.  We are professional advisors who conscientiously address the known and unknown needs of our clients, helping them accomplish those goals.  We draw upon our experience, knowledge, education, and professional training to bring the best of Morgan Stanley to our clients – serving all of their investment and wealth planning needs.

The Tambellini Bernacki Team builds trust and earns long term relationships by being accountable to our core principal values:

• Integrity – put the client’s needs first
• Service – anticipate the client’s needs and help prevent problems
• Competence –  strive to preserve wealth and control risk first

Our team approach provides several competitive distinctions that begin with experience, longevity and accessibility:

• All advisors are fully informed and involved in every client’s portfolio – beginning with its construction and continuing with its ongoing maintenance and rebalancing.
• We hold face-to-face client meetings to discuss quarterly or semi-annual performance and review and update their personal Wealth Plan.
• Our standardized process for portfolio creation includes consideration for every asset class.  Our dynamic and systematic investment approach reacts to the ever changing business environment and leverages the vast intellectual capital and information flow from Morgan Stanley.


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

Services

  • Wealth Management
  • Retirement Planning
  • 401(k) Rollovers
  • Financial Planning
  • Professional Portfolio Management
  • Executive Financial Services
  • Asset Management
  • Estate Planning Strategies
  • Trust Accounts
  • Fixed Income
  • Corporate Bonds
  • Municipal Bonds
  • Annuities
  • Exchange Traded Funds
  • Cash Management
  • Certificates of Deposit
  • Foreign Exchange
  • Alternative Investments
  • Futures
  • Commodities
  • Precious Metals
  • Life Insurance
  • Long Term Care Insurance
  • Planning for Education Funding
  • 529 Plans
  • UGMA/UTMA
  • Lending Products
  • Qualified Retirement Plans

Experience

Experience

​We believe that working as a team helps to provide you with access to the most appropriate solutions, and helps to ensure that you benefit from the highest levels of service. While we bring complementary skills and perspectives to our clients, we also share a commitment to responding to your needs promptly, professionally and thoroughly. Our goal is to earn your confidence not only through the quality of solutions we provide to you, but also the excellence with which we deliver them.

We believe in maximum portfolio diversification.  Our combined investment experience dates back to 1980, with experience and historical perspective in most investment market phenomena.  Consequently, our investment style focuses on capital preservation as well as capital growth.

Our investment philosophy is based on the full understanding of our client’s investment portfolio, total financial picture, and dynamic objectives.  Our portfolio work focuses on our clients’ goals , aspirations, and risk parameters which are incorporated into a formal Wealth Plan using Morgan Stanley’s LifeView® planning software.  We develop a tailored, comprehensive asset allocation strategy that incorporates all major sub asset classes.  Our investment process is dynamic, based on economic conditions, market conditions, and client life changes.

LifeView® is a registered service of Morgan Stanley & Company and used under license. Morgan Stanley Advisors are not legal or tax advisors

Working With You

Working With You

Whether you’re planning for your retirement, to fund education for your children or grandchildren, to buy a vacation home, to develop an income and asset protection strategy, or to address health care needs, you need a wealth planning strategy that will serve as a roadmap to your future.

Leveraging Morgan Stanley’s vast resources – intellectual capital, industry leading investment platforms, lending platform, and planning related subject matter experts – we can work with you to create a personalized wealth strategy.  Then, over time, we can adapt it to changing circumstances, helping you to achieve – and to protect – your goals.

Your wealth strategy doesn’t just consider your investment objectives.  Rather, it is tailored to address the personal life goals you’ve identified and prioritized.

Using our suite of tools – our LifeView® platform – we can create a wealth plan that coordinates your financial resources with your life goals and provides a baseline for future discussions.

LifeView® is a registered service of Morgan Stanley & Company and used under license. Morgan Stanley Advisors are not legal or tax advisors

Our Clients

Clients

Typical Client Profiles:

• High Net Worth Families

• Corporate Executives & Corporate Managers

• Attorneys

• Physicians

• Business Owners

Meet The Tambellini Bernacki Team

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

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

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 Tambellini Bernacki Team today.

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