The Fitzgerald Group at Morgan Stanley

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The Fitzgerald Group

OUR MISSION STATEMENT

To bring truth and transparency to a complicated business. We understand the value of investor money and maintain our client’s investments as if they were our own.

Our Story and Services

The Fitzgerald Group of Morgan Stanley

Our focus is consulting for municipalities, businesses, and ultra-high-net-worth clients.

As a Corporate Retirement Director | Governmental Entity Specialist team, we are uniquely positioned to help municipalities across the Country understand their fiduciary responsibilities, the structure of their retirement plan, and ways they can offer the most attractive benefit to employees.

Our commitment is to offer all of our clients independent, unbiased and honest advice.  

 


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

Working With You

Working With You

Our objective is to make sure our clients and their families do not run out of money, which can be a real risk. This is done by operating a retirement plan with low cost, or by top performing investments and access to investment education. Delivering on a commitment of knowledge and experience to help guide participants through accumulation into retirement and on to wealth transfer.

Meet The Fitzgerald Group

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

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

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

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

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