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The Maddalena Group

OUR MISSION STATEMENT

Seasoned wealth management professionals focused on all aspects of creating and sustaining a financially successful future.

Our Story and Services

Our Story

Like many successful executives and corporate employees, you’re pleased to be accumulating significant wealth for you and your family, yet navigating the complexities of managing your collective assets is becoming overwhelming. 

At The Maddalena Group, we are a team of seasoned professionals who has spent our entire careers working with executives -- as well as retirement and stock plan participants -- just like you. 

We understand the level of sophistication you expect, and have developed the knowledge and best practices needed to optimize your wealth and integrate outside assets into a holistic wealth management plan. Above all, we are committed to building longstanding relationships and are proud of the fact that many of our clients have been with us for more than 25 years.

Money, in and of itself, does not always create the skills to manage it effectively. Our mission is to empower you to make informed and confident decisions on any financial challenge you face. We know how hard you are working to achieve your goals, and will work even harder to ensure your wealth will lead to continued prosperity.


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

Services Include

  • Asset Management
  • Executive Financial Services
  • Stock Option Plans
  • Professional Portfolio Management
  • Financial Planning
  • Estate Planning Strategies
  • Trust Services*
  • Wealth Consulting
  • Retirement Planning
  • Art Advisory
  • Institutional Services

Working With You

Working With You

Our clients are much more than a portfolio of assets - they are people with complex lives, who seek a team of seasoned advisors who provide thorough and unbiased guidance on a full range of financial topics. At The Maddalena Group, we are passionate about helping you reach your goals, which is reflected in the core values that serve as the foundation of our practice:

  • Integrated Strategies. We believe retirement assets, equity compensation and insurance policies should not be managed as separate entities, but as vital components of your overall financial picture. As experienced advisors at Morgan Stanley -- one of the world’s largest financial firms -- we are positioned to take a holistic approach to executive wealth management. All of your assets, including the benefits you receive from your employer, will be integrated to ensure they are working synergistically to help meet your overall goals
  • An Institutional Approach. Our exposure to a diverse range of individual, corporate and institutional clients informs our guidance and enables us to incorporate a sophisticated investment framework that offers fresh, strategic ideas that challenge conventional solutions, maximize savings and optimize long-term results.
  • A Focus on Education. Financial education leads to better insights into our investment approach, and ultimately, the potential for better long-term results. We are committed to providing ongoing education. We take pride in our ability to take complex strategies and effectively communicate them using easy-to-understand language and examples.
  • Service Excellence. We provide the personalized service you would expect from an investment boutique with the resources of a major global firm. Your satisfaction is our priority. When it comes to service, we provide comprehensive solutions, striving to be a trusted resource for any financial or life decision.

Our Clients

Clients

Over the past three decades, we have developed a strong and active practice that includes a broad range of clients who need professional guidance with the following activities:

• Integrating their retirement assets and executive benefits provided by their company into their overall investment strategy
• Minimizing taxes through advanced asset management solutions
• Approaching a life-changing event with confidence, such as the transition to retirement, the sale of a business or the loss of a spouse
• Financing a major acquisition, including the purchase of a new property or expansion of a business
• Achieving long-term charitable and philanthropic goals

Our clients include:

• Corporate executives
• 401(k) retirement plan and stock plan participants
• Business owners and entrepreneurs
• Lawyers and medical professionals
• Multi-generational private wealth families
• Corporations, institutions and endowments

While each client has a unique personal and professional situation, collectively they all have one thing in common: they are focused on achieving very specific financial goals, so they may secure their family’s financial future and focus on the areas of their life that bring them joy, meaning and purpose.

Community Involvement

Community Involvement

At The Maddalena Group, our commitment to helping clients achieve their financial goals and aspirations is equaled only by our dedication to family and our local communities. Through a variety of collaborative efforts, we are deeply engaged in creating a better and brighter future.

Collectively and individually, our team serves vital organizations that include:

• Anti-Defamation League
• Friends of Copland House
• Neuberger Museum of Art
• Usonia Historic District
• Westchester County Association

Morgan Stanley’s culture of global citizenship is something we embrace locally by leveraging our global resources in the communities where we do business. The firm invests in children’s health initiatives along with education, diversity and cultural programs that better our people and society. We are proud to be members of the Morgan Stanley family and carry on the firm’s 80+ year tradition.

Meet The Maddalena Group

Insights and Outcomes

Thought Leadership from our Morgan Stanley ARC specialists for our ultra high net worth clients, which contains thought-provoking articles, authored by some of the Advanced Resources Center’s leading experts.

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

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