The Newman Group at Morgan Stanley

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The Newman Group


Inspiring confidence so you can spend less time worrying about your finances and more time focusing on what brings true meaning to your life

Our Story and Services

Our Story & Services

At The Newman Group, we believe true wealth is not only about the size of your bank account; it’s also about the life you live and the people who give your life meaning. Whether you’re a successful professional or just beginning your career, there are relationships, interests and passions that bring you joy. These vital elements should be at the core of your wealth management plan.

Recognized as the “Mother-Daughter duo from Morgan Stanley," we work with women, ranging from millennials to retirees. Each interaction – coupled with our own experience – has confirmed our belief: When it comes to managing wealth, women lack the confidence needed to make sound financial decisions. 

To fill this void, we developed a series of informative programs designed specifically to empower women across generations on how to take charge of their finances. To date, thousands of women in the greater New York City area have attended our programs and are now implementing strategies designed to grow and protect their hard-earned assets.

Getting started is easy. It begins with a conversation. We look forward to speaking with you soon.

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

Services Include

  • Financial Planning
  • Wealth Management
  • Sustainable Investing
  • Retirement Planning
  • 401(k) Rollovers
  • Estate Planning Strategies
  • Annuities
  • Life Insurance
  • Long Term Care Insurance
  • 529 Plans
  • Divorce Financial Analysis

Our Clients


At The Newman Group, our priority is to help relieve the stress of managing your finances. We do this through ongoing education and involving you in each step of our process. Over the years, we have built our practice to include a broad range of clients who need professional guidance with the following activities:

- Creating and managing a budget
- Minimizing taxes
- Saving effectively so children can attend their colleges of choice
- Planning for a successful retirement – from setting up a 401(k) to generating ongoing income in retirement
- Managing a life-changing event with confidence, such as the loss of a spouse, a divorce or an inheritance
- Diversifying highly concentrated positions
- Financing a major purchase 
Our clients include:

- Women in the early stages of their careers
- Baby boomers preparing for retirement
- Professionals working in the Science, Technology, Engineering and Mathematics (STEM) industries
- Corporate executives and business owners
- Widows and divorcees 
While our clients each have unique personal and professional circumstances, they all have one thing in common: They are focused on creating and implementing a tailored roadmap that leads to a more secure financial future. We help organize your finances and are committed to helping you grow and protect your assets through every one of life’s important milestones.

Working With You

Working With You

Whether you’re embarking on your career or planning to retire, starting a family or looking to fund your grandchildren’s education, seeking to address health care needs or transfer the family business to the next generation, you need a financial plan. We work with our clients to create the roadmap to their future, adapting to changing circumstances over time, helping them achieve—and protect—their goals.

As a mother-daughter advisory team who understands the importance of family and financial freedom, we work hard on your behalf.  Over the years, we’ve developed a disciplined process to uncover your most important goals, so we may design and implement appropriate solutions to help achieve – and maintain – financial success.
Step 1: Getting to Know You
We begin with a discovery meeting where we listen carefully to understand what is important to you and your family. We learn about the values that shape your decisions and identify any challenges and circumstances unique to your personal situation.
Step 2: Analyze and Assess
Next, we review your current and future financial situation, determine the likelihood of reaching your goals and address the impact of unexpected life events. 
Step 3: Implement
In this step, we present a detailed plan that serves as your personal financial roadmap. Upon your approval, we’ll set into motion a course of action that focuses on aligning your plan with your definition of financial success.
Step 4: Keep You on Track
We monitor your progress and review the performance of your plan through ongoing discussions.
We may recommend adjustments over time, due to changing market conditions or changes in your life, to help keep you on track towards achieving your goals.

Step 5: Ongoing Service
Once we execute your plan, we’ll set up a number of tools to give you convenient access to your accounts. And depending on your needs and personal preference, we’ll schedule ongoing reviews of your accounts to assist with any future needs.

Tools & Resources

Financial education leads to better understanding of how to manage your assets, and ultimately, better long-term results. As a result, we are committed to providing you with important information about managing your wealth more effectively in today’s global markets.

To that end, we have assembled the following articles, white papers, and financial tools about many of the concepts that support our wealth management philosophy and investment strategies. We also publish a quarterly newsletter with important tips to help you with your financial decisions.

A New Way To Advance Women's Leadership

How To...Establish A Budget & Stick To It!

Your Budget & Net Worth Worksheet



A special Money Mavens presented to the Women@AppNexus!

Feeling overwhelmed when it comes to managing your money? Between work, family, friends, working out, volunteering & everything else we do, sometimes financial matters can start to slip between the cracks. The Newman Group at Morgan Stanley - the mother daughter duo from Morgan Stanley - is here to help you get on track. Join us for an evening of wine, conversation & financial tips designed especially for millennial women!

Wednesday, January 24, 2018 at 12:00PM // AppNexus // 28 W 23rd St, New York, NY 10010

Women & Wealth presented to the NJ Society of Women Environmental Professionals!

Friday, February 9, 2018 at 8:30AM // CDM Smith, 110 Fieldcrest Avenue #8, 6th Floor, Edison, NJ 08837

Meet The Newman Group


Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing


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


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


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 Newman Group today.

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