The Newman Group at Morgan Stanley

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The Newman Group

OUR MISSION STATEMENT

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.

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


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

Women's Empowerment

Financially Empowering Women Across Generations

Our mission is to engage, educate and elevate women when it comes to their finances & envision a world where every woman feels confident in her ability to make smart financial decisions. Cindy and Morgan have created 3 unique initiatives to make this vision a reality.

1. Money Mavens Seminar Program

Our interactive programs educate women how to navigate life’s obstacles. We have presented to Fortune 500 companies, networking & trades groups– reaching thousands of women at various points in their personal & professional lives. 

Sample programs:
Money Mavens: Figuring Out Finances in Your 20’s & 30’s
Achieving Women Achieving Wealth: How to Thrive, Not Just Survive, in Retirement
Cracking the Code on Your Retirement Plan
A Smart Start to Social Security
Investing with Impact: Make Meaningful Use of Your Money

2. HER Way Initiative

HER Way was formed by a group of women financial advisors (Morgan & Cindy included!) to help you to feel informed & inspired. HER Way engages community members through dynamic speakers talking about financial and personal issues.  

Recent Events:

Inaugural HER Day Conference, Nov. 2017
The New Tax Bill & You– How it Impacts You, Your Family & Your Business, Jan. 2018
An Evening at Gibney Dance: Women’s Empowerment through Passion & Purpose, Apr. 2018

3. Integrating Gender into Investment Decisions

We are in the midst of an awakening—women speaking up for themselves about inequity and mistreatment and through their brave actions catalyzing social change. We support using your investment dollars to encourage gender diversity at work and investing in equality for women which can increase a company’s –and your portfolio’s-bottom line.

Investing to Advance Women
Gender Equality as an Investment Concept
Portfolios for Progress: Is Gender Diverse Investing Seeing Dividends?
Gender Diversity is a Competitive Advantage
Why it Pays to Invest in Gender Diversity


Millennials & Money

Adulting is hard, especially when it comes to money. Rarely is personal finance and investing taught in college. And so, entering the “real world” can be daunting and raise a host of questions – am I saving enough? what should I be doing with my retirement plan? How do I effectively give back? Below is a list of resources to help you find answers to these questions:  

Getting Started:

Graduating College: A whole new world
Starting Your First Job: What you didn't learn in school
Grad School: A Worthwhile Investment?
Health Insurance Basics for Millennials and Their Parents

Family, Relationships & Marriage:

Family Matters: Invest in what counts
Strings Attached? What to consider before investing with friends and family
You’ve Been Named Executor of a Parent’s Will, Now What?
Questions to Ask Your Partner Before Tying the Financial Knot
To Prenup or Not to Prenup
VIDEO: Bank Account - To Join or Not To Join
Tying the Knot: To half and to whole
Starting a Family: From dollars to diapers
Buying a Home: Making moves

Saving, Budgeting & Investing:

Saving: A Penny Saved is a Penny Earned
Winning Plays for Saving While You’re Young
Real World Budgeting Tips
VIDEO: The Magic of Compound Interest
VIDEO: The Budget Breakdown
Investing: Cut the bull, the bear basics of investing
Credit 101: Using Credit Wisely

Entrepreneurism:

Starting a Business: Setting Up Shop
Winning Plays for Startup Founders
 

Values & Giving Back:

Philanthropy & Legacy: Making your mark
VIDEO: How to Make Your Philanthropic Dollars Count
Should I Join a Junior Board?
Aligning Portfolios with Personal Values


Working With You

Working With You

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:
 
- Implementing an investment strategy unique to you, your goals & your values
- 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
- Creating and managing a budget
- Minimizing taxes
  
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.

Events

Events

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

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 Newman Group today.

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