The Newman Group at Morgan Stanley

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The Newman Group

OUR MISSION STATEMENT

Our mission to engage, educate and elevate women when it comes to their finances

Our Story and Services

Our Story

When Morgan joined Cindy’s practice, they quickly became known as “the mother-daughter duo from Morgan Stanley.” With Morgan’s efforts & social media savvy, they began meeting & engaging with women across all generations, from millennials to retirees. Through these interactions, they discovered a common theme – whether it was the knowledge to understand their investments or the confidence to make financial decisions – something was missing for women in their financial lives. To fill this need, they have developed new programs designed to financially empower women across generations. They envision a world where every woman feels confident in her ability to smart financial decisions!


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

Services

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

Experience

Experience

Cindy started on Wall Street in 1982, recognizing early on in her career the need for women to have financial knowledge and guidance. She grew up in a dysfunctional home where she believed her mother should have had the confidence & strength to stand on her own. And so it became her passion to provide women with a framework for their own financial independence. Cindy specializes in corporate retirement planning, divorce financial analysis & financial planning.

Morgan’s story does not begin in the hustle & bustle of Wall Street but rather in the rural areas of South Africa. While abroad, she studied grassroots economic development, focusing on the trickle-down effect of foreign investment. She became fascinated by bridging financial success with educating others and quickly became an advocate for & specialist in impact investing.

Our Clients

Clients

We work with achieving women who embrace their careers and lead full, active lives. They have multiple plates in the air and often feel overwhelmed, causing important priorities to fall through the cracks. We find it is their finances that do not get the attention they deserve and this weighs heavily on the minds of women.

Are you wondering…
How do I organize my finances?
Will I be able to maintain my lifestyle when I retire?
Am I doing everything I should to build and protect my money?

We help relieve the stress of managing your finances while keeping you a part of the process.

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.

Events

Events

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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