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The Old Pueblo Group

OUR MISSION STATEMENT

Providing affluent professionals, business owners, and families with comprehensive advisory strategies focused on tax-efficiency and risk mitigation.

Our Story and Services

Our Story

Integrity. As Financial Advisors who have attained the Certified Financial Planner® designation, it is at the heart of the service we provide. We pride our business model on two things: empathic personal service complemented by quantitative investment planning.

Authentic communication is the cornerstone of our approach. Over the years, we have been able to build meaningful, family-like relationships by being genuine as well as professional.

Decades of investment and real-world experience, acquired locally and in other cities around the world, enable us to relate to the unique needs of each of our clients - whether they are families who have always lived in Tucson or new executives who have lived abroad.

From individual retirement accounts, 401Ks, 529 plans, to corporate cash management, we help successful individuals and their families meticulously pursue their financial aims; helping them to create, preserve, and ultimately, transfer wealth.

Services Include

  • Endowments and Foundations
  • Financial Planning
  • Retirement Planning
  • Professional Portfolio Management
  • Wealth Management
  • Qualified Retirement Plans
  • LGBT Planning Services
  • Corporate Retirement Plans
  • Long Term Care Insurance
  • Planning for Education Funding
  • Cash Management


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

Working With You

Working With You

At the Old Pueblo Group, our approach to service begins by getting to know you: listening closely to gain a complete understanding of you and your family’s specific needs, lifestyle, and objectives for the future.

1. LISTENING We listen carefully so we can gain in-depth knowledge of every aspect of your financial life, including cash flow, investments, insurance, wills, trusts, estate plans, and the financial concerns that keep you up at night.

2. FORMULATING Understanding your unique and evolving needs is the most important and ongoing step in our process. With knowledge gained from check-in meetings, we formulate a strategy to help you achieve and protect the outcomes you envision.

3. IMPLEMENTING Morgan Stanley’s Wealth Management Division comprises the majority of the firm’s business. This commitment enables our Group to implement solutions customized to your specific objectives using the firm’s considerable resources and digital tools.
 
4. MONITORING Achieving your goals requires vigilance and flexibility. We help you monitor your progress and make adjustments as your life evolves and priorities change.

Events

Events

Thursday 10/18/2018 at 9:00 a.m.
BYOD - Bring your own device!
Grab your laptop, tablet, or smartphone and join us for a hands-on workshop
about getting started with Morgan Stanley Online and the Morgan Stanley Mobile app.

CRC2166338

Thursday, November 1st, 2018 11:00 a.m. - 2:00 p.m.

A Professional Woman's Journey to a Financially and Emotionally Healthy Retirement

Please join The Old Pueblo Group for a private luncheon and special presentation by Becky Kueker, national speaker and local author in collaboration with Rich McManus, Vice President and Regional Director at Legg Mason Global Asset Management at the Arizona Inn. Admission is complementary, but seating will be limited as this event is expected to be well attended.

CRC2265792 10/2018

Our Clients

Clients

We work with wealthy families and their adult children, entrepreneurs, senior corporate executives and business owners to build, preserve and manage wealth. We have been working with such leaders since we began and understand the sacrifice, discipline and consistency required to be a successful leader, whether that means being the matriarch of a dynamic family or a business owner experiencing sudden wealth.

Meet The Old Pueblo Group

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

Mosaic

Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.

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

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

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

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

More From Morgan Stanley

Ready to start a conversation? Contact The Old Pueblo Group today.

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Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

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