The Panza Wheway Group at Morgan Stanley

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The Panza Wheway Group

OUR MISSION STATEMENT

Helping you simplify, organize and manage your financial life

Our Story and Services

Making a Difference One Family at a Time

As your wealth has grown, so too has its complexity and the resources needed to manage it.  At The Panza Wheway Group at Morgan Stanley, we are a tightly-knit team of seasoned professionals committed to providing tailored advice and services to help simplify your financial life. We seek to accomplish this through a highly personalized approach that focuses on listening, education and goal-based solutions.

As a multigenerational team serving multigenerational families, we focus on building longstanding relationships and are proud of the fact that many of our clients have been with us for up to four generations. We are honored to work with our clients’ children, grandchildren and great-grandchildren.

We take pride in our ability to effectively communicate advanced strategies and put them into action, helping empower our clients to achieve their financial goals and personal aspirations.  Every day we come to work engaged in making a real difference in the lives of our clients. We believe you will not find a team of professionals more committed to helping you achieve your personal financial goals. We are dedicated to helping you preserve and build your wealth and will work to strengthen your family’s financial security for generations to come.


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

Services

  • Wealth Management
  • Business Succession Planning
  • Cash Management
  • Endowments and Foundations
  • Estate Planning Strategies
  • Financial Planning
  • LGBT Planning Services
  • Life Insurance
  • Philanthropic Services
  • Professional Portfolio Management
  • Retirement Planning

Our Valued Clients

Everything we do is focused on our valued clients. Our practice is built on the development of deep and enduring relationships and the delivery of comprehensive wealth management services to individuals and families whose primary goals include:

  • Managing a life-changing event with confidence
  • Planning for a successful retirement
  • Financing a major acquisition
  • Minimizing taxes
  • Strengthening or selling a business
  • Achieving philanthropic goals
  • Leaving a lasting legacy

 
Our clients include:

  • Multi-generational families
  • Business leaders and entrepreneurs
  • Professionals, including doctors and lawyers and corporate executives
  • Women seeking guidance for themselves and their family
  • Members of the LGBT community
  • Retirees and individuals planning for retirement
  • Children and parents of current clients
  • Nonprofit organizations and institutions

 

While our clients each have unique personal and professional business circumstances, 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 pursue their personal ambitions.


Our Process, Your Journey

Your achievements reflect substantial effort.  As your team of advisors, we will work just as hard on your behalf, committing our experience, knowledge and skills to helping you achieve your personal and professional goals. What’s more, we will support you and your strategy by accessing the resources and perspective of one the world’s largest financial firms, Morgan Stanley.

Over the years, we’ve developed a disciplined four-step consulting process to uncover your most important goals, so we may design and implement appropriate solutions to help enable you to achieve – and maintain – financial success. 


Step 1: Foster a deep understanding of your unique circumstances

We’ll begin with an in-depth conversation where we’ll listen carefully to understand what is important to you, your family and your legacy. 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 your finances

Next, we’ll review your current and future financial situation, helping to determine the likelihood of reaching your goals and address any potential shortfalls or the impact of unexpected life events. In this step, we may  also reach out to your CPA and estate attorney to understand your existing estate plan, so we can ensure the strategies we recommend are cohesive and fully coordinated.


Step 3: Navigate the financial markets through a tailored plan

Here, we’ll present a tailored wealth management plan with specific strategies designed to help achieve your particular goals. Upon your approval and with our guidance, we’ll set into motion a course of action that strives to align your values and vision.


Step 4: Stay close through an ongoing dialogue and commitment to you

We’ll oversee your progress towards your goals through ongoing calls and meetings. We may recommend adjustments over time, due to changing market conditions or changes in your circumstances, to help keep you on track towards achieving your goals.

 


Commitment to Excellence

We believe the best relationships are built on trust, understanding and shared values. We also believe a disciplined investment philosophy and process are critical to helping achieve your goals. To that end, we are committed to providing the following core values that serve as the foundation of our practice:

  • A Deep Passion for Helping People. We are dedicated to building longstanding relationships, based on trust and integrity. We do this by working with a select group of individuals, families and nonprofits. We help guide them through each challenge by maintaining a close relationship and providing the experience and strategies in an effort to keep them on course to achieving their specific goals. 

  • A Team Approach. We believe you are entitled to the best advice possible. As a result, we have assembled a group of highly skilled professionals whose number one priority is you. As your wealth managers, we review your complete financial picture and help identify any gaps. When appropriate, we consult with specialists to evaluate your unique challenges and devise specific recommendations.

  • Thought Leadership. We are dedicated to providing current perspectives from industry thought leaders. Our goal is to deliver ongoing, enhanced knowledge about investing effectively domestically and around the world.

  • We Advocate for Our Clients. We enjoy bringing clients together to network and share ideas, which often leads to new business opportunities for both parties. We believe that part of our role is to help facilitate the exchange of ideas and promote the services of our clients. Communication, education and understanding are fundamental tenets of our business philosophy.

  • “High Touch, High Service” Model. Our clients believe, as we do, in the importance of building a longstanding relationship with their wealth management team. They have grown to depend on our proactive, concierge model that is specially designed to ensure every client feels like our only client.


Location

Location

  • 320 Post Road West
  • 2nd Floor
  • Westport, CT 06880


    Meet The Panza Wheway Group

    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 Panza Wheway Group today.

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