The Rooney Blomberg Group at Morgan Stanley

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The Rooney Blomberg Group

OUR MISSION STATEMENT

Excellence in helping clients like you with your personalized investment and financial strategies

Our Story and Services

Mission

The Rooney Blomberg Group at Morgan Stanley exists to offer our clients and their families’ financial advice tailored to their individual needs, goals and objectives.  We seek to offer high quality service and to become a trusted source of information regarding wealth management.  We are committed to building long term relationships with our clients to help them achieve a secure financial future.


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

Location

Location

  • 433 South Main St., Suite 100
  • West Hartford, CT 06110


    Working With You

    Working With You

    While we understand that the performance of your investment portfolio is important, we place an equal amount of worth on the quality of our relationship.  Here’s our commitment to you.  We will:

    • Seek to understand your family’s wealth management needs, goals and values.
    • Commit to work with you for the long term.
    • Build a relationship based on trust and honesty.
    • Work hard to make your concerns our top priority.
    • Treat you as an individual and important member of our clientele.
    • Make ourselves available to meet with you and your family to discuss any matter that may affect your finances.

    Meet The Rooney Blomberg 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 Rooney Blomberg Group today.

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