The Adirondack Mountain Group at Morgan Stanley

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The Adirondack Mountain Group

OUR MISSION STATEMENT

Experience, intellectual capital and dedicated personal service to help you meet your life goals

Our Story and Services

Welcome

With over 50 years of financial planning and investment experience, The Adirondack Mountain Group adds value to our client relationships by helping to uncover and address the financial issues and concerns that are important to our clients, through our discovery and planning process.

Once defined, we work with our clients to address their concerns by introducing, implementing and managing comprehensive investment strategies designed to help them achieve their goals.

More importantly, we believe by communicating with our clients on a consistent basis, we are able to offer our assistance whenever they experience a life changing event, no matter what that event might be.  We have found being there for our client when they want to talk about something that’s a concern to them is, quite often, the most important job of all.

We hope you will invest some time to meet with our group to see if we might be able to be of assistance to you.

Services Include

  • Financial Planning
  • Wealth Management
  • Retirement Planning
  • 401(k) Rollovers
  • Estate Planning Strategies
  • Endowments and Foundations
  • Philanthropic Services
  • Planning for Special Needs Individuals
  • 529 Plans
  • Corporate Cash Management
  • Corporate Retirement Plans
  • Corporate Trust Services
  • Lending Products
  • Long Term Care Insurance
  • Life Insurance


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

Community Involvement

Community Involvement

Pamela Green:  Board Member Tri-County United Way and LARAC.  Ambassador for the Adirondack Regional Chamber of Commerce, Kiwanis Club Member, Kiwanis Advisor to South Glens Falls High School Key Club. Tri-County United Way Board Liaison to Retired Senior Volunteer Program.


Paul Hebert:  Sponsor and Coach of Challenger Division Team for Saratoga Little League

Meet The Adirondack Mountain 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

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

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

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

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

Ready to start a conversation? Contact The Adirondack Mountain Group today.

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