Beckwith Carver Group at Morgan Stanley

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Beckwith Carver Group


Comprehensive planning that encompasses not only your investment portfolio, but every aspect of your financial life to help you retire as planned

Our Story and Services

Our Story

What’s your most important financial goal? For many of our clients, it’s retirement and the ability to maintain their lifestyle without compromise.

The Beckwith Carver Group at Morgan Stanley is a team of experienced Financial Advisors who understand that successful retirement involves more than contributing to a 401(k) or IRA and accumulating as much as possible in preparation for life after work.

Your goals go beyond retirement – helping your children establish their careers and families, financing major purchases, and possibly leaving a meaningful legacy. That’s why we embrace a comprehensive planning approach that encompasses not only your investment portfolio, but virtually every aspect of your financial life.

In addition to the preservation and growth of your assets we devote substantial time and attention too:
    • Helping you set realistic goals and determining how much you’ll need too achieve the retirement you envision.
    • Creating a holistic financial plan for replacing your current income when you retire.

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Services Include

  • Retirement Planning
  • 401(k) Rollovers
  • Financial Planning
  • Alternative Investments
  • Wealth Management
  • Cash Management
  • Asset Management
  • Lending Products
  • Estate Planning Strategies
  • Qualified Retirement Plans

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

Working With You

Working With You

Retirement means different things to different people. For some, it means the freedom to explore interests that sat on the backburner while they were working. For others, it means travelling the world, spending more time with grandchildren, perfecting their golf swing, or even living in a new place.

Before we issue any recommendations, we talk to you about your retirement aspirations, project their approximate cost and take a complete inventory of your current finances and expected income streams. We also discuss your other objectives that may or may not have anything to do with retirement – leaving a legacy, for example, or purchasing a second home. Finally, we help you identify potential costs you might not have thought about like unforeseen healthcare expenses. The input you provide helps us formulate a comprehensive plan with tangible recommendations for reaching your goals and generating adequate cash flow to help meet day-to-day retirement expenses. We also focus on building a cash reserve sufficient to help you meet unanticipated expenses without liquidating investments in difficult markets.  

Our investment approach features carefully researched and selected stocks, fixed income securities and possibly alternative investments, as well as mutual funds. We seek investments with the potential to outpace their respective markets and offer our services on either a discretionary or non-discretionary basis.


Beyond Your Investment Portfolio

Our affiliation with Morgan Stanley, one of the world’s most respected financial services firms, provides us with access to professionals in such varied disciplines as lending, estate planning and risk management. We can call upon these professionals, when necessary, to formulate and implement personalized strategies that encompass both sides of your personal balance sheet and every aspect of your finances.

Many of our clients come to us because they are concerned about reaching their retirement objectives. Overtime, they come to rely on us for guidance that goes far beyond their investment portfolios including financial questions as diverse as what should they do with a maturing bank CD or whether they should buy or lease a car.

We take pride in being their go-to source for financial advice and appreciate the trust and longevity that mark so many of our client relationships.



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Meet Beckwith Carver Group


Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing


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


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

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


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 Beckwith Carver Group today.

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