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The Bellwether Group

OUR MISSION STATEMENT

Offering guidance to help successful individuals and families create the lifestyles they desire.

Our Story and Services

Our Story

The Bellwether Group is a team of five Financial Advisors and three support staff at Morgan Stanley. Unlike the typical financial advisor with hundreds of clients, we devote the full talents and resources of our team to serving the needs of fewer than 100 families. This allows us to provide a premium level of service tailored to each client's unique needs.

Our clients' priorities are our own. We leverage our decades of experience along with the resources of Morgan Stanley to create comprehensive wealth management strategies tailored to our clients' unique goals. This has been our mission throughout our careers, and we look forward to meeting with you to discuss how we can create a financial plan aimed at the future you want for yourself and your family.

We have a dedicated Portfolio Management team who assists you, the decision-maker, in determining the appropriate asset allocation decisions. Our Portfolio Managers have the technical and analytical skills to do the primary research and due diligence for every investment recommendation we make for our clients. Carefully crafting each portfolio, we emphasize diversification, tax efficiencies, risk mitigation, capital preservation and long-term growth. We are proud of the service and resources that we offer our clients, and we welcome the opportunity to offer this same level of excellence to you and your family.

The Bellwether Group - Brochure

Services Include

  • Retirement Planning
  • Trust Accounts
  • Alternative Investments
  • Business Succession Planning
  • Estate Planning Strategies
  • Financial Planning
  • Municipal Bonds
  • Precious Metals
  • Professional Portfolio Management
  • Wealth Management


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

How We Take Care Of You

OUR PROCESS
At the Bellwether Group, we believe our high-net-worth clients are best served by wealth management plans that encompass and coordinate every aspect of their financial lives including cash-flows, investments, insurance, wills, trusts and estate plans.

WHAT WE BELIEVE
We believe in a premium level of service.
We believe in experience, education, and training.
We believe that the tools we can offer you are second to none. 
We believe in the right fit.

We keep our client roster limited because we believe that successful wealth management begins with the right fit between clients and advisors. We invite potential clients to meet with us to share their needs and expectations. We look forward to working with families who seek the kind of long-term, fully engaged relationship we offer our clients. The bond we form with our clients is fundamental to our mission, and it is our hope that it lasts a lifetime.The Bellwether Group is a team of four Financial Advisors and three support staff at Morgan Stanley.

Unlike the typical Financial Advisor with hundreds of clients, we devote the full talents and resources of our team to serving the needs of fewer than 100 families. This allows us to provide a premium level of service tailored to each client’s unique needs.

With just over $932 million under management*, we are able to offer our clients over 100 years of combined experience in the banking and financial services industry. Our team includes a Chartered Financial Analyst®, A Family Wealth Director, a Certified Financial Planner™, a Certified Investment Management Analyst®, and a Certified Trust and Financial Advisor®. These advanced designations truly set us apart, and help us offer innovative thinking based on some of the best practices in the industry.

*Total client assets as of January 2019



Awards

Awards

  • Aimee Cogan Named to Barron's 2018 "Top 100 Women Financial Advisors"
  • Aimee Cogan Named to Barron's 2018 "Top 1,200 Financial Advisors"
  • Aimee Cogan Named to Shook and Forbes 2018 "Top Wealth Advisor Moms”
  • Aimee Cogan Named to Barron's 2017 "Top 100 Women Financial Advisors"
  • Aimee Cogan Named to Barron's 2017 "Top 1,200 Financial Advisors"
  • Aimee Cogan Named to Barron's 2016 "Top 100 Women Financial Advisors"
  • Aimee Cogan Named to Barron’s 2016 “Top 1,200 Financial Advisors”
  • Aimee Cogan Named to The Financial Times’ “Top 400 Financial Advisors”
  • Aimee Cogan awarded 2016 Girls Incorporated "She Knows Where She's Going Award"

In The Press

Reserved Benefits

Morgan Stanley's Reserved Living & Giving Program

Reserved Living & Giving is a complimentary loyalty program, with over 50 offers and discounts from premier brands, designed to enhance your lifestyle beyond traditional wealth management services.  The program provides access to exclusive partner offers, insights from Morgan Stanley thought leaders and inspiring philanthropic stories.

Reserved clients can take advantage of a wide range of offers, including:

  • Travel and cultural experiences from best-in-class planners
  • Special pricing from iconic beauty, retail and automotive brands
  • The latest fashion, wine and sweets from select emerging brands

Whether you'd like to get behind the wheel of your dream car, enjoy the perfect wine pairing with every meal, or choose a thoughtful gift, you'll find unique opportunities with Reserved Living & Giving.  Best of all, you can share the shopping treasures, travel adventures and simple pleasures with your family.

Ask us how you and your family can begin to take advantage of these wonderful offers.

Click the link below to see current offers:

Reserved Living & Giving Offers


Location

Location

  • 2 North Tamiami Trail
  • Ste 1100
  • Sarasota, FL 34236


    Meet The Bellwether 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

    Insights and Outcomes

    Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.

    Mosaic

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

    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

    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

    Ready to start a conversation? Contact The Bellwether Group today.

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