The Beshore Thomas Group at Morgan Stanley

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The Beshore Thomas Group

OUR MISSION STATEMENT

Markets are unpredictable; achieving your goals shouldn't have to be.

Our Story and Services

About Us

At the Beshore Thomas Group, helping our clients achieve their financial goals is our mission - that's why financial planning is at the center of our client process.

We believe the cornerstone for financial success is establishing and then following a plan, so we work closely with our clients to create comprehensive financial plans that act as the foundation of everything we do to inform and guide each of our decisions.

Our intent is to thoroughly understand your financial needs and then align the resources of Morgan Stanley to help you meet or exceed them. With our experience, we will help you to evaluate near-term concerns, plan for long-term goals, and assist you in developing and executing a strategy that is precisely your own.







 

Services Include

  • Retirement Planning
  • Financial Planning
  • 401(k) Rollovers
  • Sustainable Investing
  • Wealth Management
  • Cash Management
  • Planning for Education Funding
  • Annuities
  • Life Insurance
  • Business Succession Planning
  • Endowments and Foundations
  • Philanthropic Services


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

Portfolios

General Information


What is a Custom Personal Portfolio?

A Custom Personal Portfolio is designed specifically with you in mind. If taxes are a concern for you, we will work with you and your accountant to establish guidelines aiming to reduce capital gains in concert with your desired investment portfolio, resulting in what we call Tax Alpha.


What is the minimum investment?

The absolute minimum that you need to invest with us is $1,000. As your account value increases over time, however, the portfolios that we recommend for you will likely change. Of course, our recommendations will always be tailored to your individual time horizon and risk tolerance - but at larger dollar amounts, more robust portfolios may be available to you.


Meet The Beshore Thomas 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 Beshore Thomas Group today.

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