Forte/Gaynor Wealth Management Group at Morgan Stanley

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Forte/Gaynor Wealth Management Group

OUR MISSION STATEMENT

We provide customized solutions to help you meet your financial goals.

Our Story and Services

Forte/Gaynor Wealth Management Group

Our goal is simple: to serve as your primary advisor and grow with you through all of life’s stages. 

The Forte/Gaynor Wealth Management Group was formed in 2002.  We are a Santa Fe based multi-generational wealth management team serving families, businesses and non-profits throughout the country.  Our team of professionals provides a comprehensive approach encompassing investments, financial planning, estate and legacy planning strategies to help meet your specific needs.  We serve our clients with integrity. 

We are one of the few Morgan Stanley teams, nationally, with two Family Wealth Directors.  The designation grants our team unique access to an exceptional group of wealth management professionals across our firm in various specialty areas providing additional value to our clients.  This distinction, along with the other certifications acquired by team members, demonstrates our extensive knowledge in comprehensive wealth management strategies and dedication to lifelong learning. 

Services Include

  • 529 Plans
  • Professional Portfolio Management
  • Estate Planning Strategies
  • Financial Planning
  • Philanthropic Services
  • Endowments and Foundations
  • Business Succession Planning
  • Cash Management
  • Lending Products
  • Alternative Investments
  • LGBT Planning Services
  • Planning for Education Funding
  • Planning for Special Needs Individuals
  • Life Insurance
  • Long Term Care Insurance
  • Annuities


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

Community Involvement

Community Involvement

Giving back to the community is important to the Forte/Gaynor Group.  Please see below for the various non-profit boards we currently serve:

A. Charles Forte:

Aspen Santa Fe Ballet - Secretary
Santa Fe Opera


Deborah Gaynor:
National Jewish Health - Council of National Trustees
Portfolio Management Institute - Executive Board of Governors
Santa Fe Botanical Garden - Finance Committee
The Lensic Performing Arts Center - Finance Committee


Dotti Graviet:
Santa Fe Mountain Center - Treasurer, Finance Committee and Development Committee





Working With You

Working With You

WORKING WITH YOU

Our team’s objective is to provide exceptional personal attention and service while delivering customized advice to successfully integrate your life, wealth and goals.

Our collaborative approach is an interactive wealth planning process that begins with listening.  We want to get to know you and your goals through in-depth conversations.  Perhaps your primary goal is an independent and dignified retirement, your family’s financial wellbeing, philanthropy and your legacy, or some combination of these.  Whatever your priority, together we will create a plan tailored to your specific needs.  We recognize that all plans must remain flexible, therefore, we schedule regular meetings to review your portfolio, as well as important changes to your life.

Location

Location

  • 150 Washington Ave Suite 301
  • Santa Fe, NM 87501


    Meet Forte/Gaynor Wealth Management 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

    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.

    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 Forte/Gaynor Wealth Management Group today.

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