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The Founders Group

OUR MISSION STATEMENT

We work to free you from the stress and worry of managing wealth, so you are free to enjoy its rewards.

Our Story and Services

Our Story

A team led by experienced Morgan Stanley designated financial professionals and a Family Wealth Director, we believe that our clients are entitled to a customized working relationship with both our team and the firm. In fact, we strive to provide our most valued clients with both the scope and influence of differentiating resources that Morgan Stanley has to offer.

Through the combination of personal attention and the team’s financial markets experience, we help create financial opportunities for our clients and their families. We are committed to providing our clients with a grander experience, in regards to their financial needs, by utilizing a vast scope of knowledge that is both simple and rewarding. We work diligently to figure out our client’s needs and then work to create strategies designed to provide them with the highest probability of reaching those goals, with the least amount of risk.

Services Include

  • Institutional Services
  • Trust Accounts
  • Wealth Management
  • Alternative Investments
  • Asset Management
  • Defined Contribution Plans
  • Estate Planning Strategies
  • Executive Financial Services
  • Financial Planning
  • Lending Products
  • Life Insurance
  • Planning for Education Funding
  • Planning for Special Needs Individuals
  • Professional Portfolio Management
  • Retirement Planning
  • Trust Services*
  • Endowments and Foundations
  • Philanthropic Services


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

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Experience

Experience

The Founders Group is a highly experienced, tightly knit team, with diverse talents and backgrounds. All of us have spent virtually our entire careers with the firm, gaining broad perspectives and extensive networks within the industry, which we continue to call upon for the benefit of our clients.

Working With You

Working With You

At the Founders Group, we work with a select group of clients who expect a higher level of quality service. In response to these expectations, we provide carefully considered advice from years of experience, highly attentive service, as well as access to opportunities and events which may not be available to them otherwise. We strive to meet and exceed our clients’ expectations and continue to work hard at building lasting, multigenerational relationships with them by providing the highest level of service, along with a mutually respectful and productive relationship

Meet The Founders 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

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.

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

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