Glendale Group at Morgan Stanley

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Glendale Group

OUR MISSION STATEMENT

The Glendale Group is committed to your success. Tailored advice employing Morgan Stanley’s suite of services is based on our deep understanding of and commitment to you and your family’s life goals.

Our Story and Services

The Glendale Group Story

The Glendale Group came together organically, through many years of client service. Nathan and Jonathan have been collaborating together for more than 8 years, building and tracking achievable financial plans directly related to current and future financial goals. Elisa began working with families like yours more than 30 years ago, answering calls and requests often for multiple generations of the same family. 

We focus on combining goals based wealth management strategies with customized portfolio management to give our clients a comprehensive financial plan. We offer more than just investment advice; our comprehensive financial plans use a full suite of financial planning services and solutions.

We take pride in giving our clients the best possible client service. We are ready to serve families like yours for many years to come.

Services Include

  • Sustainable Investing
  • Wealth Management
  • 401(k) Rollovers
  • Cash Management
  • Estate Planning Strategies
  • Financial Planning
  • Life Insurance
  • Long Term Care Insurance
  • 529 Plans
  • Professional Portfolio Management
  • Qualified Retirement Plans
  • Retirement Planning
  • Trust Accounts
  • Trust Services*
  • Planning for Education Funding


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

Goals and Concerns

Where are you in life?

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Financial Planning

Financial Planning with the Glendale Group


Your wealth strategy doesn’t just consider your investment objectives. Rather, it is tailored to address the personal life goals you’ve identified and prioritized.

Using our suite of tools — our LifeView® platform — we can create your personal roadmap to help achieve and protect your goals — a framework that makes the connection between your life goals and your financial resources, and provides a baseline for future discussions. 

LifeView® helps us:
      • Analyze your current investments, and financial situation
      • Review and prioritize your goals with you, such as Retirement
      • Education funding
      • Major purchases and philanthropic goals
      • Protect your goals
      • Develop wealth transfer strategies


Click the links below to access the sample LifeView® Goal Analysis and Client Profile:

LifeView® Goal Analysis Client Profile

Sample LifeView® Goal Analysis


Portfolio Management

4 Step Process


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ESTABLISH FINANCIAL OBJECTIVES
  • Work with you to establish a realistic set of objectives based on:
    • Your financial goals
    • Time horizon
    • Liquidity needs
    • Tolerance to volatility and risk
DEFINE INVESTMENT
STRATEGY

  • Develop an investment strategy designed to help produce optimal portfolio performance
  • Seek to generate the highest return potential consistent with the strategy’s level of risk
EVALUATE AND SELECT
INVESTMENTS

  • Leverage the global resources of Morgan Stanley to select investments to implement your personal strategy
ONGOING REVIEW
PROCESS

  • Monitor your portfolio to track its performance relative to your stated objectives
  • Modify the portfolio on a discretionary basis as your needs and circumstances change over time


Meet Glendale 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 Glendale Group today.

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