Granite State Group at Morgan Stanley

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Granite State Group


Tailored investment and financial strategies for individuals, families, businesses and non-profit organizations

Our Story and Services

Our Story

A Relationship that Revolves Around You.
The needs of families are complex today. Our clients are living longer, healthier lives. Traditional career paths and gender roles are evolving. Intergenerational values of social governance and philanthropy are expanding and families have more opportunities to align their goals and aspirations with wealth management strategies that can help allow them to preserve and share their wealth and create a legacy for generations to come.

This extraordinary time presents unique challenges for families seeking to foster unity, stewardship and multi-generational engagement. Our goal is to help our clients confidently solve for these concerns by eliminating the emotional stress and complexity that can accompany financial planning so they can focus their energy on what they care about most.

Advice Beyond Investing.
For over 30 years we’ve been helping families make well-informed decisions about the most important aspects of their lives. Our consultative approach starts with an in-depth conversation. We explore your personal goals, values, motivations and the relationships in your life. If there are conflicts or concerns we want to learn about them too. Each family’s story is unique and the level of understanding we have about yours helps us craft a wealth management strategy that reflects and supports your priorities.

Creating Change.
Once our Discovery is complete we collaborate with other specialists, including CPAs, Estate Planning Attorneys, Commercial Trustees and Private Bankers to explore the most appropriate solutions for you. We create an investment plan that considers the needs, goals and values you shared as well as your comfort level with market risk and prior investment experiences. If our approach aligns with your expectations we continue our conversation into the future as an advisor, meeting regularly to review progress, discuss changes in your life and to explore new opportunities as they present themselves.

Private Bankers are employees of Morgan Stanley Private Bank, National Assoc., Member FDIC.


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

Our Clients

Discerning Advice, for every dimension of your life.
Over the years our team has had the pleasure and honor of building long term, multi-generational relationships with some truly extraordinary families and individuals. We’ve shared in their personal successes, watched their children and businesses grow and helped provide guidance and support when they’ve needed it most. Above and beyond investing, estate and tax planning strategies, our clients count on us to help prepare them for each phase of their lives and all the twists and turns that come with the journey.

Our practice serves a broad range of clients that have successfully accumulated assets, yet desire the ability to consult regularly with dedicated advisors who can help them clarify their goals, define effective strategies to help achieve them and coordinate and manage the complexities of doing so.

Our clients include:
• Corporate Executives
• Business Owners and Entrepreneurs
• Companies and nonprofit organizations
• High net worth families
• Retirees
• Women in transition (Divorced or Widowed)
• Professionals seeking Social and Environmentally Responsible Investment Solutions to Impact Positive Societal Change

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The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

Our Services

Tax, Trust and Estate Planning strategies 
As your family and personal wealth grows, you face more subtle and complex planning challenges. Our in-depth understanding of your unique circumstances helps us to coordinate with your external tax and legal advisors to help create a purposeful Legacy that reflects your personal values and aspirations.

Philanthropy Management
There is no single path to philanthropy. Everyone is driven by personal experiences and motivations. We provide the information, resources and guidance to help you translate your charitable passions into meaningful change.

Entrepreneur and Executive Services
As a business owner or corporate executive your wealth is often linked to the success of your company. Your investments may be heavily weighted in stock options and equity awards or hinge upon the talents of key individuals. You may also face the uncertainty of successfully and equitably transitioning your business to your heirs. Our team provides you with the knowledge and solutions to help maximize your benefits and protect yourself from unforeseen challenges. 

Portfolio Management
Based upon your objectives, risk tolerance, liquidity needs, time horizon, tax situation and personal preferences we carefully select the investment managers and allocation strategies to help support your financial plan. We continually examine market cycles and conditions along with your changing needs and goals and make adjustments as needed.

Cash Management and Lending
Your comprehensive services include access to the Morgan Stanley Private Bank. Our Premier Cash Management and borrowing strategies help you conveniently and securely manage all your day-to-day transactions, liquidity and credit needs.

Signature Experiences
Exceptional families have exceptional needs. At Morgan Stanley, we personalize your experience by providing extraordinary solutions, beyond just investments, with the goal of helping you and your loved ones enjoy life to its fullest.

Asset allocation does not guarantee a profit or protect against a loss in a declining financial market.

Our Resources

Business & Executive Services: Helping Maximize Success
Wealth Management for Corporate Executives
Executive Financial Services
Executive Compensation. Stock and Stock Options
Business Succession Planning
Choosing a Retirement Plan for your Business
What to Look for in a 401K Service Provider
Are You Shouldering Too Much Responsibility in Your Retirement Plan
Its Not Too Late to Catch Up
Enhancing Your Company's Nonqualified Deferred Compensation Plans
Sustainable Investing in Retirement Plans

Portfolio Management: Tailored Management
Morgan Stanley Investment Resources
What is Impact Investing 

Video: Investing in Change 
Video: Four Ways to Invest with Impact 
Link: MS Institute for Sustainable Investing

Lending Services: Convenience 
Home Loans
Commercial Real Estate Lending
Securities-Based Lending

Video: Managing Everyday Finances 
Video: Cyber Security at Morgan Stanley

Signature Experiences: Exceed Expectations
Video: Reserved Living & Giving Program 
Video: PinnacleCare 
LifeStyle Advisory
Link: Protecting Our Clients  
Financially Fit Education Program

Sustainable Solutions

Increasingly, our clients are defining investment value not only as realizing attractive returns, but also as generating positive and sustainable environmental and social impact. As part of our overall wealth management philosophy, we understand the importance of helping our clients align their personal values and resources with their financial priorities.

Our Investing with Impact capabilities offer a spectrum of approaches designed to deliver customizable solutions for your distinct Impact objectives.

mission.png Mission-Aligned Investing
Activate investment portfolio to amplify the impact of personal or organizational mission

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Promote better gender diversity and equality through increased exposure to companies committed to employing and advancing women in high-level leadership roles

climate.png Climate Change And Fossil Fuel Aware Investing
Support the transition to a lower carbon economy by considering exposure to environmental leaders and fossil fuel reserves in portfolios

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Align investment portfolio with principles in accordance with specific religious values

Investing with Impact

Creating Economic Social and Environmental Value

Jewish Values Consortium

Video: Making Your Dollars Count

The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

Meet Granite State Group

Ready to start a conversation? Contact Granite State Group today.

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*Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC

* Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.

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