The Greater Boston Group at Morgan Stanley

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The Greater Boston Group

OUR MISSION STATEMENT

As a team we seek to build relationships with our clients through the depth of our knowledge, expertise and ability to assist our clients in realizing their wants and dreams for the future.

Our Story and Services

Our Story

The Greater Boston Group is managed by Financial Advisors and founding brothers, Brian & Timothy MacKinnon.

Over the years we have remained focused on building long lasting and trusting relationships with our clients and their families. As a team, we recognize that we cannot create these relationships by merely offering solutions alone; rather, we seek to build relationships with our clients through the depth of our knowledge, experience and ability to assist our clients in realizing their wants and dreams for the future.

Our clients look to our Team to develop wealth strategies that strive to preserve capital and help achieve their long term goals and objectives.

As a family practice at Morgan Stanley Wealth Management, our clients can count on our Team to provide a personalized relationship aimed at delivering objective and insightful guidance with the global reach and resources available through Morgan Stanley.

Services Include

  • Wealth Consulting
  • Wealth Management
  • 401(k) Rollovers
  • 529 Plans
  • Annuities
  • Asset Management
  • Estate Planning Strategies
  • Financial Planning
  • Foreign Exchange
  • Life Insurance
  • Long Term Care Insurance
  • Professional Portfolio Management
  • Retirement Planning
  • Alternative Investments
  • Cash Management
  • Divorce Financial Analysis
  • Lending Products
  • Planning for Education Funding


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

Meet The Greater Boston 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 Greater Boston Group today.

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