The Kopser Goodman Group at Morgan Stanley

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The Kopser Goodman Group

OUR MISSION STATEMENT

Excellence in helping clients like you with your personalized investment and financial strategies

Our Story and Services

Our Philosophy

As Financial Advisors, our role is to help you use your wealth to achieve what is most important to you. That may mean providing an education to children and grandchildren, buying a vacation home, meeting the special needs of a family member, retiring ten years early - the list is endless, and the decision is uniquely your own.

Together, we will explore your aspirations and the life you envision. We will work with you to translate your goals into a specific investment objective and personalized investment strategy. And then, drawing on the team's experience - and perspective informed by the insight and resources of one of the world's largest financial firms - we will structure a portfolio for you, executing and refining that strategy to help bring you closer to your definition of investment success.

In short, your goals become our focus, and achieving them becomes a commitment that we share.

Services Include

  • Financial Planning
  • Lending Products
  • Long Term Care Insurance
  • Planning for Education Funding
  • Professional Portfolio Management
  • Retirement Planning
  • Wealth Management
  • 401(k) Rollovers
  • 529 Plans
  • Alternative Investments
  • Annuities
  • Asset Management
  • Cash Management
  • Certificates of Deposit
  • Estate Planning Strategies
  • Exchange Traded Funds


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

Meet The Kopser Goodman 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 Kopser Goodman Group today.

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