The Pasqua-Burton Group at Morgan Stanley

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The Pasqua-Burton Group

OUR MISSION STATEMENT

Managing Your Wealth through Customized Solutions

Our Story and Services

Our Story

At The Pasqua-Burton Group, empowering our clients to achieve their financial goals is the founding principle that drives our practice.  

Whether we are advising a couple on how to protect wealth and provide income during retirement, assisting an executive with sophisticated investment strategies or guiding a business owner through a life-changing liquidity event, we are dedicated to helping our clients manage their assets more effectively. We accomplish this through the development of long-term relationships and by continually aligning our clients’ personal ambitions and values with their specific wealth management goals.

Our clients believe, as we do, in the importance of building a longstanding relationship with their wealth management team. They have grown to depend on our proactive, high service model that is specially designed to ensure every client feels like our only client. Above all, as a male-female advisory team who understands the importance of family and the financial freedom to pursue personal interests, they appreciate our true passion for finding solutions to their specific life challenges.

As seasoned professionals, we enjoy sharing our knowledge and experiences with our clients, providing perspective and financial guidance as they take on new challenges. Committed to helping you grow and protect your assets, we will work to earn your trust, so we may proudly be recognized as your financial family – through every one of life’s important milestones.

Services Include

  • 401(k) Rollovers
  • 529 Plans
  • Alternative Investments
  • Annuities
  • Asset Management
  • Cash Management
  • Corporate Bonds
  • Divorce Financial Analysis
  • Estate Planning Strategies
  • Financial Planning
  • Fixed Income
  • Lending Products
  • Life Insurance
  • Municipal Bonds
  • Philanthropic Services
  • Planning for Education Funding
  • Professional Portfolio Management
  • Qualified Retirement Plans
  • Retirement Planning
  • Stock Option Plans
  • Syndicate
  • Wealth Management


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

Location

Location

  • 445 East Lake Street, Suite 320
  • Wayzata, MN 55391


    Experience

    Experience

    The Pasqua-Burton Group at Morgan Stanley is a cohesive team of seasoned professionals with a complementary set of skills, knowledge and experience. We work diligently to provide our clients with exceptional service, objective advice and the benefit of our collective wisdom.

    We have more than 30 collective years of industry experience, providing highly customized advice, investment solutions and financial planning services to affluent individuals and families, corporate executives, accomplished professionals, retirees and business owners in the Minneapolis/St. Paul area.

    Over the years, we have developed a strong understanding of economics and are well versed in the equity and fixed income markets. We have cultivated specialized skills in asset allocation, investment management, banking and lending strategies, as well as retirement and estate planning. Most importantly, we take pride in our ability to effectively communicate advanced concepts and put them into action.

    At The Pasqua-Burton Group, our ultimate purpose is to empower our clients to make informed decisions about their future. We work carefully to demystify the planning process by understanding their goals and values, and articulating the key activities needed to achieve their specific goals. Most importantly, we focus on creating long-term, trusting relationships with individuals and families to help them simplify their lives, so they may pursue their passions and enjoy the wealth they’ve created.

    Working With You

    Working With You

    We believe the best relationships are built on trust, understanding and shared values. We also believe a disciplined philosophy and process are critical to achieving your investment goals in today’s market environment. To that end, we are committed to the following core values that serve as the foundation of our practice:

    Enduring Relationships. We are dedicated to building long-lasting relationships, based on trust and integrity. We do this by working with a select group of clients. This enables us to dedicate the time, attention and focus each deserves. We guide them through each challenge by maintaining this close relationship, and by providing the experience, solutions and strategies to keep them on course.

    Total Balance Sheet Management. We are committed to acting as your lead advisor for all your financial needs. Our process begins with comprehensive financial planning to understand your goals, dreams and concerns. Whether you need assistance with growth, asset protection or income planning, we hope to be your first phone call for any decision.

    Highly Personalized Service. We believe we can earn your trust not only through the quality of investment solutions we present, but also through the personalized approach with which we deliver them. Our ultimate goal is to empower you to spend more time doing those things that matter most to you, knowing we are working hard to help ensure your continued prosperity.

    Our Clients

    Clients

    Over the years, we have developed a strong and active practice that includes a broad range of clients. Essentially, all either have accumulated significant assets or have significant income, yet need help in developing a plan to:

         Approach a major life-changing event with confidence, such as the transition to retirement, the loss of a spouse or the sale of a business

         Finance a major acquisition, including the purchase of a new property or expansion of a business

         Serve future generations and leave a lasting legacy



    Our clients include:

         Multi-generational private wealth families

         Corporate executives

         Medical and legal professionals

         Business owners and entrepreneurs

         Professional athletes with a focus on NHL players



    While each client has a unique personal and professional situation, they all have one thing in common: they are focused on achieving very specific financial goals, so they can focus on the areas of their lives that bring them joy, meaning and purpose.

    Community Involvement

    Community Involvement

    Michael and Keri’s passion for helping clients is equaled only by their dedication to family and our local communities.

    Michael and his wife live in Shorewood with their three children. He volunteers with the Foundation for Fighting Blindness and the Children’s Cancer Research Fund and was a member of the 2014-2015 Capital Campaign Committee for the St. David Center for Child and Family Development in Minnetonka. He is also a member of Olympic Hills Golf Club. When Michael is not working directly with his clients or guiding the organizations he supports, you can find him spending quality time with family and friends, coaching hockey and training for fitness challenges.

    Originally from Mabel, a small farming community in southeastern Minnesota, Keri and her husband currently reside in Excelsior with their three sons. A strong believer in giving back to her community, both local and abroad, Keri is active in many organizations, a few of which include Hope Academy in the Phillips neighborhood of Minneapolis, Feed My Starving Children, World Vision, Cru, and her local church. Keri is also passionate about empowering women to achieve balance as working mothers. She leads multiple groups of professional women, inspiring them to develop the skills, resources and confidence to balance career and family. When she’s not working with clients or guiding the many organizations she supports, you can find Keri enjoying being a wife and mom. In her free time, she loves to camp, write and travel.

    Meet The Pasqua-Burton 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 Pasqua-Burton Group today.

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