Perrone Wealth Management Group at Morgan Stanley

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Perrone Wealth Management Group

OUR MISSION STATEMENT

Experience, intellectual capital and dedicated personal service to help you meet your life goals

Our Story and Services

Do you have a plan?

You plan your vacations.  Your weekends. Even your meals. But what about your retirement and other financial needs?

At the Perrone Wealth Management Group at Morgan Stanley planning is our focus. It's the way we do business, and as a result, we dedicate resources to the planning process that may not always be available from other sources.

Services Include

  • Cash Management
  • Financial Planning
  • Retirement Planning
  • Corporate Retirement Plans
  • Wealth Consulting
  • Estate Planning Strategies
  • Planning for Education Funding
  • Lending Products


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

Working With You

Working With You

Everyone on our team knows every one of our clients.

 

When you call…you can expect to reach a person who genuinely cares about answering your questions and meeting your needs. That means prompt attention and accurate transactions.

 

When we call…it could be to alert you about market conditions that require your attention or perhaps changing legislation that may affect either your investment portfolio or overall financial plan. We also reach out to clients when no such conditions exist. We believe it is critical that we contact you on a frequent, regular basis to assess your progress and make adjustments to your strategies when necessary.

Greater Depth
We test our recommendations against a variety of scenarios to gauge their effectiveness in even unfavorable environments. Our retirement income strategies, for example, are based on life expectancy of 100 years to reduce the possibility of a shortfall when you need it most.

Greater Commitment
Our team offers the services of two qualified Certified Financial Planner® professionals but the fact is that everyone in The Perrone Wealth Managment group is intimately involved in every plan we create. Our goal is to provide you with not only a realistic assessment of where you are in relation to your objectives, but with recommendations to help you achieve those objectives in the timeframe required.

Greater Scope
Our in-depth planning process goes far beyond our clients' investment portfolios to encompass both sides of their personal balance sheets and aspects of teir financial lives as varied as estate planning and lending strategies.

The primary goal of the Perrone Group is to help simplify your life by constructing a detailed, comprehensive roadmap to help meet all of your financial goals.

Our Portfolios

Customized Strategies
The asset allocation we create for you will be implemented with carefully selected stocks, fixed income securities and, when appropriate, structured notes. For specialized investment categories, we may consider mutual funds, exchange-traded funds and other managed vehicles.
 
Extensive Research
We take full advantage of Morgan Stanley’s award-winning research capabilities. The firm’s analysts follow more than 3000 companies worldwide. In addition, Morgan Stanley’s Global Investment Committee creates portfolio models for every risk tolerance and adds a tactical element that helps us respond quickly to changing market conditions. 

Complete Transparency
A large number of our clients ask us to manage their assets on a discretionary basis. We are always aware of the trust our clients place in us and go the extra mile to ensure they always know exactly what they own and how much they are being charged for the services we provide.
 
Tax-Conscious Tactics
What you keep is even more important than what you make. We look for opportunities to minimize tax consequences through a variety of techniques, including tax-loss harvesting.
  
Structured Investments are complex and not suitable for all investors, and there is no assurance that a strategy of using structured product for wealth preservation, yield enhancement, and/or interest rate risk hedging will meet its objectives.


Retirement Plan Services

Retirement Plan Services
 
When you sponsor a qualified retirement plan, you are providing your employees with the benefit of an opportunity to save for retirement. You are also enhancing your ability to retain your current employees and making your company more attractive to prospective ones. However, if you’re like many plan sponsors, the prospect of overseeing a plan and the responsibilities that come along with it may seem overwhelming. The Perrone Wealth Management Group is committed to putting our capabilities and experience to work for your retirement plan, we have the resources to help address your concerns in a way that makes managing your 401(k) plan easier—so that you can focus on running your business.

Chartered Retirement Planning Specialist and Senior Partner of the Perrone Wealth Management Group, Tom Perrone, has earned the Corporate Retirement Director designation after advanced training and examination, focusing exclusively on the corporate retirement plan marketplace  The curriculum involves in-depth study of plan design, investment strategy, plan administration, fiduciary issues and other related retirement topics. 

As a part of the Perrone Wealth Management Group's process, they will work with you to derive the maximum benefit from your retirement plan. Tom and his team will evaluate your current plan for the most appropriate features and services for your business, in addition to offering valuable guidance by identifying and evaluating your company’s needs and then delivering an array of resources to you in a way that is appropriate for the retirement plan results that you seek to achieve.

As a team, Perrone Wealth Management Group is dedicated to making your retirement plan a success, and at the same time, helping you meet your fiduciary responsibilities.


Location

Location

  • 4969 US Highway 42
  • Suite 1200
  • Louisville, KY 40222


      Meet Perrone Wealth Management 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

      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

      Insights and Outcomes

      Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.

      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

      Ready to start a conversation? Contact Perrone Wealth Management Group today.

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