The Pipa Tagliarino Group at Morgan Stanley

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The Pipa Tagliarino Group


World-Class Service. Personalized Planning. Lasting Success.

Our Story and Services

The Pipa Tagliarino Group

Founded in 2001, The Pipa Tagliarino Group has been dedicated to providing objective, personalized and comprehensive advice to an exclusive clientele including corporate officers, executives and other professionals of publicly traded companies. Our experience has found that most of these clients desire strategies to help simplify their complex financial lives.

We understand that the services and advice that we provide have a direct impact on our client’s financial future. Our overall success is measured by our ability to accurately set and consistently achieve our clients’ long-term wealth management needs and goals. We are a team that strives to be the best and it is our mission to prove this to you.

Services Include

  • Financial Planning
  • Asset Management
  • Executive Financial Services
  • Cash Management
  • Lending Products

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

Working With You

Working With You

Our wealth management process starts with an in-depth understanding of each client’s individual situation. By using comprehensive financial planning software, our team is able to create a roadmap which is based on their goals, time horizon, liquidity and tolerance to risk.

Our investment approach is designed to help our clients reach their financial objectives by maintaining a diversified portfolio and managing their exposure to volatility. We implement an agreed upon asset allocation strategy and identify the specific investments based on their best interests. Our team has a comprehensive follow-up process in place which involves consistent and timely contact to ensure their objectives are being met.

The Pipa Tagliarino Group is committed to being with our clients every step of the way and it is our goal to help translate their goals into reality.

Community Involvement

Community Involvement

-Business Planning Committee for Alzheimer’s Association
-Membership Committee for Penfield Country Club
-Pittsford Mustang Soccer Coach
-Penfield Little League Baseball Coach
-RapShaw Club in the Adirondacks Board Member and Treasurer
-Rochester Women’s Network
-Former Rochester Philharmonic Orchestra Board of Directors

Charitable Contributions

Charitable Contributions

-Juvenile Diabetes Research Foundation
-United Way Organization
-Willow Domestic Violence Center
-Women’s Foundation of Genesee Valley
-HUGS Foundation
-Full Circle Home
-Foodlink Organization
-Rochester Philharmonic Orchestra

Meet The Pipa Tagliarino Group


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


Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing


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

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


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 Pipa Tagliarino Group today.

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