The SVS Team

OUR MISSION STATEMENT

Leveraging the power of collaboration to help investors build wealth and secure their legacies.

Our Story and Services

The SVS Team Story

The SVS team, founded in 2007, has multiple financial advisors and support staff members. The benefit to you is that we offer an incredible range of advisors to handle your unique needs. Whether it is portfolio management, financial planning, tax mitigation, business succession planning, lending, or multi-generational wealth planning – we collaborate as a team to help you achieve your goals.

We have extensive experience in Portfolio Management. This allows us to personalize portfolios around your needs, and provides you with complete transparency about the intricacies of your investments. If you’d like a second opinion about your current investments or would like a complimentary consultation, please contact us at your earliest convenience.


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

Services Include

  • Financial Planning
  • Estate Planning Strategies
  • Retirement Planning
  • 401(k) Rollovers
  • Philanthropic Services
  • Alternative Investments
  • Professional Portfolio Management
  • Fixed Income
  • Sustainable Investing
  • Lending Products

Working With You

Working With You

Our goal is to help you build a financial plan that is as dynamic as you are. It’s not an easy task. It requires the collaboration of a team of specialists who go through all aspects of your financial life: Your assets and liabilities, insurance plans, employee benefits plan, social security estimates, and home mortgages. 

We also want to know the nitty-gritty. We want to know if you’re thinking about buying a house, a car, and when it’s your son or daughter’s birthday. We want to learn about your family’s values, if you have any medical issues or health concerns. We also want to learn about your parents; are they stable financially, will you be the primary care-giver; what will their long-term care look like? 

These may seem like small things, but by paying attention to the details we can help you make the best financial decisions possible. This is how, one day, we can help you achieve a lifestyle that is “work-optional.”

Our Clients

Clients

Our clients range from professionals, executives and business owners to professional athletes and entertainers. Wherever you are in the various phases of life and whatever career passions you pursue, we believe the power of collaboration is the best way for you to achieve your goals. We want to coordinate with your other advisors including attorneys and CPAs so everyone has a seat at the table in the times of your important milestones.

Of course, as a client, you’ll also be supported by the full breadth and depth of Morgan Stanley, a global firm that is one of the largest and most respected wealth management firms in the world.

Meet The SVS Team

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

Insights and Outcomes

Thought Leadership from our Morgan Stanley ARC specialists for our ultra high net worth clients, which contains thought-provoking articles, authored by some of the Advanced Resources Center’s leading experts.

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 SVS Team today.

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