The Table Rock Group at Morgan Stanley

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The Table Rock Group

OUR MISSION STATEMENT

Experienced wealth planning services for your life and legacy goals

Our Story and Services

Mission Statement

We are the Table Rock Group of Financial Advisors with Morgan Stanley

- Practicing total wealth management.
- Working with professionals and families to help them build wealth, reduce taxes, and plan for their financial security.
- Focused on the issues that traditionally are the most important for families, such as retirement planning and wealth transfer.
 
Our team takes a consultative approach to clients total wealth management needs by:

- Meeting with clients, and potential clients, to complete an overall financial plan including:  Statement of Net Worth; Retirement Planning Analysis; Asset Allocation Analysis; Estate Planning Analysis; and Debt/Borrowing Review. 
- Summarizing the entire Financial Plan into an effective 1 to 2 page working document with clear and actionable solutions.
- Delivering to our clients customized solutions based on our understanding of their individual needs and our broad access to wealth management products and services.
- Updating this plan with our client over the remainder of their lifetime to document success and identify future wealth opportunities.

Services Include

  • Life Insurance
  • Long Term Care Insurance
  • Professional Portfolio Management
  • Asset Management
  • Endowments and Foundations
  • Estate Planning Strategies
  • Financial Planning
  • Lending Products
  • Retirement Planning
  • Sustainable Investing
  • Wealth Management


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

Experience

Experience

Kathleen Grasmeder,Executive Director, Financial Advisor - 22 years
Daniel Grasmeder,CFP®, Vice President Financial Advisor - 10 years
Janet Branigan - Financial Advisor - 24 years
Lori Cudney - Business Development Director - 20 years
Vicky Gardner - Senior Client Service Associate - 14 years
Ann Troiano - Wealth Management Associate- 12 years
Matt Baitinger - Registered Associate - 7 years
Kyle Breda - Registered Associate - 1 year
Danielle Grasmeder - Client Service Associate
Jennette Tario - Registered Associate
Tyler Merz - Client Service Associate

Community Involvement

Community Involvement

Catskill Symphony Orchestra,
Oneonta & Glens Falls Rotary Clubs,
Glens Falls Family YMCA, 
SUNY Adirondack Board of Trustees

Awards

Awards

  • Kathleen Grasmeder was named by Forbes to its Top 200 Women Financial Advisors in February 2017 and Forbes list of America’s Best-in-State Wealth Advisors in February 2018. Working Mother Magazine named Kathy to its Top Wealth Advisor Moms in October 2017. Kathy is also a member of Morgan Stanley’s President’s Club which is an elite group composed of the firm’s leading financial advisors.
  • Daniel J Grasmeder received his CERTIFIED FINANCIAL PLANNER™ practitioner certification in March 2012. The CFP® designation identifies those individuals who have met the experience and ethical requirements, have successfully completed the financial planning coursework and have passed the CFP® Certification Examination covering the following areas: financial planning, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP certificants must also agree to meet ongoing continuing education requirements and to uphold the Certified Planner Board of Standards Inc.’s Code of Ethics and Professional Responsibility and Financial Planning Practice Standards.

Meet The Table Rock 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

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 Table Rock Group today.

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