The Bach Group at Morgan Stanley

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The Bach Group

OUR MISSION STATEMENT

The Bach Group helps families create personalized financial plans and customized investment portfolios to achieve their unique goals and dreams.

Our Story and Services

About The Bach Group

The Bach Group - Brochure

HELPING YOU ACHIEVE YOUR FINANCIAL GOALS
The Bach Group can help you create a personal financial plan and make educated decisions about your investment portfolios.  Through a strong planning process and sound investment research, The Bach Group has helped many families clearly define and reach their specific goals and dreams. Today, with Emily at the helm, The Bach Group has grown to include three Financial Advisors and three Client Service Associates and manages $1.1 billion for their clients as of January 31, 2018.

TOP ADVISORS
Emily Bach, Executive Director and Wealth Advisor, with The Bach Group was recently selected by Barron’s Magazine as one of America’s 2018 “Top 100 Women Financial Advisors” for the 13th year in a row.  Emily was also named Forbes Magazine’s “Top 200 Women Financial Advisors” in 2017 & 2018 and ranked #25 on Working Mother Magazine’s 2017 “List of Top Wealth Advisors”. 

Sean Parks, Financial Advisor and Certified Financial Planner, also with The Bach Group was named one of Forbes Magazine’s “America’s Top Next Generation Wealth Advisors” 2017 & 2018.

Services Include

  • Financial Planning
  • Professional Portfolio Management
  • Retirement Planning
  • Municipal Bonds
  • Qualified Retirement Plans
  • 401(k) Rollovers
  • Asset Management
  • Lending Products
  • Fixed Income


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

Getting Started

The Bach Group - Financial Organizer 

What to Bring to Your Financial Review
 
PERSONAL APPOINTMENTS
We encourage you to call our office to schedule your complimentary portfolio review with one of The Bach Group’s Financial Advisors. During our initial meeting we will guide you through the process of defining your goals and objectives, review your investment history and risk tolerance to best define a course of action for you and your family. To prepare for your meeting we ask you to complete “The Bach Group – Financial Organizer” and gather the items listed on “What to Bring to Your Financial Review”.  (See above links for these documents.)

A WRITTEN FINANCIAL PLAN
Once we have completed your initial meeting and understand your unique needs and goals, we will create a personalized written financial plan outlining our suggested course of action. In that meeting, we will review the plan in detail and also explain any fees that are associated with your specific financial proposal. Our goal is to educate you about your financial plan so you are comfortable with the investments decisions. 

ONGOING EXCELLENT SERVICE
Once we have implemented your financial plan, continued maintenance is essential in meeting your long-term investment goals. It is important to make adjustments to the plan as the investment environment and your life changes. Our goal as Financial Advisors is to guide you along the entire journey. We are dedicated to developing good long-term relationships and helping you achieve your goals every step of the way.


Working With You

Working With You

RETIREMENT PLANNING AND INVESTMENT SELECTION
The Bach Group provides all aspects of financial planning with a focus on retirement planning and college funding needs. Our goal as Financial Advisors is to match the right investments with your specific needs and objectives. We help you select appropriate investments from stocks, bonds, and mutual funds to annuities or cash alternatives that fit your needs.  In addition, we work with you to determine advantageous retirement strategies from 401(k) to IRA Rollovers as well as Traditional and Roth IRAs.  We want to establish a long-term relationship with you. This is the kind of rapport that can only come from providing sound financial advice and excellent ongoing service.

OUR TEAM APPROACH TO MANAGING YOUR MONEY
We believe that a team approach will provide you with a warm atmosphere and the attention you desire as a valued client. You deserve quick responses to your questions and problems, and only through a dedicated team approach can the appropriate recommendations be made with prompt and efficient service.

In The Press

Video

The Bach Group Videos

Meet The Bach Group

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

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

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.

Ready to start a conversation? Contact The Bach Group today.

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