The FCG Wealth Management Group at Morgan Stanley

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The FCG Wealth Management Group

OUR MISSION STATEMENT

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

Our Story and Services

Welcome

Knowledge is power.
~ Francis Bacon


FCG stands for Finnerty, Cuvin, and Griffiths. We are a team of Financial Advisors with a notable depth of experience and breadth of credentials. But we don’t rest on our laurels. We know that successful investing in complex business environments requires continual learning and we have an imperative to grow our knowledge and that of our clients.

Our professional counsel encompasses both sides of the balance sheet, and we pride ourselves on our ability to provide our clients with the latest and most relevant financial topics, whether it’s retirement planning, portfolio asset allocation, philanthropy or fine art collecting.

As technological advances expand the range of financial services available to investors, we understand that knowledge is not only power, it’s also the foundation for intelligent, well-considered decisions. Let us share our knowledge with you.

 


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

Location

Location

  • 522 5th Avenue
  • 15th Floor
  • New York, NY 10036


    Meet The FCG 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

    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

    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

    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

    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

    More From Morgan Stanley

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

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