The Finizio Danni Group at Morgan Stanley

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The Finizio Danni Group

OUR MISSION STATEMENT

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

Our Story and Services

Welcome

We believe success in achieving important financial goals starts with a comprehensive wealth strategy. We will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.

 


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

Our Process

Wealth Management Process


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DISCOVER
Our relationship begins with a thorough understanding of your immediate needs, priorities and goals. We’ll discover details about your credit and basic finances and help you take precautions to maintain credit and preserve assets.

CREATE
We develop a tailored roadmap to begin to help you rebuild your wealth and achieve the outcomes you seek. We’ll identify the strategies to help you:
• Plan for retirement
• Provide healthcare protection for yourself and your children
• Revise your estate plan

ACT
Next, we help you implement the strategies we formulate together, taking into account special circumstances, such as alimony, child support and tax consequences of selling large assets like your home.

ADJUST
Achieving your goals requires vigilance and flexibility. We help monitor your progress and make adjustments as life evolves, markets and tax laws shift and priorities change.


Portfolio Management

Our Advice Adds Incremental Value in Distinct Ways


In addition to leveraging the recommendations of the Global Investment Committee and our deep bench of analysts and economists, we add incremental value through the utilization of distinct investment strategies.

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Client Centric Approach

Manage Your Financial Life & Beyond 


Reaching your goals often involves going beyond investment advice—we provide a wide array of offerings and services centered on you and customized to help meet your needs, and provide access to specialists to help pursue specific goals.

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Financial Planning

Goals Planning System

Life is big. Let's plan for it.

Our Goals Planning System (GPS) is an innovative platform that aligns your investments with your goals.


1. Discover and quantify your goals    
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2. Advise on an investment process to meet your needs


3. Implement a tax-efficient approach


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In a world that constantly changes, you need a tailored wealth plan that can evolve with you. We are here to bring clarity and focus on what matters most to you.


We first work with you to determine your goals and outline your financial portrait, and then advise you on a plan customized to your specific goals. We then periodically track your progress as you move through life, helping you adjust when necessary.
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Meet The Finizio Danni 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

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 Finizio Danni Group today.

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