The Fleischer Group at Morgan Stanley

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The Fleischer Group

OUR MISSION STATEMENT

Working together focused on one thing - your future

Our Story and Services

Our Story

Whatever retirement scenario you envision, getting there requires guidance and insight. At The Fleischer Group at Morgan Stanley, we can help guide you every step of the way by providing a comprehensive analysis of your current financial situation, including current assets, Social Security, pensions, and 401(k)s. With your goals as our guide, we will create a financial plan and an investment portfolio that aims to provide the income stream you need to help meet your desired objectives.

We are proud of the lasting bonds we have formed with our clients, and we are honored by the trust they have placed in us. Transitioning to retirement is challenging but also exhilarating, as you begin to explore the new possibilities it presents. We want to be your Financial Advisors and help you navigate this transition as well as continue to be a resource for you during your retirement. 

We welcome the opportunity to work with you to help create a retirement plan centered on the dreams you have.


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

Services Include

  • Philanthropic Services
  • Asset Management
  • Estate Planning Strategies
  • Financial Planning
  • Fixed Income
  • Retirement Planning
  • Wealth Consulting

Location

Location

  • 101 W Big Beaver Rd Suite 1200
  • Troy, MI 48084


      Experience

      Experience

      1999 - Present: Morgan Stanley*
      Executive Director
      Senior Investment Management Consultant 
      Financial Planning Specialist 
      Financial Advisor
      Troy, MI
      1998 - 1999: Paine Webber

      Working With You

      Working With You

      Four-step wealth management plan.

      1.) Discovery: Help you assess your current financial situation. Discuss your financial goals and objectives. Talk about goals for your family and your lasting legacy. Help define your investment time frame and level of risk.

      2.) Strategy Formulation: Help create a customized investment strategy based on your specific needs and risk tolerance. Provide portfolio design, goal-oriented asset allocation and solutions for income needs. Develop step-by-step financial plans, education plans and charitable giving plans. Use the financial planning process to assess your retirement needs, college savings, charitable giving, etc. Advise on company sponsored plans: 401k, stock options/grants and deferred compensation. Study cash flow and liability requirements. Seek to develop strategies to help minimize tax liabilities.

      3.) Implementation: Provide a step-by-step investment implementation plan. Integrate your equity compensation and other employer benefits into your investment strategy. Offer consultation with your attorneys and tax advisors to ensure a unified plan moving forward.

      4.) Monitor and Review: Continually assess investment allocation to determine if adjustments are needed. Conduct formal reviews throughout the year to monitor your progress. Adapt strategies based on the changing tax and regulatory environments. Adjust.

      Awards

      Awards

      • 2012-2017 Five Star Wealth Manager Award published by Detroit Hour Magazine.
      • Master's Council 2009-2013
      • President's Council 2005, 2006, 2007, 2008, 2014, 2015, 2016, 2017
      • Chairman's Council 2004
      • Blue Chip Council 2003

      Video

      The Fleischer Group Video

                       

      Meet The Fleischer 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

      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.

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

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