The Four Points Group at Morgan Stanley

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The Four Points Group

OUR MISSION STATEMENT

We formed The Four Points Group to help our clients navigate to their unique goals and dreams.

Our Story and Services

Our Story

Pat Moran formed The Four Points Group to help our clients navigate to their unique goals and dreams.  Like the points of a compass, we guide our clients with a financial direction to achieve those goals by developing comprehensive financial plans and managing customized investment portfolios.

Services Include

  • 401(k) Rollovers
  • Annuities
  • Corporate Retirement Plans
  • Divorce Financial Analysis
  • Estate Planning Strategies
  • Financial Planning
  • Long Term Care Insurance
  • Planning for Education Funding
  • Retirement Planning
  • Wealth Management


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

Location

Location

  • 4380 Buckeye Lane
  • Suite 200
  • Beavercreek, OH 45440


    Working With You

    Working With You

    We begin the planning process by working with our client’s to understand the goals and dreams they are working hard to achieve.  We carefully assess each client’s time horizon, risk tolerance, and preferences they are comfortable with.  The planning process may include working with a client’s accountant or attorney; this helps us create the most holistic plan possible.  After working to create a plan, we rely on our years of experience and the abundant research available to us at Morgan Stanley to create a custom tailored investment portfolio.  
    Customized investment portfolios can include a wide variety of investments that range from traditional equities to complex structured products. Depending on specific needs, we also assist with life insurance, long-term care insurance, private banking and estate planning.
    Lastly, we believe that monitoring and reviewing each client’s investments and portfolio is the best way to ensure we are heading in the right direction. Our approach combines quarterly investment reviews and suggested semi-annual client meetings.  This, along with a daily market evaluation is the best formula to provide the timeliest service possible. 

    Community Involvement

    Community Involvement

    The Four Points Group strives to give back to our community in a meaningful way.  Most notably, our team is proudly supporting the Leukemia & Lymphoma Society on an on-going basis.  We have raised over $72,000 for the organization since 2015.  Pat Moran was nominated as a 2016 Man of the Year Candidate The Man of the Year Campaign is a friendly competition between local professionals to raise the most funds for LLS.  Each member of The Four Points Group has continued to organize a series of fundraisers for LLS candidates and the Light the Night event.   In addition, each team member spends countless hours throughout the year volunteering for several different organizations that includes the performing arts, youth sports, and local schools.

    Experience

    Experience

    The Four Points Group at Morgan Stanley has over 60 years of combined experience in the Financial Services and Investment industry.  Our team's approach is to utilize each team member's unique experience and background to focus on different aspects of Wealth Management for each of our clients individual needs; including Financial Planning, Portfolio Management, Banking & Lending, Long Term Care Insurance, Variable, Life, and Health Insurance.  

    Meet The Four Points 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

    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 Four Points Group today.

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