The Green Group at Morgan Stanley

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The Green Group

OUR MISSION STATEMENT

We strive to help clients own their wealth rather than the reverse while focusing on rate of return and stability.

Our Story and Services

Our Story

Over 30 years ago, we started with two very simple concepts: One on the markets and one on the art of managing capital for clients. Our beliefs are as follows:

On the markets: The over-concentration of the United States populace in the age group roughly defined as baby boomers can drive markets up as they en masse try to do the same thing at the same time, which is to save for retirement. However, as they en masse try to live on their wealth or require their pension plan to do it for them to retire, the net forced sales every day can make capital worth less. Interest rates have marched toward 0%, public stocks, private industry valuations, and tangible assets like real estate or oil can all struggle while having extreme volatility. This population imbalance is a long term problem and, as such, can be difficult to see in our short term sound bite society.

On the art of managing capital: When a client converts from employment to partial or full retirement, they have usually come to a realization about their wealth. They realize that, to the degree acceptable to them, they have won the money game. At that point in life, a loss in capital is an undoing of a dream. A professional financial advisor, like a professional athlete, realizes that after a game is won, a new game plan is needed to secure the win while running out the clock. This is especially true in our world of imbalances. Efforts to manage risk and volatility take on a whole new meaning.

 


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

Meet The Green 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 for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.

Mosaic

Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.

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

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