The Lehigh Valley Group at Morgan Stanley

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The Lehigh Valley Group

OUR MISSION STATEMENT

We believe that informed financial and life decisions improve a person's odds of a successful outcome and have a significant positive impact on one's life.

Our Story and Services

Our Story

The Lehigh Valley Group works with individuals, families, businesses and institutions—to deliver services and solutions that help build, preserve and manage wealth. We understand our clients’ aspirations, and we’re as devoted to their goals as they are. We focus on the following services:

WEALTH PLANNING: Whether you’re starting a family or planning to retire, looking to fund your children’s or grandchildren’s education or the purchase of a vacation home, seeking to address health care needs or transfer the family business to the next generation, you need a wealth plan. We work with our clients to create a roadmap, adapting to changes over time, helping clients achieve their goals.

INSTITUTIONAL CONSULTING: We deliver a broad range of customized investment consulting services including foundations, endowments, educational
institutions, municipalities, associations and other nonprofit organizations, as well as corporations.

ESTATE PLANNING & WEALTH TRANSFER STRATEGIES: Estate planning can help preserve your assets, reduce taxes for your heirs, and unlock opportunities for future generations and your charitable pursuits.

INVESTMENT MANAGEMENT & SERVICES: We deliver a broad range of customized investment consulting services including foundations, endowments, educational institutions, municipalities, associations and other nonprofit organizations, as well as corporations.

Services Include

  • Financial Planning
  • Executive Financial Services
  • Corporate Pension Funds
  • Corporate Retirement Plans
  • Exchange Traded Funds
  • Divorce Financial Analysis
  • Retirement Planning
  • Estate Planning Strategies
  • Professional Portfolio Management
  • Long Term Care Insurance
  • Annuities
  • 401(k) Rollovers


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

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Location

Location

  • 515 West Hamilton Street
  • 7th Floor
  • Allentown, PA 18101


    Working With You

    Working With You

    A Consultative Process for Individuals, Families, Businesses & Institutions.
    Charting a prudent financial course requires a customized financial plan with long-term goals. Its key steps are designed to result in a cohesive plan for your financial future.

    1. DISCOVER. We discuss what matters most to you and what you want to accomplish. We will talk about you, your values, lifestyle, your worries and what you are passionate about.

    2. ANALYZE. We evaluate your information, assess risks, and identify potential threats to your financial health. Then we present a comprehensive plan to address income and cash flow needs, borrowing requirements, asset protection strategies, retirement planning, wealth transfer and philanthropy goals.

    3. IMPLEMENT. We pay attention to how various aspects can affect, enhance and integrate with each other.

    4. REVIEW. We review your plan together at your request. And when circumstances change, we revise your strategy to reflect new needs and goals.

    Our Clients

    Clients

    Many of our affluent clients have similar needs and concerns.  Our clients benefit from integrated and comprehensive financial planning. Among others, many of our clients consider the following top priorities: maintaining current lifestyle in retirement, college education funding, protecting current level of wealth, growing wealth, leaving an estate for heirs, charitable giving, minimizing income and capital gains taxes, improving household cash flow and better management of market risk.  We continually design and implement strategies during planning conversations.

    Many of our institutional clients have similar needs and concerns.  We actively manage capital across public and private markets worldwide, working to create alpha for our portfolios and results for our clients.

    Examples of who we serve are:

    Defined Benefit Plans: We offer a broad range of investment strategies and outcome-oriented solutions to help private and public pension plan fiduciaries outperform their benchmarks, implement asset/liability strategies, manage risk and address the unique needs of their plan's beneficiaries.

    Defined Contribution Plans: We believe that our award-winning active investment funds, spanning both traditional and alternative investment strategies, may enable plan sponsors to enhance the quality and diversity of the investment options that they provide to their participants to help them achieve their personal financial goals.

    Meet The Lehigh Valley 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 Lehigh Valley Group today.

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