The Licata Group at Morgan Stanley

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The Licata Group

OUR MISSION STATEMENT

Experienced wealth planning services for your life and legacy goals

Our Story and Services

Story and Services

As Financial Advisors at Morgan Stanley, we provide customized investment strategies for affluent to ultra high net worth clients looking to manage, grow, preserve and transition their wealth. Every client has unique goals and circumstances. Working together we will design and help clients implement a targeted investment plan that helps address your distinct needs. You will receive personalized advice, objective guidance and a focused dedication to you as an investor.

Investment Philosophy:
The Licata Group believes that helping our clients achieve their financial goals begins with completely understanding their needs. Only then can we provide the comprehensive guidance that seeks to answer their most fundamental question: Can I attain my goals? To address questions like these, we take a holistic approach to helping our clients grow and manage their wealth, which means that we will focus on all aspects of their financial lives, not just parts of it. Our group believes that our clients deserve a financial advisor who shares their vision, earns their trust and works diligently to uncover a multitude of possible strategies that help them address their aspirations and create a legacy for future generations and charitable organizations.

Services Include

  • Professional Portfolio Management
  • Alternative Investments
  • Fixed Income
  • Municipal Bonds
  • Corporate Bonds
  • Lending Products
  • Wealth Management
  • Life Insurance
  • Commodities
  • Wealth Consulting
  • Retirement Planning
  • Philanthropic Services


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

Meet The Licata 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 Licata Group today.

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