The Lineage Group at Morgan Stanley

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The Lineage Group

OUR MISSION STATEMENT

Experience, intellectual capital and dedicated personal service to help you meet your life goals

Our Story and Services

About Us

We all have a vision of what we want our financial future to look like.  We work to simplify and organize the steps to make your vision a reality.  Through our comprehensive discovery process, we seek to truly understand and define your financial priorities. As life and the markets evolve, we work with you to implement effective strategies that keep you focused on your goals.   Preserving your assets is our priority. Our disciplined investment process strives to meet your needs while minimizing risk and volatility.  You’ve worked hard to accumulate your wealth; we work to help you deliver on the intention of your wealth.

Services Include

  • Wealth Management
  • Business Succession Planning
  • Divorce Financial Analysis
  • Retirement Planning
  • Estate Planning Strategies
  • Lending Products
  • Life Insurance
  • Long Term Care Insurance
  • Planning for Education Funding
  • 401(k) Rollovers
  • Sustainable Investing


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

Location

Location

  • Bay Colony Corporate Center
  • 950 Winter Street, Suite 3400
  • Waltham , MA 02451


      Meet The Lineage 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

      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

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

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