The Market Square Group at Morgan Stanley

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The Market Square Group

OUR MISSION STATEMENT

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

Our Story and Services

Welcome

As seasoned wealth management professionals, we understand what it takes to achieve personal and professional goals. We know the hardships you must face and the decisions you must make. However, our professional team is determined to take advantage of opportunities in order to substantially grow your wealth.  We’ve built our practice over the past 33 years around customized financial solutions for people just like you.

Our clients believe, as we do, in the importance of building a long-term relationship with their financial advisors. They have grown to appreciate our ability to truly listen to them, so that we may clearly articulate their goals and create a customized roadmap that helps ensure financial success, often over multiple generations. Above all, they rely on our personal style, which is both respectful and communicative as we work together to develop expectations about risk and reward in today’s complex marketplace.

Our mission is to empower you to be confident in your financial decisions through education and understanding. We are committed to helping you grow and protect your assets, while inspiring a level of confidence that enables you to spend less time worrying about your finances and more time enjoying your life and your family. We know how hard you are working to achieve your goals, and we will do whatever it takes to help ensure your wealth will lead to continued prosperity.

Our holistic approach focuses on helping you achieve life’s greatest goals. Providing meaningful guidance on financial matters to meet the needs of your parents and/ or your children; enabling you to enjoy a comfortable and secure retirement and helping you leave a lasting legacy for your loved ones and causes that you care most about. 


Click Here to Access Our Market Square Group Brochure

Services Include

  • Financial Planning
  • Wealth Management
  • Asset Management
  • Retirement Planning
  • Business Succession Planning
  • Endowments and Foundations
  • Executive Benefit Services
  • Life Insurance
  • Philanthropic Services
  • Planning for Education Funding


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

Our Process

Plan for the life you want to live


PM Process Top.jpg
IDENTIFY Your Goals
  • We begin with a detailed conversation to discover a deeper understanding of your personal, professional and financial situation:
    • Review Financial Statements, Tax returns and other planning documents
    • Discuss personal and Family Circumstances
    • Clarify retirement goals and needs
    • Understand tax concerns
    • Determine estate and wealth transfer goals
DEVELOP your customized wealth plan
  • Develop a detailed action plan with recommendations to help you grow, preserve, and transfer your wealth.
  • Analyze current investment portfolio
  • Perform and estate and wealth planning analysis
  • Establish investment philosoph, risk tolerance and time horizon
  • Prepared customized wealth plan
IMPLEMENT Your Plan
  • Here, we present appropriate investment options that will work together to help achieve your financial goals
  • Present comprehensive plan
  • Explain investment selection process
  • Complete Necessary Paperwork to execute investment strategy
  • Explain Investment performance
MONITOR and Review
  • Transparency is key to a successful long-term relationship
  • Schedule monthly and quarterly discusssions to track progress
  • Make adjustments to strategy based on changes in goals and circumstances
  • Ongoing feedback to help better understand questions and concerns


Our Commitment to You

Our Commitment to You

The best relationships are built on trust, understanding and shared values. We strongly believe that a disciplined philosophy and process are critical to achieving your investment goals. To that end, we are committed to providing each of our clients with the following:


An Articulated Financial Path

Money is merely a tool that can help you live the life you desire. We work with each of our clients to define and articulate their goals, then create a comprehensive financial plan that can help reach them

A Proven, Disciplined Approach to investing

Markets are irrational and unpredictable. Chasing short-term gains can often result in bad decisions. We focus on proven concepts and avoid recommendations based on fear or greed

Access to top Professionals

We believe you are entitled to the best advise possible. As a result, we often collaborate with colleagues as well as other professionals within the industry who are considered experts in their fields.

Simplified Financial Management

Our clients count on us to invest their assets with diligence and care. They also expect us to keep things simple and easy to understand.

Highly Personalized service

We believe we can earn your trust not only through the quality of investment solutions we present to you, but also through the excellence with which we deliver them. We are committed to provide you with regular, proactive, communication, resulting in personalized service that is delivered in an unparalleled manner.

A Clear Understanding that I work for you

We value our relationship with Morgan Stanley as a top purveyor of global financial services for nearly 80 years, but we value our relationship with you even more. When we work together, we view you as the “CEO,” while we serve as your personal “CFO.” You have the ability to drive and shape our relationship so that it provides special value and meaning to you and your family. When you succeed, we all succeed.


Location

Location

  • 1 Harbour Place
  • Suite 125
  • Portsmouth, NH 03801


    Events

    Events

    Meet The Market Square 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

    Mosaic

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

    Ready to start a conversation? Contact The Market Square Group today.

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