The MCM Group

OUR MISSION STATEMENT

Comprehensive wealth planning strategies for your life and legacy

Our Story and Services

Connecting the Pieces of Your Financial Life

If you’re like many of the people who become our clients, you sometimes wonder if you should be doing more to achieve financial security for yourself and your family. You probably don’t look at your investments every day, but you can’t help worrying when the market dips several hundred points in a few hours. You may not think about taxes very often but when April 15th comes around, you sometimes wish you had done something to reduce your liability. You do think about your children, but you’re not sure what steps you should take to leave them a meaningful legacy without undue taxation or family conflict. 

What if you could consult with the financial equivalent of a primary care physician? A skilled team of professionals who understand who you are and what you’re looking to accomplish? A source of information and advice that encompasses not only your investment portfolio but virtually every aspect of your financial life? 

For those people who eventually become our clients, this is the important function we serve. We are The MCM Group at Morgan Stanley and we provide comprehensive wealth and investment planning services that can assist you immeasurably in pursuing your most important financial goals.

Services Include

  • Financial Planning
  • Estate Planning Strategies
  • Retirement Planning
  • Wealth Management
  • Planning for Education Funding
  • Corporate Trust Services
  • Philanthropic Services
  • Corporate Retirement Plans
  • Qualified Retirement Plans
  • 401(k) Rollovers
  • Fixed Income
  • Municipal Bonds
  • Alternative Investments
  • Annuities
  • Life Insurance
  • Long Term Care Insurance


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

How We Work With Clients

How We Work With Clients

While some of our clients come to us with concerns about their investments performance, many have questions that go far beyond their portfolio:



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Will they be able to retire as anticipated with sufficient income for the rest of their lives? Will they be able to meet unforeseen expenses, while providing a legacy to loved ones? Will they be able to purchase a second home or help a child purchase a first home without sacrificing financial security?





For all these clients, we believe that planning offers the greatest likelihood of success. As a result, we typically recommend that clients engage in a comprehensive planning process that includes the following steps:




Discovery



Our discovery process is deeper and more extensive than that which is practiced at many other firms. We strive to understand who our clients are as people, as well as investors, and what they truly want their wealth to accomplish.

Strategy Formulation



We quantify our clients' financial objectives so that they, and we have a specific target to aim for. We map our clients' asset allocation to their specific objectives, as well as to projected inflows and outflows. As a result, clients often have several allocations that guide the investment of various asset pools earmarked for different goals.



Strategy Implementation



We have an extensive network of professional contacts who are available to offer specialized advice when necessary. Our affiliation with Morgan Stanley, one of the world's most respected financial services firms, enables us to access internal specialists in disciplines as diverse as private banking, estate planning and, of course, asset management. Our discretionary investment approach seeks to enhance after-tax returns while providing sufficient liquidity.

Ongoing Evaluation



We tie performance to client goals, not market indexes, and constantly monitor our clients' progress, adjusting their strategies when warranted by changing priorities in their lives and prevailing market conditions.


What Else Distinguishes Our Practice?

What Else Distinguishes Our Practice?


Many of our client relationships are multigenerational and all of them are noted for their closeness and longevity, with many clients remaining with us for 25 years or more. 






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Service that is personal, private and exclusive



Our service reflects the personalization of our practice. Phone calls are answered promptly and everyone on the team knows every one of our clients. All out team members take pride in the speed and accuracy with which we meet client requests.
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Going
the extra mile



Clients call us for far more than portfolio updates and check requests. Some solicit our advice on buying versus leasing a car. Others ask for referrals to attorneys, accountants and other outside professionals. Many of our clients consider us to be a de facto family office to whom they can turn whenever they have a financial questions or concern.
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A belief that our clients are more than our clients



They're our friends and are always treated as such. We believe it is our mission to help clients make the most informed decisions possible and to navigate the risks standing between them and their most cherished goals.


Location

Location

  • 10 Madison Ave Po Box 1908
  • Morristown, NJ 07962


    Meet The MCM Group

    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

    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.

    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

    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

    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

    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 MCM Group today.

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