The ONE Columbus Group at Morgan Stanley

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The ONE Columbus Group

OUR MISSION STATEMENT

ONE Goal, ONE Strategy, ONE Relationship, ONE Team to support your financial objectives... The ONE Columbus Group

Our Story and Services

Our Story

Whatever your hopes and dreams, our goal and focus at The ONE Columbus Group is to help you define your objectives, and create strategic financial plans to help you achieve them. We offer our clients strategic insight on a range of issues including tax mitigation, retirement planning, charitable giving, educational funding and estate planning among others. Using our investment insight and expertise gleaned from the industry, we carefully construct a portfolio focused on value, risk mitigation and diversification.

For over twenty years, our clients have trusted us for all of their financial needs. We have earned this trust by committing to clear and consistent communication, and by making their concerns our first priority. As a result, we have been privileged to play a role in some of the most momentous events in our clients’ lives—as they announce their retirement, watch a son or daughter graduate from college, or help fund a charity that holds a special place in their heart.

We look forward to becoming your financial advisors, and helping you create the kind of future you desire for yourself and your family.

We are The ONE Columbus Group, ONE essential team for all of your financial needs.

Services Include

  • Annuities
  • Certificates of Deposit
  • Philanthropic Services
  • Qualified Retirement Plans
  • Asset Management
  • Endowments and Foundations
  • Estate Planning Strategies
  • Executive Financial Services
  • Sustainable Investing
  • Wealth Management


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

Working With You

Working With You

We have made it our mission to provide personalized wealth management services for our clients for over twenty years. From educating the next generation to planning their legacies, from capital preservation to charitable giving, our goal is to be your family's ONE advisor for all of the financial decisions you face each day.

As Morgan Stanley Financial Advisors, we have access to some of the most up-to-date research and analysis, a wide spectrum of investment choices, and some of the best trading platforms in the industry.  our goal is to put these resources to work for you as we devise a financial strategy for you and your family.

Our Clients

Clients

We offer wealth management advice focused on you and your goals. Our strategies are personalized, and based on a process that we have carefully refined through the years.

With our comprehensive experience and knowledge base, we offer the following:
* Personalized strategic wealth management for clients seeking to set long-term goals
* Guidance for retirees needing to generate ongoing income
* Tax mitigation insight for clients with high tax liability
* Investment advice including asset allocation, manager selection, performance monitoring and reporting
* Critical guidance on transitional wealth
* Strategy and guidance for charitable giving
* Assistance in retirement, estate and education planning
* Proactive quarterly calls to review portfolio goals and objectives

Meet The ONE Columbus 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

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

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 ONE Columbus Group today.

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