The Perrone Lewis Group at Morgan Stanley

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The Perrone Lewis Group

OUR MISSION STATEMENT

Working with you to help preserve and grow wealth for your long-term goals

Our Story and Services

About Our Team

We as a team, concentrate our efforts on developing long-term relationships with our clients through a commitment of high quality and pro-active client service. The Perrone Lewis Group takes a client centric approach to comprehensive wealth planning by providing solutions for every step of our clients life; such as helping build, preserve, and transfer wealth.  We do this by working in unison with our clients other professional advisors to provide a well-executed plan.  Wealth doesn’t just happen it is a planned event, we would like to help you plan for your future events.

Our Commitment - The 60 Things The Perrone Lewis Group Does For You

Services Include

  • Business Succession Planning
  • Estate Planning Strategies
  • Financial Planning
  • Lending Products
  • Life Insurance
  • Planning for Education Funding
  • Retirement Planning
  • Wealth Management


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

Events

Events

Cybersecurity, Covered
Special Agent Jeff Lanza of the FBI will be presenting on cybersecurity, what threats exist and how you can protect yourself and your family from possible dangers.

Please click here for our invitation.

Date: March 8, 2018
Time: 6:00pm-7:00pm- Appetizers & Wine
         7:00pm-8:00pm- Cybersecurity Presentation
Where: The Sandhill Crane Vineyard
           4724 Walz Road, Jackson, MI 49201
RSVP by: March 5, 2018
RSVP to: Anna, Jenn or Sydney at (517) 324-8008 or e-mail anna.perrone@morganstanley.com

CRC: 2007355

Client Education

Morgan Stanley Financially Fit


Morgan Stanley Financially Fit is a new program for you and your family, available from your Morgan Stanley Financial Advisor. Whether you're teaching your children to make a budget today or helping them develop skills to manage wealth in the future, we know how difficult it can be to educate and inspire the youth of a new generation to become financially responsible adults. Through an innovative online financial education program - designed for children in grade four all the way into adulthood - this program introduces important financial concepts. The program can prompt financial-specific conversations within the privacy of your family, allowing you to have meaningful dialogue with individual family members about their financial future.

The Morgan Stanley Financially Fit program has four core training modules for grade school children, high school and college students, and adults. To learn more about Morgan Stanley Financially Fit and the different levels click the link below:

Morgan Stanley Financially Fit



LifeView with Morgan Stanley


LifeView Advisor is a financial planning tool that creates an advisory relationship between you and your client. It includes all the features of LifeView Goal Analysis along with strategies for goal protection (life, disability and long-term care insurance) and estate planning.

Below are a few documents that help you understand what LifeView is and how it works:

LifeView Overview Brochure
Plan for Your Future Brochure

Below is the client profile that you will fill out before meeting with The Perrone Lewis Group. If you have any questions while going through it please call 517-324-8008 and someone on our team will walk you through it.

LifeView Personal Wealth Advisor Client Profile



Morgan Stanley Premier Cash Management


Morgan Stanley Premier Protection is a complimentary benefit available to clients as part of the Premier Cash Management program which recognizes and rewards you for consistently using the firm’s cash management solutions such as direct deposit, check writing, debit cards, online bill payment and more.

Premier Protection Fact Sheet

To enjoy Premier Protection, clients will need to self enroll1 after they qualify for the Premier Cash Management program, as enrollment is not automatic. To enroll, visit www.morganstanley.com/premierprotection or log in to Morgan Stanley Online. The following information will be required in order to enroll: Social Security Number (SSN), date of birth, address and email address. You will also be required to answer a few authentication questions from your credit report.


Meet The Perrone Lewis 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 Perrone Lewis Group today.

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Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.

Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

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Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

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