The Princi Group

OUR MISSION STATEMENT

Experienced wealth planning services for your life and legacy goals

Our Story and Services

The Princi Group

The Princi Group at Morgan Stanley of Boston, MA is a financial advisor group that focuses on comprehensive wealth management strategies for high net worth clients and families. We consistently strive to be the best in the wealth management business.

Peter Princi has been named to the prestigious Barron’s 2018 “Top 1200 Financial Advisors” Ranking #3 in MA. In 2018 Barron’s also named him to their “Top 100 Financial Advisors” ranking #34. In addition On Wall Street’s “The Top 40 Financial Advisors Under 40” in the US ranking #1 in 2014. He has also been ranked on Forbes Magazine 2016 list of “Top 100 Wealth Managers” ranking #58 and he has been named in Registered Rep’s “Top 40 Wirehouse Financial Advisors Under 40 for 2015” where he was ranked #1.

The Princi Group at Morgan Stanley of Boston, MA believes in the best practices of portfolio and wealth management where our clients deserve objective and competent guidance to craft, implement, and monitor a financial and life-planning strategy. We pride ourselves on staying ahead of the markets to help our clients preserve principal and build wealth over time. Our goal is to learn what you value so we can adapt to the vast resources at Morgan Stanley to help support your financial needs and attain your complete confidence.

Services Include

  • Wealth Management
  • Business Succession Planning
  • Endowments and Foundations
  • Cash Management


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

Experience

Experience

Peter B. Princi, CIMA

• 1997 - present: Morgan Stanley*
 Managing Director
 Senior Portfolio Management Director
 Certified Investment Analyst
 Chairman's Council
• BA - Business / Finance
 Wake Forest University
 Winston Salem, NC
• Certified Investment Management AnalystSM (CIMA®)
 The Wharton School of Business
 University of Pennsylvania
 Philadelphia, PA
• Named to the Barron's Top 100 Financial Advisors Nationally
 Ranked #39, 2016
• Named to the Barron's Top 100 Financial Advisors Nationally
 Ranked #21, 2017
• Named to the Barron's Top 100 Financial Advisors Nationally
 Ranked #62, 2015
• Named to the Barron's Top 1200 Financial Advisors Nationally
 Ranked #3 in MA, 2017
• Named to the Barron's Top 1200 Financial Advisors Nationally
 Ranked #9 in MA, 2014
• Ranked #58 in Forbes "Top 100 Wealth Advisors of 2016"
• Ranked #1 in the On Wall Street's 2014 listing of "40 Financial Advisors Under 40"
• Ranked #1 in the On Wall Street's 2014 listing of "40 Financial Advisors Under 40"
• Ranked #4 in On Wall Streets 2015 list of "Top 40 Wirehouse Advisors Under 40"
• Ranked #1 in Registered Rep's 2015 list of "Top 40 Wirehouse Advisors Under 40"
• Ranked #1 in Registered Rep's "Top 40 Wirehouse Advisors Under 40" for 2013
• Named to Financial Times 400 Top Financial Advisers in 2014
• Chairman's Council, 2009 - 2014
• Series 7, 31, 63 & 65 Licensed
• Hope for Caroline Foundation, Red Sox Foundation, Big Brothers Big Sisters

Video

Our Video

Meet The Princi 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

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.

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

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