The Rehmann Group at Morgan Stanley

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The Rehmann Group

OUR MISSION STATEMENT

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

Our Story and Services

Our Story

Our team is built around the core philosophy that we must block out the noise and focus on the long term.  We refer to our approach as the 26.2 Method because much like a marathon runner stays focused on the long term we take that same approach with our clients.
Our philosophy is built around three areas that guide our interactions with clients

Financial Planning

Much like you would not train for a marathon without a plan we believe that you should not run your financial life without a clear idea of what your goals are.  We develop financial plans for our clients that focus on both short and long term goals.  These are living and breathing plans that adapt as circumstances change

Investment Philosophy

We run a multi-asset portfolio that takes advantage of diversification.  We then systematically reinvest the dividends and interests earned, and follow a broader rebalancing schedule yearly.  By following this investment process, we are able to take advantage of unforeseen market swings.  Investing in out of favor sectors, and realizing gains in areas that have been extended.  This allows us to use market volatility to our advantage and benefit.

Ongoing Maintenance

Markets will go up and down, and we cannot allow them to distract us from focusing on what we can control. Through the use of regular communication both via phone and email, and annual Strategy and Tactical meeting we will revisit your progress and make sure that your individual Probability of Retirement Success stays on track. We do that by reviewing all aspects of your financial life and coordinating with other important professionals in your life like your CPA and Attorney.

Services Include

  • 401(k) Rollovers
  • Asset Management
  • Estate Planning Strategies
  • Financial Planning
  • Professional Portfolio Management
  • Retirement Planning
  • Wealth Management


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

Working With You

Working With You

We provide comprehensive financial planning in the context of a long-term relationship with you. Through our experience we have learned it is important that everyone is clear on what to expect if we are to develop and maintain a successful working relationship – one where I can help you achieve your financial and lifestyle goals.
 

WHAT YOU CAN EXPECT

 
You can expect that I will consistently and responsibly perform all services related to the provision, review and ongoing monitoring of the financial planning strategies we implement on your behalf.
 

WE WILL ALWAYS:
 

  • Strive to acquire and maintain a thorough understanding of your financial goals.
  • Update your current financial information on a regular basis.
  • Carefully assess and monitor your investment risk and time-frame.
  • Explain the implications of all recommended financial planning strategies and gladly answer any questions you may have.
  • Update you as and when appropriate by email, mail and phone.
  • Meet with you regularly to review your Personal Financial Organizer (PFO).
  • Act as your primary Financial Advisor, coordinating the efforts of other related professionals as and when required.
  • Treat you with utmost respect and professionalism.
     

MUTUAL RESPONSIBILITIES


Having a solid relationship is essential to effective financial planning. To this end, we both need to make your financial strategies a priority. We will agree to keep each other informed of any new developments that might affect these strategies. 

We will always work together in the spirit of mutual trust, respect, and understanding.

Morgan Stanley Smith Barney LLC. Member SIPC.

Meet The Rehmann 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 Rehmann Group today.

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