The Rittenhouse Group at Morgan Stanley

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The Rittenhouse Group

OUR MISSION STATEMENT

To help you grow, manage and preserve your wealth, so you can focus on what brings true meaning to your life and legacy

Our Story and Services

The Rittenhouse Group

As a seasoned husband-wife advisory team, we understand the importance of family and the financial freedom to pursue personal interests. We have been providing personalized financial guidance and investment management solutions to successful professionals, families and business owners residing in the Philadelphia tri-state area and across the country.  



Over the course of our careers, we have studied and achieved important industry credentials, including Certified Financial Planner (CFP®), Certified Private Wealth Advisor (CPWA®), Certified Investment Management Analyst (CIMA®) and Chartered Retirement Plan Counselor (CRPC®). This concentration of education, knowledge and specialized skills in one group of advisors and enables us to serve as your single point of contact for all your family wealth needs. We use our extensive technical and analytical skills to research, evaluate and recommend appropriate strategies to address your particular needs and goals. 

Financial Strategies for Life

We are dedicated to helping families with significant wealth define and achieve their long-term financial goals. We believe it is our responsibility to be aware of the changes in your life, so we can anticipate and respond strategically to new risks and emerging opportunities. The end result is a coordinated financial plan, updated regularly, that focuses on meeting your particular goals today and for the generations that follow.

The Rittenhouse Group Advantage

With genuine passion, we deliver a dynamic approach that puts you in the center of every decision. We are committed to earning your trust every day through a powerful combination of experience, education and empathy. Above all, we strive to ensure every client feels like our only client.

Getting started is easy. It begins with a conversation. We look forward to discussing how we can create the lifestyle and legacy you envision for you and your family.

 


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

Why Work With Us

At The Rittenhouse Group, your priorities become our priorities. We leverage our decades of experience, along with the premium resources of Morgan Stanley, to create a comprehensive wealth strategy that is uniquely yours. We are committed to the following core values that we believe differentiate us from other advisory teams and serve as the foundation of our practice.

Caring Relationships

We build longstanding relationships, based on trust and integrity. We do this by working with a select group of individuals, families and business professionals who value our depth of knowledge and experience in providing comprehensive solutions that go well beyond investments. The bond we form with each client is fundamental to our mission, and it is our goal that it spans generations.

Knowledge and Experience

Our team has a concentration of experience and education that is rare in one group of Financial Advisors. With more than 45 collective years of experience1, we have acquired the wisdom and skills to tackle the challenges that come with accumulating significant wealth. Our priority is to help you prepare for all of life’s milestones and be your first call for any financial matter – no matter how simple or complex the situation.

Collaborative Approach

The diversity of our backgrounds, experience and areas of specialty enable us to deliver fresh ideas for today’s complex world. We are available to work with your accountant, attorney and other professionals to build a comprehensive and cohesive plan that encompasses all aspects of your life.  

Concierge Service

We recognize every client is unique. Some desire in-depth explanations of investment concepts, while others understand those concepts thoroughly and prefer advisors with whom they can formulate strategies. We are committed to helping you achieve your goals in a manner that aligns with your expectations of a concierge experience.


Our Clients

Clients

We deliver comprehensive services to a select group of clients who have accumulated a higher level of wealth and seek financial guidance on the following activities:

- Comprehensive financial planning
- Investment management for growth or income
- Managing a significant life or liquidity event, such as transitioning to retirement, selling a business, a divorce or loss of a loved one
- Diversifying highly concentrated positions
- Financing a major acquisition
- Preparing the next generation to effectively manage wealth
- Creating a legacy plan to preserve family harmony as well as assets
- Achieving charitable and philanthropic goals
 
Our clients include:

- Families spanning multiple generations
- Retirees and individuals planning for retirement
- Successful professionals, corporate executives and business owners
- Women seeking guidance for themselves and their families
- Referrals from existing clients and industry professionals
 
While our clients have unique goals and circumstances, they all have one thing in common: The desire to simplify their finances and develop an integrated wealth strategy for now and the future.

We provide the knowledge and insights they need to succeed in today’s fast-paced world, so they may enjoy their wealth and leave the legacy they desire.

Diversification does not guarantee a profit or protect against loss in a declining financial market. 

Working With You

Working With You

Our process begins and ends with listening. We ask questions about what is important to you, your family and your legacy . . . and then we listen. Through each step, we provide objective advice and investment insights to construct a wealth management plan that is uniquely yours.

1: Initial Conversation

We begin with an informal discussion to understand your financial concerns and determine how we can add value. This is your opportunity to interview us, as we get to know you. If we agree to move forward, we’ll schedule our next meeting and request important financial information.

2: Discovery Meeting

We continue the dialogue by fostering an in-depth conversation where we learn about the values that shape your decisions and identify any unique circumstances. We also review the documents you’ve prepared and begin to define your priorities. 

3: Analysis and Strategy Development

Here, we utilize proprietary financial planning tools to develop a personalized and detailed strategy with recommendations to help you grow, preserve and transfer your wealth. This serves as the foundation for building your initial plan, as well as future investment decisions.

Step 4:  Recommendations and Implementation

In this step, we present appropriate investment options that, once executed, are designed to work together cohesively to achieve your goals. Upon your approval, we execute each recommendation and begin to implement the wealth management strategies we’ve discussed. These often encompass risk management, as well as estate, trust and philanthropic planning.

Step 5: Ongoing Stewardship

Committed to a concierge client experience, we focus on developing a relationship that provides special value to you and your family. As we execute each strategy, we’ll set up tools so you have immediate access to your account information. And because markets and personal needs evolve over time, we’ll schedule regular calls and meetings to ensure your plan remains on track to achieving your goals.

Personalized Solutions

While the strategies we provide are broad in scope, our approach is one hundred percent individualized. We deliver the personalized attention you expect, as we build a structured plan focused on achieving your financial and legacy goals. Here is a brief overview of the solutions we offer:

Lifestyle Management

We pay particular attention to the timing of milestone events to help ensure you are prepared each step of the way. Whether you are planning for your children’s education, a comfortable retirement or the sale of your business, we develop the strategies needed to achieve your goals on schedule.

Asset Growth and Preservation

Asset management aims to achieve the best possible returns consistent with your level of risk. Working together, we create a customized strategy that applies long-held investment principles to help your assets appreciate appropriately. We also welcome the opportunity to incorporate sustainability, environmental and social values into our process.

Longevity Planning

Given extended life expectancy, we help customize allocation and distribution strategies to help you preserve assets, whether they are held at Morgan Stanley or other firms. This includes advice on 401(k) plan assets, life insurance, long-term care plans and lifetime income strategies.

Risk Management

Life’s risks can manifest themselves in many ways – from loss of life to loss of health – and have the potential to impair the efficiency of a thoughtfully developed plan. We help address these concerns in a number or ways, ranging from insurance reviews to liquidity strategies.

Legacy Planning

Delivering an estate to the next generation or favorite charity requires more attention than families often realize. Coordinating with outside estate and tax professionals, we align estate planning goals with the appropriate asset titling and beneficiary designation requirements, while incorporating best practices to help enhance results.


Meet The Rittenhouse 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 Rittenhouse Group today.

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