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The Robertson Group

OUR MISSION STATEMENT

Using knowledge and experience, we provide our clients with the education, organization, and clarity necessary to achieve financial security.

Our Story and Services

Welcome

The Robertson Group at Morgan Stanley* seeks to advise corporate retirement plans, high net worth individuals, and private foundations.  The core focus of our team is to help in advising business owners and professional practice partners whose corporate and personal assets are closely intertwined.   Our team members have advanced training in the fiduciary obligations that accompany the management of assets held in trust, including corporate retirement plans and private endowments.

We realize that every client relationship is unique and we assist you in creating a holistic view of your finances, family, and cherished causes. We take the time to determine what differentiates you from other investors.  We work closely with you to devise a wealth management strategy that reflects your individual goals, objectives and risk temperament. Our success is measured in our ability to custom tailor strategies to help meet your specific needs.

 


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

Working With You

Working With You

Estate planning can help reduce taxes and maximize the amount you can pass on to your heirs. If you would like to learn more, call or send an email. 

Are you ready for retirement? We think of retirement as part of the bigger picture- your life. Whatever you have in mind, the ideal is to have the flexibility to make choices based on what you want to do, not what you have to do. Using the phone number above, call to develop a strategy to help achieve the retirement you envision.

Location

Location

  • 41 South High St Suite 2700
  • Columbus, OH 43215


    Meet The Robertson 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 Robertson Group today.

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

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