Morgan Stanley Private Wealth Management


The Winter Street Group

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The Winter Street Group

Excellence in family wealth planning for your family’s unique goals

Our Story and Services

Our Team

Over the past 25 years, our team has served some truly extraordinary families. Our clients come from all walks of life, each having achieved a considerable amount of financial and personal success.

We’ve watched our clients build businesses, grow in their careers, start families and launch their children out into the world. We have worked with many of these families for multiple generations, through up and down cycles in the financial markets and
some meaningful events in their personal and professional lives.In building these long-term relationships, we and they have come to appreciate the timeless qualities of continuity, stability and stewardship.

Our clients look to us to help manage their investments, maintain a sustainable lifestyle and coordinate their record keeping. We provide access to some of the world’s most sophisticated resources, and we know whom to call when additional expertise is required. Our single mission is to get to know you and your family well. We want to know where you are, what you need and where you’re headed. We then provide the talent, access and experience it takes to help get you there. We look forward to meeting you and getting to know your family.

Services Include

  • Professional Portfolio Management
  • Asset Management
  • 529 Plans
  • Divorce Financial Analysis
  • Retirement Planning
  • Business Succession Planning
  • Sustainable Investing
  • Financial Planning
  • Alternative Investments
  • Annuities


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

Location

Location

  • 950 Winter Street
  • Suite 3400
  • Waltham, MA 02451


    Meet The Winter Street 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

    Managing Significant Wealth

    • Investment Management
    • Wealth Transfer & Philanthropy
    • Cash Management & Lending
    • Family Governance & Legacy
    • Signature Access
    • Business Services

    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.

    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

    More From Morgan Stanley

    Ready to start a conversation? Contact The Winter Street Group today.

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