The Verga Group at Morgan Stanley

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The Verga Group

OUR MISSION STATEMENT

To help clients achieve their life goals through customized financial solutions.

Our Story and Services

The Verga Group

The Verga Group at Morgan Stanley provides affluent clients with a holistic approach to wealth management, where our clients’ life goals are the beginning of the process.  With this end in mind, we collaborate with our clients each step of the way, often discussing and assessing issues well beyond the scope of financial management.  We believe our experience has given us a unique perspective in the behavioral attitudes of high-net-worth clients and how to help meet their expectations.  

Once we determine “why” we are investing, we will then assist clients in developing a tailored strategy for the long-term that will consider the different needs and obstacles that might arise during their lifetime; including retirement investing, cash-flow planning, education financing, wealth transfer, charitable giving, executive compensation issues and wealth preservation strategies.  As we help address each of your needs, we will create a specific portfolio considering the risks as well as the potential for meeting expectations.

Our goals-based wealth management approach allows us to sit on the same side of the table to help you:

Focus on what is important to you and your family.  

Customize a strategy. 

Commit resources efficiently.

Monitor and review changes over time. 

Communication is paramount.  As time goes on, we will continue to keep you apprised of any factors that could impact your plan.  We are always available to help with any questions or concerns as they may arise.

 


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

Location

Location

  • 1 Financial Plaza 19th Fl
  • Providence, RI 02903


    Directions and Parking Instructions

    The address for your GPS is 49 Westminster St, Providence, RI 02903.


    From 95 North or 95 South

     
    Take Exit 22A and continue straight onto Memorial Blvd. to the 4th light and take a right onto Fulton Street.

    Towards the end of the block, before the light you will see the Valet Parking sign on the left hand side. The parking garage is located in the building, right before the revolving door.

    If you are coming from 195, please merge onto 95 N and follow the above directions.

    Important: Please check-in with the security attendant at the front desk in the lobby and advise them you are visiting Morgan Stanley.  They will provide you with a pass before instructing you to take the elevator up to the 19th floor. On the 19th floor please check in with our Receptionist.      


    *You may also park at any 'MetroPark' lot. There is one lot located at Capriccio’s Restaurant and two lots located behind the Citizens Plaza building. Please be advised that ‘MetroPark’ lots are the only outside parking lots in which we can validate your parking.


    **Please Note: One Financial Plaza is the tall, white building with lights around the top of the Penthouse; Also known as the old Hospital Trust building.


    Meet The Verga 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 Verga Group today.

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