The Weiser Group at Morgan Stanley

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The Weiser Group


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

Our Story and Services

Our Story

You and your family are at the center of everything we do.

We have been advising families like yours since 1984, working with you to develop and execute your unique wealth plan.

We are advisors who are experienced in guiding multigenerational families like yours; to help preserve, grow and transfer the wealth you have built.

We believe that listening to you is crucial.  What’s important to you is important to us.  We also believe that investment jargon is just that, therefore we speak in plain English.  Experience has shown us that you do best when you understand and are comfortable with your investments.

When working with you we bring our experience, advanced degrees and certifications, knowledge of the industry, and above all, a commitment to do the best for you and your family.

The Weiser Group and Morgan Stanley are here to be your advisors.  We look forward to working with you.



Services Include

  • Wealth Management
  • 401(k) Rollovers
  • 529 Plans
  • Asset Management
  • Corporate Bonds
  • Defined Contribution Plans
  • Divorce Financial Analysis
  • Estate Planning Strategies
  • Exchange Traded Funds
  • Financial Planning
  • Fixed Income
  • Lending Products
  • Life Insurance
  • Long Term Care Insurance
  • Municipal Bonds
  • Retirement Planning

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



  • 4 Landmark Square 2nd Floor
  • Stamford, CT 06901

    Working With You

    Working With You

    At the Weiser Group, we work with you to discover your priorities and goals. We listen to you.

    Then together, we create and execute a plan that is tailored to your current and changing needs.

    Ours is a collaborative relationship whose focus is on you and your family.




    Planning for Health Care in Retirement

    Please join us for an informative discussion on health care costs in retirement.

    When: Wednesday, October 25th 2017

    Where: Serendipity Labs, 700 Canal Street, Stamford, CT 06902

    Time: 6 - 8 pm

    Presenter: Michael Rao, Regional Director, Fidelity Institutional Asset Management

    RSVP: By October 20th to Natalie Marciniak - 203-326-6978

    Click here to see full invitation.

    Meet The Weiser Group


    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing


    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


    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


    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 Weiser Group today.

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