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The Wilshinsky Group

OUR MISSION STATEMENT

Excellence in helping clients like you with your personalized investment and financial strategies

Our Story and Services

Welcome

The Wilshinsky Group at Morgan Stanley is a team of financial professionals who focus on institutional retirement consulting and comprehensive wealth management for corporate executives, officers and business owners. Combined, we have over 70 years of experience in helping institutions, individuals and families meet their goals. Our professional mission is to help guide our clients by creating bespoke comprehensive wealth management strategies that enable growth and preserve their wealth for future generations.

Our team is comprised of dedicated financial advisors and assistants who utilize their financial education and experience to address the unique financial and retirement goals of our clientele. Our process is centered on understanding the development and analysis of financial strategies that allow us to implement appropriate wealth management practices that align with our clients financial needs. From corporate retirement plans to family financial plans, The Wilshinsky Group is dedicated to ensuring our financial advisors provide transparency and trust to our clients.

Services Include

  • 401(k) Rollovers
  • Corporate Retirement Plans
  • Professional Portfolio Management
  • Qualified Retirement Plans
  • Retirement Planning
  • Wealth Management
  • Asset Management
  • Financial Planning


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

Professional Details

Sheldon J. Wilshinsky, CFP®

1971 - Present: Morgan Stanley*
Honesdale, PA/New York, NY
BBA - Accounting, 1957
Bernard M. Baruch School of Business & Public Administration
New York, NY
Certified Financial Planner™ (CFP®), 1977
Series 65 - Investment Advisory Agent

Andrew R. Wilshinsky, CRPS®

1999 - Present: Morgan Stanley*
New York, NY/Honesdale, PA
BS cum laude, 1991
Babson College
Wellesley, MA
Series 65 - Investment Advisory Agent
Retirement Plan Consultant
Plan Advisers Magazine Top 100 Retirement Plan Advisers
401(K) Wire magazine 300 Most Influential people in the DC business
Financial Times Top 401 Retirement Plan Advisors

Joseph Notarfrancesco

2011 - Present: Morgan Stanley*
BS in Business Management- SUNY Farmingdale
Series 7
Series 66
NYS Life and Health

Peter Suhosky

2011 - Present: Morgan Stanley*
BA in Political Science- Mount Saint Mary's College
Series 6, 7, 9, 10, 31, 63, 66 licensed

Andrew Bernstein

2004- Present Morgan Stanley*
BA Economics- University of Hartford
Series 7
Series 66
Series 31
NYS Life and Health
Andrew Bernstein holds the following registrations: Securities Agent: AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, TN, TX, VA, VT, WA, WV, WY


Meet The Wilshinsky 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 Wilshinsky Group today.

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