Brandon Wilson

We build you a personalized plan based on who you are; your values, your sources of wealth, your passions and your pleasures. We clearly articulate how each financial decision impacts financial security We focus on outcomes to the stuff that matters to a family: education of future generations, buying a second home, investing in other businesses.

We begin by asking what matters to the families we serve, and we never stop asking that question. We have extensive experience advising clients before, during, and after life's transitions: • Such as births, weddings, deaths, or divorces • Purchase, sale, merger, or transfer of a business • Executive decisions, such as retirement, deferred compensation, or taxes in consultation with your tax professionals

We work under a format of open architecture, which means that we actively coordinate with your preferred outside advisors. This approach seeks to provide seamless integration of the vast services of Morgan Stanley, leveraging the resources we have in many areas, along with those of our client's outside advisors.

We are intentional about impact every day. We will be in the trenches with you when the world and/or family goals appear to be unbalanced. We are celebrating with you with life events and when goals have been accomplished.

Leading up to and through retirement, The Hudson Legacy Group helps you identity the most appropriate ways to get the income you need and helps ensure you are on track to achieve for financial goals.

The Hudson Legacy Group takes care of your retirement accounts and other investments based on your comfort level with risk and your current tax circumstances. tailoring your financial strategy to your unique situation. needs. and goals.

Regardless of your current financial circumstances, it is crucial to have a backup plan for your money. Our team regularly reviews your finances with you and coordinates with your estate attorney to help ensure that we meet your wishes in the most efficient and cost-effective way possible.

The driving force behind any business is cash. Whether it's access to capital or managing accounts receivable and accounts payable, we can help you review the strategies you have in place and where appropriate, provide you with alternatives to consider.

There are many options and considerations for each stage of education expense planning. We will cover the basics to help inform you of the various strategies for your situation and create a plan best suited for your loved ones.

Being empowered with the knowledge to make smart financial decisions during every stage of life is key to preserving wealth through the next generations.. Discussing family finances is especially important with adult children, no matter their age. It's not always easy, but starting the conversation is a key step in long-term wealth planning.

Innovative workplace offerings for companies and employees which include Shareworks by Morgan Stanley, our global equity plan management solution, Financial Wellness and Retirement Solutions.

Comprehensive solutions to effectively maximize and customize retirement benefits, so managers can help employees make the most out of retirement.

We focus on those things that make a difference to your business - from your perspective of ownership, control and liquidity, to the major challenges and opportunities you may face.

Planning is key as you approach the next chapter of your company's story. Whether it's selling a business- all or part of it - or passing it on, The Hudson Legacy Group can help develop various exit strategies.

At The Hudson Legacy Group, we understand that when employees thrive, companies thrice. We are proud to offer a customizable solution for organizations to empower their employees by making their finances a source of wellness- and not a source of stress.

Retirement is more than a date in the future – it's a milestone that takes time, hard work and the right tools to achieve. Morgan Stanley at Work provides plan sponsors with a comprehensive suite of solutions and investment experience that helps your employees maximize their potential to reach their long-term goals.