Dominic Polidori

If you've invested years – possibly decades – into growing your company, deciding to sell and bring both opportunity and uncertainty. Determining what comes next is rarely straightforward. We partner with business owners to develop a thoughtful financial strategy designed to support founders and their families through a successful transition.

Executives who receive company equity may find that their personal wealth becomes heavily tied to a single stock. This connection between income and investment exposure has an increase in financial risk. We work with clients to explore tax-aware strategies aimed at improving diversification over time.

Equity compensation can introduce a range of planning challenges and opportunities. We help executives structure and manage these benefits within the broader context of their financial lives – so they can stay focused on advancing their careers and long-term goals.

For individuals with substantial holdings in employer stock or options, understanding the potential impact of these assets is essential. Our analysis evaluates current positions and model's various scenarios to highlight planning opportunities and potential diversification paths.

We offer a comprehensive range of cash management tools and lending solutions designed to simplify day-to-day financial decisions and complement your broader wealth strategy – helping ensure every part of your plan works together efficiently.

Available through your Morgan Stanley Brokerage Account, the Preferred Savings Program provides a competitive way to build and maintain cash reserves while keeping funds accessible when opportunities or needs arise.

The CashPlus Brokerage Account provides a streamlined approach to managing everyday finances. With integrated bill pay and enhanced banking features, you can manage daily expenses while keeping your financial life aligned within your Morgan Stanley relationship.

Choose from a wide selection of competitive CD offering designed to support long-term savings goals with the stability and predictability of fixed interest rates – all within a disciplined financial framework.

Thoughtful borrowing can be a valuable component of a well-rounded financial plan. We work with you to develop lending strategies that enhance liquidity, improve cash flow flexibility, and support key financial priorities.

Helping a family member purchase a home can be both rewarding and complex. We provide guidance and financing strategies aimed at simplifying the process while aligning with your overall financial objectives.

Morgan Stanley Financial Planning provides a holistic view of your financial picture in one place. Together, we can build a flexible strategy that evolves alongside your life's milestones using industry-leading tools such as the Goals Planning System (GPS) and LifeView.

LifeView offers a suite of advanced planning capabilities, including goal-based analysis that helps shape a unified financial strategy. This approach connects the many components of your financial life – from investments to cash flow – into one coordinated plan.

GPS is Morgan Stanley's integrated planning platform designed to assess your financial progress and align your resources with your long-term objectives. It's an intuitive tool that helps determine whether you're on track to meet the goals that matter most.

Taxes can significantly impact portfolio withdrawals and long-term growth. Taking a comprehensive approach that considers your full financial picture may help reduce tax exposure and enhance overall investment outcomes.

Morgan Stanley Total Tax 365 provides a range of tax-aware strategies aimed at helping minimize the effects of taxes on your investments – allowing you to potentially retain more of your returns over time.

Often viewed as a year-end tactic, tax-loss harvesting can also be used throughout the year to help offset gains. A clear understanding of considerations such as wash sale rules and capital gains treatment is essential when incorporating this strategy effectively.

Access your accounts and manage everyday finances through a secure, all-in-one digital platform. Morgan Stanley Online allows you to view balances, monitor transactions, track performance, and stay up to date on your financial activity – anytime, from almost anywhere.

See your full financial picture in one place with Total Wealth View. By consolidating assets held both at Morgan Stanley and externally, this tool helps provide a broader perspective of your finances to support more informed decision-making and comprehensive planning.

Leverage institutional-level analytics to better understand your portfolio's risk and performance. The Portfolio Risk Platform provides valuable insights that can help guide more informed, data-driven investment decisions aligned with your long-term strategy.

Easily store, organize, and share important financial documents – including statements, tax records, and legal authorizations – within the secure Digital Vault. This encrypted solution helps keep essential information accessible whenever you or your trusted professionals need it.