Gregory Tanzer, CEPA®
My Mission Statement
My Story and Services
Gregory (Greg) Tanzer joined Morgan Stanley Wealth Management in May 2024 with 17 years in the banking, lending, and wealth management fields. Most recently, Greg was with First Republic Bank for almost 13 years (11 months with JPMorgan Chase & Co after the merger), where he was a Senior Managing Director and Relationship Manager. Greg focuses on balance sheet and holistic wealth management, cash management and lending solutions, for high and ultra-high net worth individuals, their families, and businesses.
Greg resides in Wellesley, Massachusetts with his wife, Emma, daughter, Brielle, and mini schnauzer, Kelso. He sits on the Finance Committee of the Board of Jewish Big Brothers Big Sisters and enjoys spending his free time with his family on Cape Cod, exercising, playing cards, building financial models, and doing math related logic puzzles.
NMLS#: 1016306
Working with You to Create a Comprehensive Plan
No matter what stage your life is in, whether you are preparing for retirement, enjoying retirement, or somewhere in between – a comprehensive plan can help you achieve your financial goals.
Greg begins each new relationship with a comprehensive financial plan – gaining a thorough understanding of your full financial picture, as well as your values and goals for the future. This plan serves as a guide for all future decisions, where Greg focuses on balance sheet and cash flow management.
As circumstances in your life change – your financial goals will often change as well. Our planning process is dynamic, allowing for flexibility to adapt to changes in your life as they happen.
Utilizing the extensive planning tools that Morgan Stanley has to offer, we can develop a more focused financial future that incorporates all aspects of your life – not only your investments.
Finding a Solution Unique to Your Needs
At Morgan Stanley, we have a vast array of solutions available to our clients – but our approach is tailored to each client's specific needs. We work with you to deliver personalized strategies that are in line with your financial goals.
A variety of planning-related tools—including our Goals Planning System (GPS) and LifeView—provide a single, comprehensive snapshot of your finances and adapt a wealth plan to your ever-changing life demands and modify goals as needed.
With a comprehensive background in banking, Greg works with his clients to understand their personal balance sheet. He strives to ensure that they have an exit strategy for their debt and are using debt in a manner that is most appropriate for their unique situation.
Morgan Stanley provides clients with an extensive suite of banking and lending products and offerings designed to meet your unique needs. Greg develops a personalized approach that is appropriate for your cash flow and liquidity needs.
Considering the impact of your wealth on future generations is an integral part of any financial plan. We work with you and your attorny to provide you the necessary resources to develop a comprehensive estate plan, as well as connect you with the appropriate professionals to guide this discussion.
A Full Suite of Digital Tools
Our comprehensive suite of digital resources is designed for a seamless experience in managing your finances and important documents, all in one place.
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Sign up for eDelivery today and start receiving email notifications as soon as your account documents are available on Morgan Stanley Online or the Morgan Stanley Mobile App. It's quick, convenient & secure.
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
Learn about our latest security measures, how we are safeguarding your assets and personal information and find actionable insights and resources on important cybersecurity topics to enhance your own online security.
Taxes can be a substantial drag on investment returns. Morgan Stanley Total Tax 365 offers access to a broad range of tax-efficient strategies to help you integrate tax planning into your investment process all year long, maximize portfolio after-tax return potential and help keep more of what you earn.
Investor Resources and Readings
Staying updated with relevant information is paramount. A collection of timely resources and readings from Morgan Stanley's thought leaders can be found below.
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
The Morgan Stanley Global Investment Office provides you with world-class thought leadership, timely market commentary, and portfolio ideas to help guide your investment decisions.
Through timely, in-depth analysis of companies, industries, markets and world economies, Morgan Stanley has earned its reputation as a leader in the field of investment research.
Starting yields, potential rate cuts and a return to contrasting performance for stocks and bonds could mean an attractive environment for fixed income in 2024.
Generative AI's tremendous growth will cause a surge in energy usage, which could benefit data centers and power providers—but it could also offer sustainability benefits.
Location
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
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Awards Disclosures
