Helen Lee, CFP®, ChFC®, ChSNC®

With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.

Lisa Shalett's GIC weekly goes into detail regarding the
markets, asset class performance and fixed income. She
does an amazing job making sense of the complex
market.

Each month, Morgan Stanley goes into detail regarding the market. This can vary depending on different sectors,
equites, fixed income, and how the world events can
affect the future of the economy.

Establishing a trusted contact is a crucial step in safeguarding your accounts from potential fraud, ensuring there is always a reliable point of contact in unexpected situations.

Planning for retirement is essential to achieving long-term financial security. By starting early and investing wisely, you can build a nest egg that supports your desired lifestyle. Whether you’re just beginning or nearing retirement, proactive planning ensures peace of mind and financial independence in your later years.

Many of our clients have complex business
arrangements, from executive-level employment
situations to various levels of investment in a multitude.

Welcoming a child into the family is a joyous occasion for
everyone—for parents, grandparents, aunts, uncles,
siblings, cousins and other extended family members. As
a trusted advisor to our clients, we play a critical role in
helping you plan and prepare for the financial
components that a new child introduces into your lives. This includes everything from planning for the costs associated with birth, adoption or surrogacy, anticipating unexpected medical expenses, understanding gifting requirements, preparing for child care and planning for educational expenses.

There are few events more exciting than when our clients
decide to align their life with the person they love. There are some conversations you should have with your
partner though.

Education is a major investment and expense for most of
our clients—one that often requires years of careful,
advanced planning. As educational costs continue to rise
—from primary education through undergraduate,
graduate and professional schools—we can help you
approach the range of educational expenses. This may include tuition, extension programs and advanced professional training, with appropriate funding strategies for your particular situations.

Buying your first home is an exciting milestone, but it comes with financial challenges that require careful planning. From saving for a down payment and understanding mortgage options to managing closing costs and ongoing expenses, it’s essential to have a solid financial strategy. With the right preparation, you can turn your dream of owning a home into a reality while maintaining financial stability.

When you have a child or other family member with special needs, you face unique wealth planning challenges that require unique solutions. Probably the single most concerning issue in the minds of parents with a child with a disability is; What will happen to my child after I'm gone? Some other questions that are asked vary from where their child will live, to if finances will be adequate for the care and well-being of their child. As a part of your advisory team, I will work with you to help address the numerous questions regarding your loved one so that they may enjoy a safe and happy life!