"There Is Always A Better Way" #AlwaysABetterWay

My father started this enterprise over sixty years ago. His motto was “there is always a better way.” The quality that I respected most about my dad was his character. His father died the summer prior to his senior year of high school. He decided to sacrifice his admission to an Ivy League school to remain at home, run the family grocery store and assist his mother with the care of his younger sisters.

When I was sixteen I was cut from the varsity basketball team. For the kind of guy I was; this was a tragedy. I was supposed to start, but my allergies depleted my energy during tryouts. As soon as I arrived home my head was buried under the covers in the dark. Later my dad entered my room and turned on the lights. He handed me John Wooden’s book on basketball and said “there is always a better way.”

He instructed me to meet with the coach the next day; to ask him what I needed to do better. The next time I made the varsity team.

Fast forward to the present, we established a multi-generational team with a focus on the principals of entrepreneurial companies. The values of family, continuity, tenacity and imagination are metabolized in our framework. “There is always a better way.” This is the way we compete for the future.
Services Include
  • Asset Management1
  • Lending Products
  • Alternative Investments2
  • Art Advisory3
  • Financial Planning4
  • Business Planning5
  • Retirement Planning6
  • Estate Planning Strategies7
  • Endowments and Foundations8
  • Trust Accounts9
  • 401(k) Rollovers
  • Futures10
  • Foreign Exchange11
  • Professional Portfolio Management12
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

"The secret of change is to focus all of your energy, not on fighting the old, but on building the new." -Socrates

Formulating a plan of action for clients in a constantly changing world means balancing art as well as science.

We incorporate a wide range of global economic variables which Morgan Stanley monitors on an ongoing basis.

Judgment is necessary in prioritizing these factors.

You are the center of our universe in framing for the future.

We are Family Wealth Directors, Morgan Stanley designated financial professionals, who believe that you - as one of our most important clients - are entitled to a different kind of working relationship with the firm. In fact, it is a type of relationship that you have probably not encountered at any other firm. As Family Wealth Directors, we bring the scope and influence of the differentiating resources of Morgan Stanley to our most valued clients.
    Awards
    • 2019 Ranked in Barron's Top 1200 Advisors
    • 2019 Forbes Best-in-State Wealth Advisor
    • 2018 FT Top 400 Advisors
    • 2018 Ranked in Barron's Top 1200 Advisors
    • 2018 Forbes Best-in-State Wealth Advisor
    • 2017 FT Top 400 Advisors
    • 2017 Ranked in Barron's Top 1200 Advisors
    • 2016 FT Top 400 Advisors
    • 2016 Ranked in Barron's Top 1200 Advisors
    • 2015 FT Top 400 Advisors
    • 2015 Ranked in Barron's Top 1200 Advisors
    • 2014 Ranked in Barron's Top 1200 Advisors
    • 2013 FT Top 400 Advisors
    • 2013 Ranked in Barron's Top 1000 Advisors
    • 2012 Ranked in Barron's Top 1000 Advisors
    • 2011 Ranked in Barron's Top 1000 Advisors
    • 2010 Ranked in Barron's Top 1000 Advisors

    The Cash Flow Conversation

    We want all of our clients to have meaningful lives.

    The heart of our investment process is the twice a year cash flow conversation. During this exchange, we will talk about your life and what is happening.

    At the end of this chat, we will re-balance the portfolio to maintain your risk budget and sell down sufficient cash to help meet your objectives for at least the next six months.

    Sometimes an extra cash buffer may be needed in periods of stress. Ideally, our cash flow ritual begins two years in advance of the journey of retirement. The process is not a byproduct of chance, rather practice.

    Our mission is always to help you sustain your allocation and quality of life.

        Location

        1650 Market St
        42nd Fl
        Philadelphia, PA 19103
        US
        Direct:
        (215) 854-6272(215) 854-6272
        Toll-Free:
        (800) 233-1414(800) 233-1414

        Meet Liberty Wealth Management Group

        About Me

        Eric is an Executive Director, Senior Investment Management Consultant, and has been with Morgan Stanley for over 30 years, establishing himself as a leader in the industry. 

        He is a longstanding member of the Jewish community, serving as past President of the Gershman YMHA, JCC Board Member, and YLC Jewish Federation of Greater Philadelphia Board Member.  He has been recognized as a Wexner Heritage Fellow, earned the "Lights of Tomorrow" New Leadership Award, JCC Volunteer of the Year award, National Jewish Unity Medal, and is a benefactor for the Jewish Film Festival.

        Eric earned his MBA from the University of Michigan, and graduated Summa Cum Laude, Phi Betta Kappa with a BA in political science from Temple University.  He holds the Series 3, Series 7, Series 63, Series 65 licenses, belongs to the Association of Professional Investment Consultants APIC®, holds the Investment Management Consultants IMCA® designation, and is an Accredited Investment Fiduciary AIF®, and International Client Advisor.
        Securities Agent: TX, PA, WI, WA, VI, VA, OH, NY, NM, NJ, NH, NC, MT, MO, MN, ME, MD, MA, LA, IL, HI, GA, FL, DE, DC, CO, CA, AZ; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
        NMLS#: 1268407

        About Me

        Josh is a Financial Advisor, Portfolio Manager, and has been with Morgan Stanley for 8 years.  In 2016 he was recognized by Philadelphia Magazine as a "Philadelphia Five Star Wealth Manager".

        He is involved in his community and has served as a Young Professional Mentor at Temple Beth Hillel-Beth El.

        Josh earned his BBA in Finance, graduating Cum Laude from George Washington University, where he was a member of the Finance Club.  He also attended William Penn Charter School and Akiba Hebrew Academy.  He holds the Series 7, Series 66, Series 31, as well as Life, Accident and Health licenses.  He maintains the Financial Planning Specialist designation.
        Securities Agent: PA, WI, WA, VI, VA, TX, OH, NY, NM, NJ, NH, NC, MT, MO, MN, ME, MD, MA, LA, IL, HI, GA, FL, DE, DC, CO, CA, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
        NMLS#: 1401654

        About Me

        Mary Pinck is an Assistant Vice President, Consulting Group Analyst, and has been with Morgan Stanley for 4 years.

        Prior to joining the firm, she was a Global Equity Trader with Clearview Trading Advisors, and Head Trader with Global Currents.  She is a 4 year featured speaker at the International Trader Forum. 

        Mary Pinck earned her BA from Randolph College (formerly Randolph-Macon Woman's College), in Lynchburg, VA.  She is a 3 year United States Tennis Association Team Captain.  She holds her Series 7, Series 63, and Series 65 licenses.

        About Me

        Sonny is a Wealth Management Associate and has been with Morgan Stanley for 3 years.

        Prior to joining the firm, he lived in Europe for several years as a teacher employed by the Spanish government in Madrid, and earning a Master's degree in London.

        Sonny has an MSc from the London School of Economics, a BA from Syracuse University, and a German Language A1 certificate from the University of Vienna. He holds the Series 7, Series 66, Series 31, Life, Accident and Health licenses, and maintains the Financial Planning Specialist designation.

        He is active Treasurer of the Board of Directors for Children’s Village Philadelphia, a non-profit providing early childhood education, as well as the Association of Latino Professionals for America (ALPFA) Philadelphia chapter Executive Board.

        About Me

        Jen is a Portfolio Associate, and has recently joined Morgan Stanley.  Before joining the firm, Jen was a Registered Client Associate with Wells Fargo Advisors where she worked for 11 years.

        Jen earned her BS in Business Management from Widener University, where she played collegiate Field Hockey and was a member of Delta Phi Epsilon.  She holds the Series 7, Series 63, and Series 66 licenses. 
        From Our Team

        Now Is the Wrong Time to Abandon Global Equity Portfolios


        Investment and Market Perspectives

        On the Markets

        Retirement

        Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
        • 401(k) Rollovers
        • IRA Plans
        • Retirement Income Strategies
        • Retirement Plan Participants
        • Annuities
        The Simple Six-Step Retirement Checkup

        The Simple Six-Step Retirement Checkup

        Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

        Investing

        Working closely with you to guide your wealth and investments through the most challenging market cycles.
        • Asset Management
        • Wealth Planning
        • Traditional Investments
        • Alternative Investments
        • Impact Investing
        Five Smart Strategies to Use a Bonus or Raise

        Five Smart Strategies to Use a Bonus or Raise

        Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

        Business Planning

        Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
        • Succession Planning
        • Business Planning
        • Retirement Plan Sponsors
        • Qualified Retirement Plans
        • Corporate Pension Funds
        6 Keys to Building a Startup

        6 Keys to Building a Startup

        Entrepreneurs share ideas and learnings from the experience of starting a company.

        Philanthropy

        Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
        • Endowments
        • Foundations
        • Donor Advised Funds
        • Impact Investing
        A New Roadmap for Mission Alignment

        A New Roadmap for Mission Alignment

        Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

        Insights and Outcomes

        Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
        Art as An Asset
        CRC 2274738 01/19

        Art as An Asset

        Art may play a significant role in the context of a collector's overall wealth. Generally, a collector may differentiate financial assets, including stocks, bonds and real estate, from other possessions, such as art.

        More from Morgan Stanley

        Consolidate Your Cash at a Competitive Rate

        Consolidate Your Cash at a Competitive Rate

        2.30% APY with Preferred Savings for New Money deposited through your eligible Morgan Stanley brokerage account. Contact me to learn more or click here. Terms apply.
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        Morgan Stanley and Justin Rose: A Winning Team

        Morgan Stanley and Justin Rose: A Winning Team

        Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
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        Your Financial World. On the Go.

        Your Financial World. On the Go.

        With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
        Learn more about Your Financial World. On the Go.
        Reserved | Living & Giving

        Reserved | Living & Giving

        Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
        Learn more about Reserved | Living & Giving
        Sign Up for eDelivery

        Sign Up for eDelivery

        With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
        Learn more about Sign Up for eDelivery
        Access Morgan Stanley Online

        Access Morgan Stanley Online

        Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
        Learn more about Access Morgan Stanley Online
        Ready to start a conversation? Contact Liberty Wealth Management Group today.
        Market Information Delayed 20 Minutes
        1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

        2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

        3Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.

        4Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

        5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

        6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

        7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

        8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

        9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

        10Investing in futures and options on futures contracts entails significant risks. Prices of futures and options on futures contracts may be affected by a variety of factors at any time, including but not limited to, (i) changes in supply and demand relationships, (ii) governmental programs and policies, (iii) national and international political and economic events, war and terrorist events, (iv) changes in interest and exchange rates, (v) trading activities in the underlying assets or commodities and related contracts, (vi) pestilence, technological change and weather and (vii) the price volatility of a commodity or asset. In addition, the futures markets may be subject to temporary distortions or other disruptions due to various factors, including lack of liquidity, participation of speculators and government intervention.

        11GlobalCurrency deposits are held at Morgan Stanley Private Bank, National Association ("MSPBNA"), Member FDIC. Morgan Stanley Smith Barney LLC and MSPBNA are affiliates. Morgan Stanley Smith Barney LLC is a registered broker-dealer, not a bank. Unless specifically disclosed in writing, other investments and services offered through Morgan Stanley Smith Barney are not insured by the FDIC, are not deposits or other obligations of, or guaranteed by, a bank and involve investment risks, including possible loss of principal amount invested. FDIC insurance does not protect against losses due to exchange rate movements.

        12Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

        The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

        Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

        The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

        Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

        The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

        *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


        CRC 2019752 10/2018