MPR Group at Morgan Stanley

Creating a retirement strategy that aligns with your goals and financial needs is key to ensuring a secure future. Whether you're just beginning to save or approaching retirement, our team is here to help you plan for a comfortable transition. We will also guide you through the 401(k) rollover process, making sure your savings are transferred smoothly and consolidated for better control and growth.

We partner with you to design a personalized, comprehensive wealth plan that not only protects and grows your assets but also ensures your legacy is passed down through generations. Our approach focuses on aligning your financial goals with strategies for wealth transfer, tax efficiency, and education, ensuring that future generations are equipped to manage and preserve your legacy.

Collaborating with you to develop a comprehensive estate plan ensures your assets are distributed according to your wishes. Our goal is to minimize taxes, simplify the transfer process, and provide for your loved ones, giving you peace of mind that your legacy is protected for future generations.

Our team helps you build a well-rounded investment strategy by integrating fixed income solutions designed to provide stability and income in your portfolio. Whether you're looking for predictable cash flow, capital preservation, or diversification, our team works with you to select the right bonds and fixed income products that align with your financial goals.

Effective cash management is essential for maintaining financial stability and flexibility. Our team helps you optimize your cash flow by developing strategies to manage day-to-day liquidity, maximize short-term returns, and minimize risk. Whether you're managing personal finances, family cash flow, or business assets, we provide solutions tailored to your unique needs.

We help you build a customized investment strategy through Separately Managed Accounts (SMA), including Unified Managed Accounts (UMA) and Customized Growth Accounts (CGA). UMA combines multiple asset classes and investment strategies into a single, consolidated portfolio, giving you streamlined management and enhanced diversification. CGAs focus on long-term growth, with investments tailored to your unique objectives and risk tolerance.

A Managed Wrap Account offers a streamlined investment solution with one all-inclusive fee covering portfolio management, trading, and administrative services. Our team works to create a diversified, personalized portfolio tailored to your goals, while providing ongoing professional management.

With flexible contribution options and potential tax benefits, a 529 Plan is a powerful tool for preparing for the rising costs of education. We help you plan for your loved one's educational future with a 529 plan, a tax-advantaged savings account designed to support higher education expenses. Whether you're saving for a child's college tuition or other qualified educational costs, our team works with you to create a customized investment strategy that aligns with your time horizon and financial goals.

With decades of experience in the wealth management industry, our team of three financial planning specialists have the knowledge and expertise to guide you through every stage of your financial journey. We are not just financial advisors; we are trusted family advisors who take the time to understand your unique goals and circumstances. Our deep industry knowledge, paired with a genuine commitment to your family's well-being, has earned us lasting relationships with multiple generations. We're here to help you navigate the complexities of wealth management with confidence and care.

With the MPR Group, you don't just work with one advisor—you work with the entire team. We believe that collaboration is key to creating comprehensive, well-rounded strategies that truly address your financial needs. Our team works seamlessly together to ensure you're never left navigating complex decisions alone. We also foster an environment where you feel comfortable reaching out to any of us, knowing that your financial objectives and personal preferences will always be understood and respected. Your relationship with us is built on mutual trust, ongoing communication, and a shared commitment to your financial success.

Our approach is centered around you—your goals, values, and unique financial needs. We take the time to truly understand what matters most to you, whether its securing your retirement, building wealth for future generations, or navigating life's transitions. With a deep commitment to exceptional service, we provide personalized, proactive guidance every step of the way. Our team is always available to answer questions, offer insights, and adjust strategies as your needs evolve. By focusing on what's most important to you, we ensure that every decision is made with your long-term success and peace of mind in mind.

As trusted family advisors, we take a holistic, multi-generational approach to wealth management, understanding that each family's financial journey is unique and evolves over time. We assist families in navigating complex financial situations—whether it's managing inheritances, setting up college savings plans, or ensuring smooth transitions of wealth from one generation to the next. Our team works closely with you to provide clear, thoughtful advice, protecting your legacy and ensuring your wealth serves your family for years to come.

Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.

The Morgan Stanley Mobile App gives you the same capabilities as Morgan Stanley Online – all from the convenience of your own phone. It also offers features to simplify your everyday finances. These include mobile check deposit and Send Money with Zelle, a convenient way to send and receive money.

As a Morgan Stanley client with a Goals Planning System (GPS) retirement plan, you can now access and view your plan's status and progress on Morgan Stanley Online (MSO) and Morgan Stanley Mobile (MSM).

Portfolio Risk Platform is a risk management platform that provides comprehensive risk estimation and reporting across a broad range of asset classes and security types. This platform provides a holistic view to better enable risk to be effectively monitored and managed.

With Total Wealth View, you can view all your investments together – whether they are held at Morgan Stanley or elsewhere. When you add your external 401(k), as well as your checking, savings and brokerage accounts to this portal, all your assets will be in one place, providing a comprehensive view of your wealth.

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.

eDelivery provides you with the ability to view statements and other Firm documents electronically in lieu of paper. Clients who are registered in Morgan Stanley Online may enroll in eDelivery.

With E-Authorization, you no longer need to sign a paper Letter of Authorization (LOA) to authorize a wire transfer request.