Sherri Magsam, CFP®, CPWA®, CDFA®, CRPC®

At The Rittenhouse Group, your priorities become our priorities. We leverage our decades of experience, along with the premium resources of Morgan Stanley, to create a comprehensive wealth strategy that is uniquely yours. We are committed to the following core values that we believe differentiate us from other advisory teams and serve as the foundation of our practice.

Caring Relationships
We build longstanding relationships, based on trust and integrity. We do this by working with a select group of individuals, families and business professionals who value our depth of knowledge and experience in providing comprehensive solutions that go well beyond investments. The bond we form with each client is fundamental to our mission, and it is our goal that it spans generations.

Knowledge and Experience
Our team has a concentration of experience and education that is rare in one group of Financial Advisors. With more than 45 collective years of experience, we have acquired the wisdom and skills to tackle the challenges that come with accumulating significant wealth. Our priority is to help you prepare for all of life's milestones and be your first call for any financial matter – no matter how simple or complex the situation.

Collaborative Approach
The diversity of our backgrounds, experience and areas of specialty enable us to deliver fresh ideas for today's complex world. We are available to work with your accountant, attorney and other professionals to build a comprehensive and cohesive plan that encompasses all aspects of your life.

Concierge Service
We recognize every client is unique. Some desire in-depth explanations of investment concepts, while others understand those concepts thoroughly and prefer advisors with whom they can formulate strategies. We are committed to helping you achieve your goals in a manner that aligns with your expectations of a concierge experience.

Our process begins and ends with listening. We ask questions about what is important to you, your family and your legacy . . . and then we listen. Through each step, we provide objective advice and investment insights to construct a wealth management plan that is uniquely yours.

Step 1: Initial Conversation
We begin with an informal discussion to understand your financial concerns and determine how we can add value. This is your opportunity to interview us, as we get to know you. If we agree to move forward, we'll schedule our next meeting and request important financial information.

Step 2: Discovery Meeting
We continue the dialogue by fostering an in-depth conversation where we learn about the values that shape your decisions and identify any unique circumstances. We also review the documents you've prepared and begin to define your priorities.

Step 3: Analysis and Strategy Development
Here, we utilize proprietary financial planning tools to develop a personalized and detailed strategy with recommendations to help you grow, preserve and transfer your wealth. This serves as the foundation for building your initial plan, as well as future investment decisions.

Step 4: Recommendations and Implementation
In this step, we present appropriate investment options that, once executed, are designed to work together cohesively to achieve your goals. Upon your approval, we execute each recommendation and begin to implement the wealth management strategies we've discussed. These often encompass risk management, as well as estate, trust and philanthropic planning.

Step 5: Ongoing Stewardship
Committed to a concierge client experience, we focus on developing a relationship that provides special value to you and your family. As we execute each strategy, we'll set up tools so you have immediate access to your account information. And because markets and personal needs evolve over time, we'll schedule regular calls and meetings to ensure your plan remains on track to achieving your goals.

We deliver comprehensive services to a select group of clients who have accumulated a higher level of wealth and seek financial guidance on the following activities: