Ted Bertolett
My Mission Statement
My Story and Services
We strives to provide you with the white glove service of a boutique investment firm while having the backing of Morgan Stanley's resources, technology, and trust for handling your wealth. Based in South Florida, we as a team function nationally with clients from all different parts of life including high net worth individuals, corporate executives, retirees, business owners, family offices and non-profit organizations.
We want to help simplify your life, become a trusted advisor, and provide a roadmap to your financial success. We await the opportunity to work with you.
NMLS#: 1404039
Our Process
At Morgan Stanley, we believe in taking a holistic approach to understanding our clients' wealth. By having a solid understanding of each client's goals, values, objectives, and risk tolerance, we are able to craft a solution that helps meet your individual financial needs.
Our relationship begins with a conversation to understand your family, values, lifestyle, and personal goals. We outline our process and discuss how we can add value to your unique situation.
In this meeting, we ask a series of questions to fully understand your current situation and what you want to accomplish. We learn about your financial goals, investment experience, risk tolerance, and how you make decisions. These insights enable us to create a comprehensive plan that aligns all the essential components of your life.
Leveraging industry-leading financial planning tools, we evaluate various scenarios, accounts, and products to tailor a strategy for your circumstances. Our goal is to create a comprehensive financial plan that balances your personal and financial objectives, while minimizing your risks and tax liabilities.
We present your personalized financial plan, along with strategies to mitigate risk, minimize taxes, and achieve your estate planning goals. We work with you to address any concerns and make any adjustments needed to implement your plan. We then establish accounts, initiate account transfers, walk you through your new statement, and introduce you to all the tools and resources now available to you. We also collaborate with your accountant and estate attorney to ensure efficient execution, maintaining full transparency and keeping you involved each step of the process.
Committed to a first-class experience, we focus on developing longstanding relationships that provide special value to you and your family. Through regularly scheduled reviews and consistent monitoring of your assets, we ensure your plan evolves with changing life circumstances, family dynamics, or market conditions. We will keep a high degree of communication with you and ensure we are readily available to assist you at any time.
To get your financial plan started, please reach out by
sending us an email, which can be found on the home
page.
Location
Portfolio Insights
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
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