
Sandra B Caruso, CFP®
The Caruso-Colonna Group at Morgan Stanley has been named to the 2024 Forbes Best-In-State Wealth Management Teams.
Decades of experience. A global worldview backed by international knowledge. Focused on multi-generational wealth planning and management. Pragmatic. Practical. Advice.
Founded in 1988, our team spans three generations rooted in our two senior Financial Advisors as well as the fresh views of our nextgen team members. More than fifty combined years of professional investment & financial planning experience enables us to provide advice rooted in our expansive knowledge of history, business, and markets.
Our mission is to help every client pursue financial freedom. Our vision for our clients' futures is one in which they are successful in meeting their retirement income and family & charitable legacy objectives. In a world that continues to be ever more challenging for individuals and families, we strive to help people achieve our mission and vision.
The Caruso-Colonna Group's Financial Advisors are all CERTIFIED FINANCIAL PLANNER™ Professionals. We believe everyone deserves a comprehensive financial plan focused on effectively accumulating, investing, growing, preserving, and distributing investment assets.
We are seasoned Financial Advisors and Portfolio Managers. Our focus on deep economic & market research enables us to construct and manage investment portfolios tailored to each client's goals, objectives, and values. We are not traders or speculators.
If you are seeking Portfolio Management, Comprehensive Financial Planning, Estate and Retirement Planning strategies, Business Retirement Plan, Risk Management strategies, or Trust Services, we can provide the advice you need, backed by the deep experience and global resources of Morgan Stanley.
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22–3/31/23. (https://www.morganstanley.com/disclosures/awards-disclosure/)