Senior Vice President, Wealth Management, Financial Advisor, Senior Portfolio Manager
Phone:
(856) 222-4545(856) 222-4545
The Colacci Group at Morgan Stanley
Direct:
(856) 222-4545(856) 222-4545
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Our Story and Services
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheckLink Opens in New Tab.*
Preparing for the First Meeting
Here is a list of what is needed and what will be discussed during our first Meeting. This list assumes a joint household, however, everything holds true for a single person.
Helpful:
1. Approximate earnings in 2022
2. Approximate contributions to retirement plans in 2022 as well as any company/state match
3. Approximate spending in 2022. How much do you spend each month or annually.
4. Breakdown of assets:
a. How much and where are retirement plans or IRA's?
b. How much and where are non-retirement plan assets?
c. Will anyone be collecting a pension and if so, how much?
5. Social security statement as well as your social security payments.
Optional:
1. If you already have a detailed retirement plan, please provide it.
2. Your most recent tax return.
Your Ideas:
1. Your goals, hopes, and dreams
2. Your risk tolerance levels.
3. What you would like your legacy to be.
Our wealth management strategy is centered around you, your family, and your profession - where you are now and where you want to be in the future. We provide the structure to help you get there. See our process below:
Helpful:
1. Approximate earnings in 2022
2. Approximate contributions to retirement plans in 2022 as well as any company/state match
3. Approximate spending in 2022. How much do you spend each month or annually.
4. Breakdown of assets:
a. How much and where are retirement plans or IRA's?
b. How much and where are non-retirement plan assets?
c. Will anyone be collecting a pension and if so, how much?
5. Social security statement as well as your social security payments.
Optional:
1. If you already have a detailed retirement plan, please provide it.
2. Your most recent tax return.
Your Ideas:
1. Your goals, hopes, and dreams
2. Your risk tolerance levels.
3. What you would like your legacy to be.
Our wealth management strategy is centered around you, your family, and your profession - where you are now and where you want to be in the future. We provide the structure to help you get there. See our process below:
1. Discovery Process
Where we invest the time to learn about you and your family, your assets and liabilities, and your risk exposures, which enables us to formulate strategies and customize the relationship to your needs.
2. Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
3. Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
4. Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
5. Integration of Tactical Asset Allocation
Short-term adjustments that seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
6. Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
Foundations and Endowments
We work extensively with foundations and endowments by providing fiduciary advice and guidance. Our services include:
Assistance in the Development or Evaluation of Investment Policy
- Achieve committee consensus
- Establish investment objectives
- Review policy constraints
- Establish customized performance benchmarks
- Define strategic policy allocation
- Establish investment objectives
- Review policy constraints
- Establish customized performance benchmarks
- Define strategic policy allocation
Active Style Allocation Advice
- Quarterly market commentary
- Global Investment Committee outlook
- MS recommended asset allocation strategy
- Global Investment Committee outlook
- MS recommended asset allocation strategy
Manager Searches and Manager Recommendations
- Customized manager searches
- Proprietary manager analysis for covered investment products
- Proprietary manager analysis for covered investment products
Portfolio Analytics
- Portfolio analyses or portfolio characteristics reports
- Performance attribution reports (on selected investment products)
- Performance attribution reports (on selected investment products)
Performance Measurement
- Customized performance reports
- Quarterly reporting
- Absolute and risk-adjusted performance
- Quarterly reporting
- Absolute and risk-adjusted performance
Manager Evaluation Analysis
- Evaluation of investment managers on Global Investment Manager Analysis platforms
- Published manager reports
- Published manager reports
Execution Services - (Included with Asset-Based Fee Arrangement only)
- No commissions on stock transactions effected through Morgan Stanley, LLC Consulting Group trading desk
- No markups or markdowns on bond transactions effected through Morgan Stanley, LLC Consulting Group trading desk
- No markups or markdowns on bond transactions effected through Morgan Stanley, LLC Consulting Group trading desk
In The Press
Forbes Best-In-State
2022 Forbes Best-in-State Wealth Advisors - Michael Colacci
2021 Forbes Best-in-State Wealth Advisors - Michael Colacci
2020 Forbes Best-in-State Wealth Advisors - Michael Colacci
2019 Forbes Best-in-State Wealth Advisors - Michael Colacci
"2019-2022 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2019-2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award."
2021 Forbes Best-in-State Wealth Advisors - Michael Colacci
2020 Forbes Best-in-State Wealth Advisors - Michael Colacci
2019 Forbes Best-in-State Wealth Advisors - Michael Colacci
"2019-2022 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2019-2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award."
Location
330 Fellowship Rd
Ste 400
Mount Laurel, NJ 08054
US
Direct:
(856) 222-4545(856) 222-4545
Meet The Colacci Group
About Michael A. Colacci
Securities Agent: KY, SC, MA, FL, CT, OR, NY, ME, VA, UT, RI, ID, DC, CO, NM, IL, DE, CA, AZ, MD, LA, VT, WV, PA, OK, NJ, TX, GA, NC; General Securities Representative; Investment Advisor Representative
CA Insurance License #: 0H43214
CA Insurance License #: 0H43214
About Lawrence Liebman
Securities Agent: DC, LA, ID, FL, NY, NM, OK, NJ, VA, KY, VT, WV, GA, SC, NC, PA, MA, TX, DE, UT, CO, CA, OR, RI, MD, CT, IL, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1492068
CA Insurance License #: 4401924
NMLS#: 1492068
CA Insurance License #: 4401924
About Marc H. Namm
Securities Agent: CO, OR, NY, NJ, KS, ID, UT, KY, GA, IL, AZ, VA, LA, VT, SC, NC, RI, OH, MD, PA, WV, TX, FL, DE, DC, CA, WI, MI, MA, CT, OK, NM, HI; General Securities Representative; Investment Advisor Representative
Contact Michael A. Colacci
Contact Lawrence Liebman
Contact Marc H. Namm
Wealth Management
Global Investment Office
Portfolio Insights
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
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
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
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
Ready to start a conversation? Contact The Colacci Group today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards DisclosuresLink Opens in New Tab
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards DisclosuresLink Opens in New Tab
CRC 6491812 (04/2024)