Phone:
(410) 736-5339(410) 736-5339
The DeCapite Granger Group at Morgan Stanley
Direct:
(410) 736-5339(410) 736-5339
Toll-Free:
(800) 837-5833(800) 837-5833
Our Mission Statement
Comprehensive wealth planning strategies for your life and legacy
About Us
The DeCapite Group is a team dedicated to fulfilling the Wealth Management needs of individuals, families, and businesses. Listening to our clients experiences, goals and aspirations helps us to create and execute investment and planning strategies and recommendations. We are driven to maintain a consistently high level of individualized service.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You
Our group works together as a team to provide you with the resources and advice necessary to make informed decisions about your financial wellbeing. Planning is the foundation of our process and is the basis for a sound financial strategy. Our steps for holistic financial planning are as follows:
Initial Interview - We meet to discuss what is important to you now, and in the future. We gain an understanding about the resources and plan you currently have.
Information Gathering- Account statements, company retirement plans, insurance policies and wills are included in the documents we will review. We assess your financial status and begin formulating goal setting strategies.
Analysis & Plan Preparation- Detailed comprehensive analysis of your financial situation is developed and financial strategies are considered. Recommendations are developed and a financial plan is written utilizing Morgan Stanley's proprietary software.
Plan Presentation- We will meet to review our findings. Our next steps are reviewed, costs are explained, investment philosophy is discussed, your input is solicited and a strategy is mutually agreed upon.
Plan Implementation- Paperwork is approved, accounts are opened and securities transferred. Appropriate investments are selected in areas that complement your portfolio strategy.
Ongoing Reviews- We deem this to be a life-long process. Open communication throughout the year is an important element to maintaining a successful relationship. Meetings are established by client needs but are usually held semi-annually, with calls in the interim.
Initial Interview - We meet to discuss what is important to you now, and in the future. We gain an understanding about the resources and plan you currently have.
Information Gathering- Account statements, company retirement plans, insurance policies and wills are included in the documents we will review. We assess your financial status and begin formulating goal setting strategies.
Analysis & Plan Preparation- Detailed comprehensive analysis of your financial situation is developed and financial strategies are considered. Recommendations are developed and a financial plan is written utilizing Morgan Stanley's proprietary software.
Plan Presentation- We will meet to review our findings. Our next steps are reviewed, costs are explained, investment philosophy is discussed, your input is solicited and a strategy is mutually agreed upon.
Plan Implementation- Paperwork is approved, accounts are opened and securities transferred. Appropriate investments are selected in areas that complement your portfolio strategy.
Ongoing Reviews- We deem this to be a life-long process. Open communication throughout the year is an important element to maintaining a successful relationship. Meetings are established by client needs but are usually held semi-annually, with calls in the interim.
Our Clients
Our clients are comprised of individuals and families, executives, physicians and business owners who value having a financial plan in place for whatever life brings. We work with individuals and their families to provide comprehensive financial care.
Location
1201 Wills Street
Ste 700
Baltimore, MD 21231
US
Direct:
(410) 736-5339(410) 736-5339
Toll-Free:
(800) 837-5833(800) 837-5833
Fax:
(443) 992-7810(443) 992-7810
Meet The DeCapite Granger Group
Phone:
(410) 736-5426(410) 736-5426
Brian Harrison
Sr. Registered Associate
Phone:
(410) 736-5363(410) 736-5363
About Matthew J DeCapite
With over 20 years of experience as a Financial Advisor, Matt has dedicated his professional life to serving his clients. As a Certified Financial Planning Professional, he carefully considers all aspects of your life to provide tailored recommendations and to help create a detailed financial plan. Matt personalizes his services by monitoring your portfolio, recommending adjustments when and if necessary, routinely informing you of progress through conversations, emails, and portfolio reviews, and helping you navigate through all life stages.
Matt graduated from James Madison University and now resides in Towson, MD with his wife, four children and dog. Matt enjoys trail running, pickleball and traveling with his family.
Matt graduated from James Madison University and now resides in Towson, MD with his wife, four children and dog. Matt enjoys trail running, pickleball and traveling with his family.
Securities Agent: TX, DC, NJ, ID, WA, VA, PA, NH, FL, CT, MD, DE, WI, MA, NY, CO, KY, GA, MT, IN, CA, SC, NC, MI, IL; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1407247
CA Insurance License #: 0I83869
NMLS#: 1407247
CA Insurance License #: 0I83869
About Kelly Granger
Kelly works with clients to help achieve their financial goals through customized planning and strategies. Her understanding of each individuals’ needs allows her to help formulate appropriate plans and empowers clients with the support, knowledge and tools to take control of their financial futures.
Kelly is passionate about delivering individualized service to each client she works with and navigates both calm and volatile markets with the latest market and industry research.
Joining the team in 2016 as a support professional, Kelly transitioned to Financial Advisor in 2019. She graduated from UMBC with her undergraduate degree and completed her MBA with a concentration in finance at the University of Baltimore in 2019.
Kelly is an Anne Arundel County resident and enjoys reading, biking, and traveling with her husband, daughter, and dog.
Kelly is passionate about delivering individualized service to each client she works with and navigates both calm and volatile markets with the latest market and industry research.
Joining the team in 2016 as a support professional, Kelly transitioned to Financial Advisor in 2019. She graduated from UMBC with her undergraduate degree and completed her MBA with a concentration in finance at the University of Baltimore in 2019.
Kelly is an Anne Arundel County resident and enjoys reading, biking, and traveling with her husband, daughter, and dog.
Securities Agent: CA, VA, NC, FL, NY, DC, MA, IL, TX, SC, NH, KY, ID, MD, IN, CO, NJ, CT, MT, PA, DE; General Securities Representative; Investment Advisor Representative
NMLS#: 1834581
NMLS#: 1834581
About Brian Harrison
Brian manages all the team's administrative functions, including new account implementation, internal transfers from outside banks and brokerages, income distribution and statement reconciliation. His oversight into all client account activity and other internal processes ensures there are strict controls in place to deliver reliable, prompt and courteous client service.
In 2019, Brian earned his undergraduate degree in Business Administration from the University of Maryland Global Campus. Leveraging over 3 decades of industry experience, he has first-hand familiarity with the firm’s deep resources allowing him to serve as a helpful liaison between clients, team members and specialists throughout Morgan Stanley.
Brian has earned a well-deserved reputation for his consistent demonstration of client service excellence. A native and lifelong resident of Maryland, Brian lives in Baltimore County with his wife.
In 2019, Brian earned his undergraduate degree in Business Administration from the University of Maryland Global Campus. Leveraging over 3 decades of industry experience, he has first-hand familiarity with the firm’s deep resources allowing him to serve as a helpful liaison between clients, team members and specialists throughout Morgan Stanley.
Brian has earned a well-deserved reputation for his consistent demonstration of client service excellence. A native and lifelong resident of Maryland, Brian lives in Baltimore County with his wife.
Contact Matthew J DeCapite
Contact Kelly Granger
Wealth Management
From Our Team
A Simple Six-Step Retirement Checkup
Wealth Management
Global Investment Office
Portfolio Insights
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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
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
Financial Planning for Life After Selling a Business
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact The DeCapite Granger Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
5Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
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 Disclosures
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
5Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
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 Disclosures
CRC 6491812 (04/2024)
