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 BrokerCheck.*

Our Approach

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Do you remember when businesses took pride in providing personalized service? When meeting face-to-face was the norm, not the exception? When taking the time to get to know you was considered paramount to establishing and sustaining a long-term relationship? If so, we invite you to discover what we feel makes us unique in an industry that is better known for impersonal portfolio management than a caring approach to financial services.

As your financial advisors, we listen and respond to your needs using clear, simple language. We offer personal service and pledge to lead you with great care along the path to pursuing your goals. We can help you prioritize those goals and develop a strategy that seeks to preserve and grow your retirement assets, making it possible to pursue your chosen lifestyle and create a legacy for your loved ones. We follow a disciplined process that allows us to work with you to craft a solution that helps meet your individual needs. This process aligns our efforts with your interests, providing a road map focused on what is most important to you.

A Financial Plan made for you

Our wealth management process begins with you, your investment objectives and your financial goals. Holistic in its approach, it may encompass all the elements of your financial life - your investments and your cash management needs - making sure they align with your goals and wealth management plan.

At Morgan Stanley, we understand that the goals you set today will evolve over time. Your plan will evolve with them - and with the changing circumstances of your life.

Leveraging a sophisticated suite of analytic tools, as well as the extensive resources of Morgan Stanley, we can help you take charge of your financial future an achieve your goals. Below, we have provided some links that will introduce you to a few of the tools that we use, please click to learn more about them. We hope that you will return often to learn more about topics impacting your wealth.

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    LifeView - Intelligent Planning

    LifeView is a suite of planning tools that includes goal-specific analysis that we can use with our clients to create a realistic, integrated strategy that incorporates the various aspects of an individual's financial life, including investments and cash management needs. Fill out the questionnaire to get started talking with us about creating a personalized strategy for your long-term goals.

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    Goals Planning System

    Goals Planning System (GPS) is Morgan Stanley's own integrated planning tool. Built on the Firm's intellectual capital and capabilities, GPS is an intuitive and efficient platform used to quickly assess whether a client is "On Track" to achieving their financial goals.

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    Aladdin - Intelligent Risk Management

    There's a chance your portfolio may be at risk, but how you manage that risk is what matters.
    Portfolio Risk Platform – Powered by Aladdin is a risk management platform that provides comprehensive risk estimation and reporting across a broad range of asset classes and security types. This platform provides both an overview and a detailed view to better enable risk to be effectively monitored and managed.

    Learn more
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    Strategy - Intelligent Withdrawals

    Building wealth is a means to an end. Taxes can eat up a significant portion of your assets upon withdrawal. This is why it's vital to look at your entire portfolio and coordinate liquidation to help reduce the impact of taxes and potentially improve investment results.

    The decisions your make today can help you save for years to come. Use the resources found in the link below to help get started.

    Learn more

Customized Solutions

As your wealth grows, so does its complexities and the resources needed to manage it effectively. We leverage our experience and relationships to deliver innovative strategies that are tailored to your needs. We look forward to speaking with you to understand your challenges, so we may map out a strategy to help achieve your particular priorities and goals.

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    Wealth Management

    Wealth management brings all the dimensions of your life together. We listen carefully to understand the connections across your personal life, your family, your career, and your legacy goals to develop an integrated strategy that is uniquely yours.

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    Financial Planning

    The conerstone of an effective wealth management plan is comprehensive financial planning, which captures your goals, resources and expectations for the future. Effective planning can potentially lead to successful education and retirement income funding. It helps eliminate blind spots and helps ensure legacy goals are met.

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    Professional Portfolio Management

    We study investment trends and leverage global resources of the firm to develop a personalized investment strategy. Well develop a personalized portfolio to help you meet your requirements for growth, income or wealth conversation within your risk constraints.

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    Estate Planning Strategies

    Estate planning is the process of making arrangements to pass down wealth and assets after a person's death. Proper estate planning gives careful consideration to estate owners future plans, preferences and goals. The tax implicaitons of the plan should also be thoroughly documented.

Location

61 South Paramus Road, 3rd
Fl
Paramus, NJ 07652
US
Direct:
(201) 444-1200(201) 444-1200

Meet The East Passage Group

About John S Morgan

Securities Agent: OK, FL, VA, AZ, TN, MO, GA, CT, AR, PA, ID, NH, KS, MS, MD, DE, AL, WA, KY, IL, DC, CO, CA, VT, TX, NM, NJ, MN, MA, RI, WI, OH, MI, ME, SC, OR, NY, NC; General Securities Representative; Investment Advisor Representative
NMLS#: 1393596

About Sergio Piccinich

Securities Agent: AL, VT, RI, NM, TX, OH, KY, ID, VA, PA, NH, MN, MI, MD, MA, KS, FL, CA, OR, NJ, NC, MS, NY, CO, WA, OK, MO, ME, GA, DC, AZ, SC, CT, WI, IL, DE, AR; General Securities Representative; Investment Advisor Representative
NMLS#: 1261938

About Kenneth Berk

Securities Agent: CA, CO, TX, SC, PA, AZ, NC, OR, ME, GA, VA, RI, OH, NJ, AR, OK, DE, CT, VT, NM, MD, IL, KS, FL, WA, NY, NH, MS, MI, WI, ID, DC, AL, MO, MN, MA, KY, IN; General Securities Representative; Investment Advisor Representative
NMLS#: 1253256
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
4 Financially Smart Ways to Take Money Out of Retirement Accounts
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4 Financially Smart Ways to Take Money Out of Retirement Accounts

Discover how planning for required minimum distributions from retirement accounts can help you fund future needs and support loved ones.

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
2025 Global Economic Outlook: U.S. Policies May Temper Global Growth
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2025 Global Economic Outlook: U.S. Policies May Temper Global Growth

Global growth is likely to be around 3% in 2025 and 2026, as tariff and immigration policies begin to slow the U.S. economy late next year, and China's underperformance restrains emerging markets.

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
Taking Control of Your Finances After Death of a Spouse
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Taking Control of Your Finances After Death of a Spouse

Financial planning after a divorce or death can be trying, but with the right approach and the right advice you can turn a difficult situation into empowerment.

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 Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

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
Donor Advised Funds: A Smart Way to Manage Your Giving 
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Donor Advised Funds: A Smart Way to Manage Your Giving 

There’s more to charitable giving than you may realize. Here’s one method that may be a tax-efficient way to give and can help maximize your impact.
Ready to start a conversation? Contact The East Passage 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:
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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.

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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.

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Awards Disclosures
CRC 6491812 (04/2024)