Joshua P Honig
Financial Advisor
Phone:
(508) 870-7032(508) 870-7032
The Greenway Group at Morgan Stanley
Direct:
(508) 870-7015(508) 870-7015
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 BrokerCheck.*
Working With You
We understand that each client's situation is unique and that the right decision for you must be based on what’s important to you. Therefore, we begin each engagement by helping you define and articulate your goals – to establish the “why” of your wealth management strategy before we determine the “how.”
Step 1. Discovery
We take the time to get to know you and your family as we begin to build our relationship. Success means something different to each client. Understanding this, we carefully listen to your short and long-term goals to craft your investment objectives.
Goals Based Planning
Working with Morgan Stanley and its advanced wealth management technology is an ideal way to access advice and build a coherent wealth plan. Working together we can uncover your needs, manage risk, and build a customized plan to help you reach your financial goals.
Learn More About Goals Based Planning
Step 2. Creating Your Strategy
Building from our discovery conversation, we create a strategy that assesses an acceptable level of risk to clearly map a path to your goals.
Retirement Planning
Most of us have numerous goals, but no goal is more important than securing a comfortable retirement. It is important to look at time horizon, risk tolerance, and current savings to structure a sound retirement plan.
Learn More About Retirement Planning
Step 3. Strategy Implementation
Once a clear path is established, we begin execution of your plan. This involves meticulous research and analysis in conjunction with Morgan Stanley's global suite of services to craft optimal investments.
Financial Planning Analysis
To begin your financial planning analysis, please follow the link below to complete our questionnaire.
Complete Personal Wealth Questionnaire
Step 4. Ongoing Service and Care
Committed to premium service, we focus on developing a relationship that adds value to you. In an ever-changing environment, we regularly set up calls and meetings to provide updates and keep your plan on track towards achieving your goals.
COMPREHENSIVE FINANCIAL PLANNING
Regardless of what stage your life is in - moving ahead in your career, enjoying retirement, or somewhere in between - as your Financial Advisors, The Greenway Group can help you achieve your financial goals.
Financial Planning
The Greenway Group manages your retirement accounts and other investments based on your level of risk and your current tax circumstances. We take a holistic approach to bring all the aspects of your financial life together. We then use our perspective and experience with other unique clients like you to make recommendations on spending, giving, and living.
Retirement Planning
The Greenway Group helps you identify the most appropriate ways to get the income you need and help you track your financial goals. Planning is paramount to a successful retirement. We bring an intense focus to this process. You have worked hard to get where you are at. Now it is up to us to help you live the retirement you have always dreamt of.
Alternative Investments
We leverage our unique position and our affiliates to source innovative strategies from among the most knowledgeable investment minds in the business. Our team employs rigorous due diligence to identify, evaluate, and select, each alternative investment product on our platform. We want to identify the managers that we believe are highly qualified to help our clients meet their objectives.
Trust & Estate Planning strategies
Regardless of your current financial circumstances, it is crucial to have a backup plan for your money. Our team at The Greenway Group regularly reviews your finances with you. Moreover, we coordinate with you and your attorney to help make sure that your wishes are met in the most efficient and cost-effective way possible.
Tax Management
The tax decisions you make today can help you save for years to come. There are many tax-smart strategies for your financial plan. These strategies include: preparing for tax day, tax-efficient investing, tax strategies for retirement, tax-smart giving, and more.
Alternatives
We provide individuals and institutions access to world-class strategies spanning private equity, real assets, private credit, hedge funds and digital assets. These strategies may deliver differentiated sources of return relative to traditional equity and fixed income investments, as well as offer potential for tax efficiency. Potential benefits of alternatives include:
• Diversification of holdings
• Driven portfolio growth
• Generation of income
• Diversification of holdings
• Driven portfolio growth
• Generation of income
What Are Alternatives?
Explore investments beyond traditional portfolios. With unmatched experience, scale and reach across our vast global network. Morgan Stanley is an industry leader in alternative investments - providing access to exclusive offerings, preeminent fund managers and innovative investment opportunities. Investments include but are not limited to:
• Private Equity
• Real Estate & Infrastructure
• Hedge Funds
• Private Credit
• Managed Futures
• Exchange Funds
Learn More• Private Equity
• Real Estate & Infrastructure
• Hedge Funds
• Private Credit
• Managed Futures
• Exchange Funds
6 Opportunities in Alternative Strategies
In the current environment, strategies that worked before may not be effective. Alternative investments could play a valuable role in your portfolio. Here are six strategies that can guide investor's thinking on alternative investing in the near to intermediate term:
1. Seeking investments that provide alternatives to fixed income
2. Reaching for excess return using appropriate hedge funds
3. Capturing value in private markets with secondaries
4. Looking for complementary sources of return in private credit
5. Finding opportunity in health care innovation
6. Finding value in corporate stress
Learn More1. Seeking investments that provide alternatives to fixed income
2. Reaching for excess return using appropriate hedge funds
3. Capturing value in private markets with secondaries
4. Looking for complementary sources of return in private credit
5. Finding opportunity in health care innovation
6. Finding value in corporate stress
Alternative Investments - Innovative Strategies for Your Portfolio
What if you could tailor your portfolio to your goals while giving your financial strategy an edge? With Alternative Investments, you may be able to achieve this. View the following video to learn more.
Learn MoreLocation
1 Technology Dr
Westborough, MA 01581
US
Direct:
(508) 870-7015(508) 870-7015
Meet The Greenway Group
Elliot Honig
Wealth Management Associate, Vice President
Phone:
(508) 870-7076(508) 870-7076
Diane Elizabeth Burke
Portfolio Associate
Phone:
(508) 870-7063(508) 870-7063
About Joshua P Honig
Securities Agent: GA, OH, UT, WA, PA, VA, NV, RI, OK, SC, NY, NJ, NH, NC, VT, TX, ME, MA, KS, CA, AZ, FL, CT, IL, MN; General Securities Representative; Investment Advisor Representative
NMLS#: 1628363
NMLS#: 1628363
About Elliot Honig
NMLS# 898377
CA Insurance License Number: 0173560
CA Insurance License Number: 0173560
About Diane Elizabeth Burke
Exams Series 7 and Series 66
Contact Joshua P Honig
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Nikola Delic
Planning Associate
About Nikola Delic
Nikola Delic is a Planning Associate at Morgan Stanley providing dedicated financial planning support to Financial Advisors and their teams. Operating as an extension of the FA/Team, he collaborates with clients to discover and define goals that matter most to them. Leveraging state of the art technology, he will evaluate various options and their potential outcomes to help clients confidently choose the appropriate course of action. Niko provides expertise across a wide suite of Morgan Stanley planning tools designed to assist in the areas of investment accumulation, retirement, education, major purchase, cash flow, risk management, tax efficiency, and wealth transfer planning.
He earned his undergraduate degree from Florida College and received the Financial Planning Specialist® designation from the College for Financial Planning. Niko is originally from Podgorica, Montenegro and currently resides in Alpharetta, GA.
He earned his undergraduate degree from Florida College and received the Financial Planning Specialist® designation from the College for Financial Planning. Niko is originally from Podgorica, Montenegro and currently resides in Alpharetta, GA.
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
Are You Prepared for Tax Day?
Article Image
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
Article Image
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
Article Image
Ready to start a conversation? Contact The Greenway 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 Disclosures
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)
