About Us

We all have a vision of what we want our financial future to look like. We work to simplify and organize the steps to make your vision a reality. Through our comprehensive discovery process, we seek to truly understand and define your financial priorities. As life and the markets evolve, we work with you to implement effective strategies that keep you focused on your goals. Preserving your assets is our priority. Our disciplined investment process strives to meet your needs while minimizing risk and volatility. You’ve worked hard to accumulate your wealth; we work to help you deliver on the intention of your wealth.
Services Include
  • Wealth Management1
  • Business Succession Planning2
  • Divorce Financial Analysis3
  • Retirement Planning4
  • Estate Planning Strategies5
  • Lending Products
  • Long Term Care Insurance6
  • 401(k) Rollovers
  • Sustainable Investing7
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Location

950 Winter St
Suite 3400
Waltham, MA 02451
US
Direct:
(781) 672-5000(781) 672-5000

Meet The Lineage Group

About Me

Robin S. Grace has worked at Morgan Stanley for over twenty-five years as a committed financial advisor. Through her career, Robin has successfully helped families, business owners, and businesses focus on comprehensive wealth planning in order to manage risk and invest with purpose.  Since graduating with a major in Psychology from Trinity College in 1990, Robin has earned her Chartered Retirement Planning Counselor certification, and has been promoted to Senior Vice President.  She actively volunteers for several non profits: YMCA Camp Woodstock, Squashbusters, and is an active alumni volunteer for Trinity as well. Robin lives in Concord, MA with her husband Bill and their two sons, Ryan and Ben. She enjoys playing golf, squash, paddle tennis, tennis and walking her dog.
Securities Agent: AZ, CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, ME, MI, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TX, UT, VA, VT, WA; General Securities Representative; Managed Futures
NMLS#: 1210401

About Me

Robin Seidman has worked at Morgan Stanley since 2013.  Prior to his time at Morgan Stanley, Robin worked in collegiate athletics and finance.  He attended Brandeis University as both and undergraduate, as well as, receiving his MBA in 2005 from his alma mater.  Robin has a passion for helping successful individuals and families achieve the intention of their wealth.  Robin coaches his daughters’ youth soccer, basketball, and softball teams, is an active volunteer in his community, and serves as a member of the Board of Directors of Catie's Closet. Robin lives in Acton, with his wife, Meghan, and three daughters, Eliza Jane, Campbell, and Phoebe.
Securities Agent: AZ, CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, ME, MI, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TX, UT, VA, VT, WA; Investment Advisor Representative; General Securities Representative
NMLS#: 1219793

About Me

Sandy Capobianco is a Senior Registered Client Associate and Financial Planning Associate who brings 15 years of experience to the industry. She currently holds her insurance license as well as her series 7 and 63. She received a bachelors degree in Marketing/Management from Bentley University in Waltham. Sandy lives in Woburn with her son Joseph. Outside of work Sandy enjoys exercising, golf, ski and travel.
Investment and Market Perspectives

On the Markets

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
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Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
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Ready to start a conversation? Contact The Lineage Group today.
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1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.

5Morgan 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.

6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

7The 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.

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.

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The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable 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”) 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.


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