Phone:
(808) 871-2236(808) 871-2236
The Maui Group at Morgan Stanley
Direct:
(808) 871-2236(808) 871-2236
Toll-Free:
(833) 331-2583(833) 331-2583
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Our Story and Services
The Maui Group at Morgan Stanley is a Hawaii-based wealth management team that provides tailored advice and an exceptional client experience to individuals, families, and businesses both locally and around the country. Their mission is to take the time to understand what matters most in their clients' lives, provide them with a customized strategy to help them reach their stated goals, while building a long-term relationship based on trust.
Certifications
- Robert V. Pellettieri, CFP®
- “Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ (with plaque design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.”
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You
Your goals, hopes and dreams are at the center of our work. That’s why we’ll plan to meet with you at length when you first begin working with us. We’ll ask smart questions and listen to what you say matters. Once we fully understand your situation, we’ll suggest ways to put your money to work.
Working with us, you can expect us to:
Develop a detailed financial strategy based on your goals
Set up a long-term wealth plan
Take the emotion out of money moves, so you can make smart decisions
Be flexible. When changes come to your life, or in the market, we’ll tweak your financial strategy.
The Maui Group Value PropositionSet up a long-term wealth plan
Take the emotion out of money moves, so you can make smart decisions
Be flexible. When changes come to your life, or in the market, we’ll tweak your financial strategy.
Some of our work is best coordinated with your other key advisors. If you like, we can connect directly with your:
Tax specialist
Trust attorney
Insurance professional
Family office
Trust attorney
Insurance professional
Family office
Our Clients
We help people just like you, in every stage of life.
Whether you need help tackling college costs or taking full advantage of your stock options and retirement plan, we have solutions.
Whether you need help tackling college costs or taking full advantage of your stock options and retirement plan, we have solutions.
Our satisfied clients include:
- Business owners (including family businesses)
- Corporate executives
- High-net-worth young investors
- Mid-career professionals and their families
- Nonprofit organizations
- People getting close to or already retired
Modern Wealth Tools
In a world so integrated with technology, having online, comprehensive tools are necessary to stay on top of your finances. With our Modern Wealth Tools you will be able to pay bills, transfer money, handle documents and more with easy to use and secure platforms. Sign up for Morgan Stanley Online and the Morgan Stanley App to access all of Morgan Stanley’s online resources.
Morgan Stanley Online and Mobile App
Be in control of all your finances with Morgan Stanley Online and Morgan Stanley Mobile App. Track your spending, create budgets, deposit checks, and pay bills are just a few things you can do. Take advantage of additional features like current news and market data.
Morgan Stanley OnlineTotal Wealth View
Keeping track of your finances may be difficult when you have multiple accounts at other financial institutions. Total Wealth View allows you to consolidate them on the Morgan Stanley Mobile App or Morgan Stanley Online to give you a more complete financial picture. This can help your confidence in your finances and planning for the future.
Goals Planning System
Have a goal you always wanted to accomplish? Along with your Financial Advisor and our Goals Planning System, you will be able to quantify your goals, get advice on what approach to take, and track your progress. GPS is designed to evolve as your life changes to help you reach your goal, even with varying situations.
Zelle
Zelle is a fast, easy, and convenient way to send money from your desktop or mobile device. There are no fees and the transaction can take place within minutes. Learn how to sign up from the Morgan Stanley Mobile App or Morgan Stanley Online.
Digital Vault
Digital Vault allows you to store important documents like wills, deeds and taxes all in one location. Each document is encrypted in transit and while stored for security. Use any mobile device or computer to upload a file to consolidate your sensitive papers for peace of mind.
eSign
Learn how to use eSign to submit documents on your time without having to take a trip to visit your Financial Advisor. This link will take you step by step through the process and have you ready to use eSign when needed.
Mobile Deposit
Learn how to deposit a check directly to your Morgan Stanley account anywhere, anytime, from your mobile device. With high deposit limits and various types of checks eligible, almost any check can be transferred with the touch of your fingers.
View Only Access
Learn how to provide a third-party user access to your documents on Morgan Stanley Online. This tool can be used for people such as accounts or attorneys. Using View Only Access will allow them to see documents, not perform any actions like trading or transferring money.
Location
33 Lono Avenue
Suite 330
Kahului, HI 96732
US
Direct:
(808) 871-2236(808) 871-2236
Toll-Free:
(833) 331-2583(833) 331-2583
Meet The Maui Group
Phone:
(808) 871-2235(808) 871-2235
Tonya Piano
Registered Client Service Associate
Phone:
(808) 871-2243(808) 871-2243
About Robert V Pellettieri
Bob Pellettieri is a CERTIFIED FINANCIAL PLANNER™ practitioner with Morgan Stanley in Maui, Hawaii. He has concentrated his efforts at Morgan Stanley, offering professional investment advice for a select group of high-net-worth individuals, retirees, small business owners, non-profit organizations, and endowments.
He was born and raised on Long Island, NY and is a 1982 graduate of Gettysburg College, in Pennsylvania, where he earned a Bachelor of Arts degree in Political Science. At Gettysburg College, he was a two-sport athlete in both wrestling and lacrosse.
The foundation of Bob’s experience began in New York, on Wall Street, where he initiated and built a 41-year career in investment strategy and financial planning. In 1989, he joined the firm that is today known as Morgan Stanley. In 2016, he earned the titles of Family Wealth Advisor and Investment Management Consultant. In 2017, he formed The Maui Group with his trusted partner, Doug Karatsu.
In his spare time, he enjoys cross-fit training and swimming, as well as spending time with his wife Michelle and three children: Kamille, Kalla, and Kai Vincent.
Over the past 32 years, he has served the community of Maui through board membership and volunteer opportunities. He was a Past President and is now a current Trustee on the Board of the Montessori School of Maui, a three-time President and Kiwanian of the Year of the Kiwanis Club of Maui, founding member of the Kiwanis Club of Maui Foundation, current Board President of Maui Age Group Swimming Association, President of Hawaii Swim Club, and a current USA Swimming Stroke and Turn Judge. Bob finds it highly important to give extensively of himself to his profession and to Maui’s community well-being.
He was born and raised on Long Island, NY and is a 1982 graduate of Gettysburg College, in Pennsylvania, where he earned a Bachelor of Arts degree in Political Science. At Gettysburg College, he was a two-sport athlete in both wrestling and lacrosse.
The foundation of Bob’s experience began in New York, on Wall Street, where he initiated and built a 41-year career in investment strategy and financial planning. In 1989, he joined the firm that is today known as Morgan Stanley. In 2016, he earned the titles of Family Wealth Advisor and Investment Management Consultant. In 2017, he formed The Maui Group with his trusted partner, Doug Karatsu.
In his spare time, he enjoys cross-fit training and swimming, as well as spending time with his wife Michelle and three children: Kamille, Kalla, and Kai Vincent.
Over the past 32 years, he has served the community of Maui through board membership and volunteer opportunities. He was a Past President and is now a current Trustee on the Board of the Montessori School of Maui, a three-time President and Kiwanian of the Year of the Kiwanis Club of Maui, founding member of the Kiwanis Club of Maui Foundation, current Board President of Maui Age Group Swimming Association, President of Hawaii Swim Club, and a current USA Swimming Stroke and Turn Judge. Bob finds it highly important to give extensively of himself to his profession and to Maui’s community well-being.
Securities Agent: PA, MI, VA, OR, NH, DE, AZ, WY, SC, ID, HI, FL, AR, NM, CO, WA, NY, NV, NJ, TX, MT, MA, CA, OK, CT, UT, MD, IL, GA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1408721
NMLS#: 1408721
About Doug Karatsu
Securities Agent: TX, SC, OR, WA, CO, AR, WY, UT, DE, NY, CA, MD, ID, NJ, MT, IL, HI, AZ, FL, PA, MA, NM, VA; General Securities Representative; Investment Advisor Representative
NMLS#: 1406552
NMLS#: 1406552
Contact Robert V Pellettieri
Contact Doug Karatsu
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
Wendy Fortenberry
Private Banker
Stephen Rothman
Planning Associate
About Wendy Fortenberry
Wendy Fortenberry is a Private Banker serving Morgan Stanley Wealth Management offices in San Francisco, California and Hawaii.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Wendy began her career in financial services in 2001, and joined Morgan Stanley in 2015 as a Private Banker. Prior to joining the firm, she was a Wealth Management Banker at Merrill Lynch.
Wendy is a graduate of San Diego State University, where she received a Bachelor of Arts degree in Economics. She lives in the Bay Area. Outside of the office, Wendy enjoys attending professional baseball games & performing arts events as well as spending time with family and friends.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Wendy began her career in financial services in 2001, and joined Morgan Stanley in 2015 as a Private Banker. Prior to joining the firm, she was a Wealth Management Banker at Merrill Lynch.
Wendy is a graduate of San Diego State University, where she received a Bachelor of Arts degree in Economics. She lives in the Bay Area. Outside of the office, Wendy enjoys attending professional baseball games & performing arts events as well as spending time with family and friends.
NMLS#: 637424
About Stephen Rothman
Stephen 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. Stephen 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.
Stephen earned his undergraduate degree from Cornell University and received the Financial Planning Specialist® designation from the College for Financial Planning. Stephen is originally from Larchmont, NY and currently resides in New Rochelle, NY.
Stephen earned his undergraduate degree from Cornell University and received the Financial Planning Specialist® designation from the College for Financial Planning. Stephen is originally from Larchmont, NY and currently resides in New Rochelle, NY.
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?
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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
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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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 Maui 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.
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
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)
