
Lisa Puntillo
Oyster Bay Wealth Management represents the synergy of two family-led teams, amassing over six decades of collective expertise to enhance the service provided to our discerning clientele. We are families dedicated to serving other families with a high degree of professionalism and care.
Our suite of services grants direct access to a comprehensive array of family office resources, intricately designed to assist affluent families in navigating the complexities of substantial wealth management. The suite encompasses estate planning strategies, family governance, wealth education, cash management and lending solutions, philanthropy management, lifestyle advisory services, and additional resources aimed at enhancing financial well-being.
Our commitment to a superior standard of care is evident in our personalized approach to each client, whether they are a seasoned corporate executive, business owner, entrepreneur, or a family with significant wealth.
Our team is devoted to cultivating deep, enduring relationships with our clients, extending beyond just asset management. This commitment is why, in times of crisis, families often turn to us first for guidance.
When selecting a wealth management team, the stability offered by our blend of seasoned leaders and next-generation professionals ensures that we are well equipped to meet the needs of all client generations, now and in the future, amidst an ever-evolving financial landscape.
We are eager to discuss how our family can serve yours, ensuring meticulous care and attention to all of your wealth management needs.
At Morgan Stanley, we have an elite group of individuals who've earned the Family Wealth Director designation—a distinction earned by less than 4% of Financial Advisors.
As an Oyster Bay Wealth Management client, you'll have the privilege of accessing Morgan Stanley's comprehensive family wealth office capabilities, such as: