The McFadden Group at Morgan Stanley

Our goal is to make your situation better, while never getting in the way of relationships you have cultivated with professionals you trust. In our initial conversation, we listen carefully to understand your current financial concerns. To determine how we can add value, we schedule a face-to-face meeting and request important financial information.

We continue our initial dialogue, learning about the values that shape your decisions and identifying any circumstances unique to your situation. We review the documents you prepared and prioritize the goals you want to achieve. We collect all this information so we can analyze it and determine if we are the best fit for your situation.

In this step, we study your situation to recommend the best possible long-term strategy for you and your family. We may determine another team is better aligned with your particular goals and will offer to make an introduction. Or we may determine we have the skills, knowledge, and experience to serve your unique needs. Either way, we are confident we can help you and will communicate with you promptly.

If we agree to move forward, we build upon our initial analysis, utilizing sophisticated planning and risk analysis tools to identify appropriate strategies. We also run various "what if" scenarios, stress-testing each recommendation so we can formalize a comprehensive wealth management plan that aims to align your goals and priorities with your timeframes and risk parameters.

Here, we present your personalized plan in detail with the goal of answering three critical questions:

1. What you should do.
2. Why you should do it.
3. What it will cost to do it with us.

Based on our discussion, we will refine your plan and begin to implement the strategies presented. We believe in full transparency and will keep you involved each step of the way.

Committed to a concierge experience, we focus on developing longstanding relationships that can provide value to you and your family. We deliver first-class service through our commitment that emphasizes ongoing communication through monthly conversations and social gatherings throughout the year.

We are dedicated to building deep and caring relationships. We do this by working with a select group of clients who value our depth of knowledge in providing comprehensive solutions that go well beyond investments. The bonds we form are fundamental to our mission, and it is our intention that they span generations.

Every decision we make is focused on doing the right thing for you. We help simplify your financial life, offering some of the most efficient solutions with objective advice. Above all, we are dedicated to a superior service model that emphasizes responsiveness, transparency and approachability. We are creative problem solvers who put your interests ahead of our own.

Whether you need guidance with growth, asset preservation, or legacy planning strategies, we want to be your first phone call for anything financial. Our goal is to offer appropriate advice and service before you know you need it and to respond to every request or question immediately.

Financial education is a vital element of our practice and helps ensure continuity as wealth moves from one generation to the next. We believe it is our responsibility to assist you and family members as they face important financial challenges. We provide access to important resources and are here to answer critical questions that may impact your long-term wealth.

We believe you are entitled to the best advice possible. As a result, we often collaborate with specialists across Morgan Stanley, as well as other professionals within the industry who are considered experts in their fields. We work in collaboration with your accountant, attorney, and other advisors to gain the precise knowledge needed to effectively manage your wealth, while helping ensure all recommendations are fully aligned and implemented.

We know life gets busy. We keep you focused on your finances by proactively scheduling regular calls and meetings. We believe it is our responsibility to always be in sync with the changes in your life, so we can anticipate and respond strategically to new risks and emerging opportunities. The result is an integrated financial strategy that focuses on helping meet your particular goals today and as they evolve over time.

We understand confidentiality is core to any financial relationship. We recognize your personal data is your private information, and we are committed to keeping it secure and confidential. We employ a full suite of strategies to protect your assets, guard your online interactions, and keep your personal information as confidential as you intend it to be.

While there are many advisors who can provide a good plan and strategy, few excel at delivering a superior service model. We deliberately keep the size of our practice small, so we can deliver a "Ritz Carlton" experience. This enables us to spend quality time with our clients, so we know what's happening in their lives, and they know what's happening with their wealth.