Phone:
(516) 336-0717(516) 336-0717
The Silver Muchnick Group at Morgan Stanley
Direct:
(516) 336-0898(516) 336-0898
Our Mission Statement
Working with you to preserve and grow wealth for your long-term goals
Our Story and Services
We make it our goal to add value through a strong client-advisor relationship and by providing each client with access to the best financial resources available in the marketplace.
We focus on helping high net worth individuals and retirees to manage all aspects of their financial lives. From retirement to educational planning, we work with each client to develop a plan to grow and preserve their wealth. We initiate a planning-based discussion around each client's specific financial needs, their short and long-term objectives, their time horizon, and their risk tolerance.
By customizing a wealth management plan for each client, we seek to maximize each client's potential for achieving their financial goals. We often work with tax and legal advisors of clients to develop and optimize their financial situation.
Once the wealth management plan has been implemented, we will periodically review your plan's progress with you to make certain that its strategy remains aligned with your overall financial needs. By having a plan and a process in place we will be less affected by extraneous event-driven decisions.
We have access to a wide range of Morgan Stanley professionals whose experience can be drawn upon to customize a strategy that meets each client's unique financial objectives.
We focus on helping high net worth individuals and retirees to manage all aspects of their financial lives. From retirement to educational planning, we work with each client to develop a plan to grow and preserve their wealth. We initiate a planning-based discussion around each client's specific financial needs, their short and long-term objectives, their time horizon, and their risk tolerance.
By customizing a wealth management plan for each client, we seek to maximize each client's potential for achieving their financial goals. We often work with tax and legal advisors of clients to develop and optimize their financial situation.
Once the wealth management plan has been implemented, we will periodically review your plan's progress with you to make certain that its strategy remains aligned with your overall financial needs. By having a plan and a process in place we will be less affected by extraneous event-driven decisions.
We have access to a wide range of Morgan Stanley professionals whose experience can be drawn upon to customize a strategy that meets each client's unique financial objectives.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
OUR PROCESS
As the financial world becomes more complex and investment choices increase, careful planning and consideration becomes more important to help you achieve your goals. Our role is to help you create a strategy that lays out a path to a successful financial future. The following steps were developed to achieve your financial goals:
1. Setting Your Financial Objectives
Through a process of discovery and discussion, we will ask a series of detailed questions to understand and articulate your specific financial goals. Together, we’ll examine your current and future liabilities, income sources and cash flow needs, while considering critical factors that may influence your overall strategy. These will include your tolerance for risk, tax concerns, liquidity needs and time horizon.
2. Creating Your Strategy
From this ongoing dialogue, we’ll analyze your current situation and begin to develop a detailed action plan with recommendations to help you effectively build, protect, and transfer your wealth. This analysis will serve as the foundation for building your initial plan, as well as future wealth management decisions.
3. Implementing Your Strategy
Once we’ve discussed and refined your strategy, we will begin to execute your investment plan. In this step, we may also recommend several wealth management strategies to help preserve your assets, while positioning them to pass to loved ones and personal charitable interests. These strategies may encompass cash flow management strategies, risk management strategies, as well as estate, trust, and philanthropic services.
4. Reviewing Objectives and Performance
After we put your wealth management plan into action, we’ll set up a variety of tools to help ensure you have immediate access to your account information. Markets and personal needs evolve over time, so we will set up regular, ongoing meetings to help ensure your plan remains on schedule to achieve your specific financial goals.
MODERN WEALTH TOOLS AND RESOURCES
Being educated on the markets and utilizing modern wealth management tools is important to our investment strategy. At Morgan Stanley, we provide clients with easily digestible financial analysis from out market research experts as well as cutting edge technology that can help your financial situation. We have accumulated resources below to manage your wealth effectively and to help you stay on top of the markets.
Morgan Stanley Online
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley Mobile app! Access your finances and invest in an instant with the help of this handy resource that is available 24/7.
Morgan Stanley Online
Total Wealth View
Complete your financial profile with Total Wealth View. By linking your external account information, you will benefit from more educated and holistic wealth planning, and convenient connectivity.
Learn more about Total Wealth View
GIC Weekly Research Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Read the Latest Report
Morgan Stanley Research Reports
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
Read the Latest ReportsINFORMATION AND TOOLS FOR HIGH NET WORTH INVESTORS
Reserved Living & Giving
Reserved Living & Giving is a tiered complimentary loyalty program that awards clients with over one million dollars in assets and liabilities invested at the firm. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
Learn more about Reserved Living & Giving
Reserved Insights
Curated insights and articles spanning such topics as Family, Lifestyle, Health & Planning, Travel, and Giving Back.
Browse the Latest Reserved Insights
Next Generation Gifting Considerations
As you consider financial gifts to children or other family members, you may also want to consider how you would like it to be used. Contact me for help assessing your overall estate and exploring gifting and financial education options.
Trust & Estate Planning Overview
Trust & Estate Planning
Often the hardest part of estate planning is just starting the conversation. Our group will help you and your family open these lines of communication to facilitate your ability to preserve and transfer wealth.
Income & Estate Planning Toolkit
Signature Access
Signature Access provides Lifestyle Advisory services for the most affluent families. We will help connect you with carefully vetted, experienced professionals who can provide an extensive variety of services to help you contain costs, mitigate risk and enhance your overall enjoyment of life.
The Lifestyle Advisory Offering
Your Relationship With Wealth
Family wealth can evoke strong emotions, both positive and negative. Before your next family wealth-planning conversation, consider your own attitudes and feelings on the topic. These questions may help.
Speaking with Your FamilyUpcoming Firm Events
We hope you will join us for this upcoming event.
U.S. Policy Pulse: Trump 2.0 and the Markets
DATE: February 25, 2025 at 4:15 p.m. ETJoin Morgan Stanley Wealth Management Chief Investment Officer, Lisa Shalett, on Tuesday, February 25, for a conversation with Chief Economic Strategist and Global Head of Thematic and Macro Investing, Ellen Zentner, and Head of U.S. Public Policy, Monica Guerra, on the top policy and regulatory actions that could impact investors in the months ahead.
CRC4192005 02/2025
Online
Location
Two Jericho Plaza
Jericho, NY 11753
US
Direct:
(516) 336-0898(516) 336-0898
Meet The Silver Muchnick Group
Phone:
(516) 336-0716(516) 336-0716
About Matthew Silver
Securities Agent: MD, PA, FL, NH, WA, CT, VA, SC, NC, CA, GA, CO, WY, MT, IL, VT, LA, AL, MS, AZ, DE, HI, RI, OH, NY, MA, MI, ME, ID, DC, TX, NJ, MO, OR; General Securities Representative; Investment Advisor Representative
NMLS#: 579263
CA Insurance License #: 0L85671
NMLS#: 579263
CA Insurance License #: 0L85671
About Jeffrey Muchnick
Securities Agent: OH, NY, CT, CA, TX, MI, DC, LA, AZ, AL, MS, VT, DE, IL, WY, MT, VA, NJ, HI, ME, MD, GA, CO, SC, RI, MA, WA, OR, FL, MO, PA, NH, NC, ID; General Securities Representative; Investment Advisor Representative
NMLS#: 1427682
CA Insurance License #: 0L85363
NMLS#: 1427682
CA Insurance License #: 0L85363
Contact Matthew Silver
Contact Jeffrey Muchnick
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
Andrew Bertalli, CFP®
Financial Planning Director, Vice President
About Andrew Bertalli
Andrew Bertalli is a Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices in Eastern Long Island, NY. He is responsible for helping Financial Advisors with their clients' and prospects' financial planning needs.
Andrew began his career in financial services in 2000 and joined Morgan Stanley in 2022. Prior to his current position, Andrew served high-net-worth clients for over 17 years. Andrew also has worked at Charles Schwab, USAA, and TIAA.
Andrew Bertalli graduated from Saint Francis College and has a Bachelor of Science in Business. Andrew holds his Certified Financial Planner® designation. Andrew lives on Long Island with his wife and children. Outside of work, Andrew likes to keep fit and spend time with his family. Andrew holds a private pilot license and served in the US Navy.
Morgan Stanley Smith Barney LLC offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please visit us at http://www.morganstanleyindividual.com or consult with your Financial Advisor to understand these differences.
Andrew began his career in financial services in 2000 and joined Morgan Stanley in 2022. Prior to his current position, Andrew served high-net-worth clients for over 17 years. Andrew also has worked at Charles Schwab, USAA, and TIAA.
Andrew Bertalli graduated from Saint Francis College and has a Bachelor of Science in Business. Andrew holds his Certified Financial Planner® designation. Andrew lives on Long Island with his wife and children. Outside of work, Andrew likes to keep fit and spend time with his family. Andrew holds a private pilot license and served in the US Navy.
Morgan Stanley Smith Barney LLC offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please visit us at http://www.morganstanleyindividual.com or consult with your Financial Advisor to understand these differences.
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 Silver Muchnick 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)
