Irene Stolarz
Senior Vice President, Financial Advisor, Family Wealth Director, Insurance Planning Director, Senior Investment Management Consultant, Portfolio Manager
Phone:
(973) 890-3020(973) 890-3020
The Stolarz Wealth Management Group at Morgan Stanley
Direct:
(973) 890-3020(973) 890-3020
Toll-Free:
(800) 227-8588(800) 227-8588
Our Mission Statement
Excellence in family wealth planning, for your family's unique goals
Our Mission
Our commitment in The Stolarz Wealth Management Group at Morgan Stanley is to help uncover the unique needs of our clients. We work with you to determine your risk parameters, create an understanding of your expectations, and help construct a holistic plan that is designed to put you on the path to your goals. “What is your vision for the wealth you’ve created? For the legacy you are building? How does this fit in with who you are and the current financial landscape? “
With the collective experience and stability of over 45 years with Morgan Stanley and predecessor firms and a diverse background within the industry, we have experience with the unique challenges, styles and strategies that distinguish wealthy investors. We will work with you to help you preserve and grow your wealth, relying on the insights of seasoned investment professionals, a premier trading and execution platform, and a full spectrum of investment choices.
This combination of personal attention and financial opportunities can create unexpected and welcomed opportunities. We believe that each client’s financial life deserves the broadest possible scope of expertise, and we are committed to helping you have an experience that is both satisfying and rewarding.
-Irene Stolarz Named one of Forbes' Top Women Wealth Advisors 2020
-Irene Stolarz Named one of Forbes' Top Women Wealth Advisors Best-in-State in 2022.
-The Stolarz Wealth Management Group is proud to have been named one of Forbes Best-In-State Wealth Management Teams for 2023, 2024 & 2025.
Source: Forbes.com (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period from 3/31/23–3/31/24. Awards Disclosures
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22–3/31/23. Awards Disclosures
Source: Forbes (Awarded Jan 2023). Data compiled by SHOOK Research LLC based on time period from 3/31/21 – 3/31/22. https://mgstn.ly/3wb7pSG
Forbes America's Top Women Wealth Advisors
Source: Forbes.com (Awarded Apr 2020) Data compiled by SHOOK Research LLC based on time period from 9/30/18 - 9/30/19.
Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State
Source: Forbes.com (Awarded Feb 2022) Data compiled by SHOOK Research LLC based on time period from 9/30/20 - 9/30/21.
With the collective experience and stability of over 45 years with Morgan Stanley and predecessor firms and a diverse background within the industry, we have experience with the unique challenges, styles and strategies that distinguish wealthy investors. We will work with you to help you preserve and grow your wealth, relying on the insights of seasoned investment professionals, a premier trading and execution platform, and a full spectrum of investment choices.
This combination of personal attention and financial opportunities can create unexpected and welcomed opportunities. We believe that each client’s financial life deserves the broadest possible scope of expertise, and we are committed to helping you have an experience that is both satisfying and rewarding.
-Irene Stolarz Named one of Forbes' Top Women Wealth Advisors 2020
-Irene Stolarz Named one of Forbes' Top Women Wealth Advisors Best-in-State in 2022.
-The Stolarz Wealth Management Group is proud to have been named one of Forbes Best-In-State Wealth Management Teams for 2023, 2024 & 2025.
Source: Forbes.com (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period from 3/31/23–3/31/24. Awards Disclosures
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22–3/31/23. Awards Disclosures
Source: Forbes (Awarded Jan 2023). Data compiled by SHOOK Research LLC based on time period from 3/31/21 – 3/31/22. https://mgstn.ly/3wb7pSG
Forbes America's Top Women Wealth Advisors
Source: Forbes.com (Awarded Apr 2020) Data compiled by SHOOK Research LLC based on time period from 9/30/18 - 9/30/19.
Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State
Source: Forbes.com (Awarded Feb 2022) Data compiled by SHOOK Research LLC based on time period from 9/30/20 - 9/30/21.
Services Include
- Financial PlanningFootnote1
- Asset Management
- Cash ManagementFootnote2
- Estate Planning StrategiesFootnote3
- Planning for Individuals with Special Needs and their Families
- Lending Products
- Life InsuranceFootnote4
- Long-term Care InsuranceFootnote5
- Alternative InvestmentsFootnote6
- Philanthropic Services
- Business PlanningFootnote7
- Corporate Cash Management
- Business Succession PlanningFootnote8
- Corporate Retirement PlansFootnote9
- Stock Option PlansFootnote10
- Wealth ManagementFootnote11
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You
As your dedicated wealth management team, The Stolarz Wealth Management Group will tailor a personalized financial strategy that fits your needs. In our experience working with clients, we have developed a step-by-step approach to service:
Discovery
We take the time to fully understand you and your family – whether you’re planning for retirement, purchasing a home, or living out your golden years – we consider all of your challenges, goals, and aspirations when building your financial picture.
Forming Your Strategy
Using your life goals as our compass, we create a risk-balanced strategy which maps a clear path to achieving your success.
Implementing Your Plan
We apply extensive research and analysis, and also utilize Morgan Stanley’s full suite of resources, to ensure swift decisive action in all market scenarios. Andrew, a CFP®, provides the highest standard of care and detail when creating your plan.
Measuring Your Success
We check in with you to deliver metrics around your portfolio, and ultimately measure trajectory towards your goals. Our ultimate mission is your success and well-being.
Certified Financial Planner™ (CFP®)
CFP® professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first.
Andrew holds this designation.
Andrew holds this designation.
Family Wealth Director
Irene Stolarz participated in The Family Wealth Director Program, a training focused on the particular issues high net worth families face.
During the program, Irene completed over 150 hours of coursework focused on the unique changes high net worth families encounter.
During the program, Irene completed over 150 hours of coursework focused on the unique changes high net worth families encounter.
Insurance Planning Director
Insurance Planning Directors have demonstrated a commitment to, and understanding of, holistic goals-based wealth management planning through the incorporation of insurance solutions into their practice as a foundational component of risk management.
Insurance and annuities can help clients plan for and guard against life’s hidden curves—helping protect their assets and their family’s well-being.
Irene and Andrew hold this designation.
Insurance and annuities can help clients plan for and guard against life’s hidden curves—helping protect their assets and their family’s well-being.
Irene and Andrew hold this designation.
Forbes List
Forbes Best-In-State Wealth Management Teams for 2023
[Source: Forbes (Awarded Jan 2023). Data compiled by SHOOK Research LLC based on time period from 3/31/21 – 3/31/22. https://mgstn.ly/3wb7pSG ]
[Source: Forbes (Awarded Jan 2023). Data compiled by SHOOK Research LLC based on time period from 3/31/21 – 3/31/22. https://mgstn.ly/3wb7pSG ]
Forbes List
2024 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22–3/31/23.
Awards Disclosures
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22–3/31/23.
Awards Disclosures
Forbes List
2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period from 3/31/23–3/31/24. Awards Disclosures
Source: Forbes.com (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period from 3/31/23–3/31/24. Awards Disclosures
Upcoming 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
Helpful Links for My Clients
Year-End Tax Planning Moves to Consider
Stephanie Hines from EisnerAmper and Amy Roberts from Grant Thornton recently sat down with Elly Christoff,
Head of Morgan Stanley's Tax Services, to discuss helpful year-end tax planning reminders and actionable steps
clients may want to consider.
Click here to listen to the audiocastHead of Morgan Stanley's Tax Services, to discuss helpful year-end tax planning reminders and actionable steps
clients may want to consider.
Morgan Stanley Online
Morgan Stanley Online has a suite of features that allow you to manage your everyday finances from paying bills and sending money to transferring funds and authorizing transactions with eAuthorization.
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View all your external financial accounts directly in Morgan Stanley Online or the mobile app. By linking your accounts, you’ll benefit from more informed wealth planning, secure data access and convenient connectivity.
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Digital Vault
Digital Vault allows for easy sharing and convenient access to your most important documents such as wills, financial statements and tax fillings. Easily manage your encrypted financial records all in one place.
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eDelivery
eDelivery provides you with the ability to view statements and other documents electronically in lieu of paper. Clients who are registered in Morgan Stanley Online may enroll in eDelivery.
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Mobile Check Deposit
With the mobile app, you can use mobile check deposit to quickly deposit checks drawn on a U.S. bank anytime, anywhere from your device with some of the highest deposit limits in the industry.
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Electronically authorize domestic and international one-time or recurring transactions through Morgan Stanley Online and the mobile app.
Learn MoreLocation
150 Clove Road
Little Falls, NJ 07424
US
Direct:
(973) 890-3020(973) 890-3020
Toll-Free:
(800) 227-8588(800) 227-8588
Meet The Stolarz Wealth Management Group
Andrew C Stolarz, CFP®
Vice President, Wealth Management, Financial Advisor, Insurance Planning Director, Portfolio Manager
Phone:
(973) 890-3018(973) 890-3018
Muslimah L. Cline-Davis
Senior Client Service Associate
Phone:
(973) 890-3037(973) 890-3037
About Irene Stolarz
Named to Forbes' Top Women Wealth Advisors ranking for 2020 and America's Top Women Wealth Advisors Best-in-State ranking for 2022
With over 38 years here at the firm and experience ranging from financial planning to management and compliance, Irene Stolarz is able to offer clients a broad view of the business.
Irene is recognized by Morgan Stanley with the designation of Family Wealth Director. This title carries stringent quantitative and qualitative requirements set by the firm, as well as successful completion of a specialized, high-end professional development program. Additional titles of Financial Planning Specialist and Investment Management Specialist broaden the array of services that Irene is able to offer clients. She is committed to superior client service and creating an environment that fosters long term relationships.
Irene’s education continued long after graduating from Villanova University with a B.A. degree in Psychology. In addition to the above designations, Irene is Series 7, 8, 31, 63, and 65 licensed.
Time away from the office is shared with her husband, Lou, the activities of a large extended family, travel and a noble effort on the golf course.
"Forbes America's Top Women Wealth Advisors
Source: Forbes.com (Awarded Apr 2020) Data compiled by SHOOK Research LLC based on time period from 9/30/18 - 9/30/19.
"
"Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State
Source: Forbes.com (Awarded Feb 2022) Data compiled by SHOOK Research LLC based on time period from 9/30/20 - 9/30/21.
"
With over 38 years here at the firm and experience ranging from financial planning to management and compliance, Irene Stolarz is able to offer clients a broad view of the business.
Irene is recognized by Morgan Stanley with the designation of Family Wealth Director. This title carries stringent quantitative and qualitative requirements set by the firm, as well as successful completion of a specialized, high-end professional development program. Additional titles of Financial Planning Specialist and Investment Management Specialist broaden the array of services that Irene is able to offer clients. She is committed to superior client service and creating an environment that fosters long term relationships.
Irene’s education continued long after graduating from Villanova University with a B.A. degree in Psychology. In addition to the above designations, Irene is Series 7, 8, 31, 63, and 65 licensed.
Time away from the office is shared with her husband, Lou, the activities of a large extended family, travel and a noble effort on the golf course.
"Forbes America's Top Women Wealth Advisors
Source: Forbes.com (Awarded Apr 2020) Data compiled by SHOOK Research LLC based on time period from 9/30/18 - 9/30/19.
"
"Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In- State
Source: Forbes.com (Awarded Feb 2022) Data compiled by SHOOK Research LLC based on time period from 9/30/20 - 9/30/21.
"
Securities Agent: FL, CO, MD, NY, GA, DE, CA, AZ, NC, MI, SC, PA, NM, MA, VT, IL, NE, TX, TN, VA, CT, WA, RI, NV, NJ, DC; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1265302
NMLS#: 1265302
About Andrew C Stolarz
With a direct focus in comprehensive wealth planning and portfolio construction, Andy assists individuals and small businesses fulfill their financial aspirations.
Andy began his career as an equity trader where he performed comprehensive analytical research to identify market opportunities. He then transitioned into financial planning and has spent time learning from some of Morgan Stanley’s most successful financial advisors to generate financial plan reports. With these valuable experiences, Andy is able to offer unique insights to clients.
After graduating from the University of Delaware with a B.S. degree in Finance, Andy has continued his education by obtaining the Series 7, 56, and 66 licenses. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.
In 2018, 2019, and 2020, Andrew was named to Morgan Stanley’s Pacesetter’s Club. The Club is a global recognition program for Financial Advisors who, early in their career, have demonstrated the highest professional standards and first class client service.
Andy’s time away from the office is shared with his fiancé, their dog Maggie, family, and friends, staying active, and keeping up to date with the latest sporting events.
Andy began his career as an equity trader where he performed comprehensive analytical research to identify market opportunities. He then transitioned into financial planning and has spent time learning from some of Morgan Stanley’s most successful financial advisors to generate financial plan reports. With these valuable experiences, Andy is able to offer unique insights to clients.
After graduating from the University of Delaware with a B.S. degree in Finance, Andy has continued his education by obtaining the Series 7, 56, and 66 licenses. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.
In 2018, 2019, and 2020, Andrew was named to Morgan Stanley’s Pacesetter’s Club. The Club is a global recognition program for Financial Advisors who, early in their career, have demonstrated the highest professional standards and first class client service.
Andy’s time away from the office is shared with his fiancé, their dog Maggie, family, and friends, staying active, and keeping up to date with the latest sporting events.
Securities Agent: DE, GA, IL, IN, MA, MD, MI, NC, NE, NJ, NV, NY, OH, PA, PR, RI, SC, TN, TX, VA, VT, WA, CO, FL, AR, AZ, CA, CT, DC; General Securities Representative; Investment Advisor Representative
NMLS#: 1484495
NMLS#: 1484495
About Muslimah L. Cline-Davis
Muslimah began her career in the financial industry with Smith Barney in 2003, brining over 20 years of experience. She began working in the Operations Department as a cashier and wire operator, becoming a client service associate in 2009.
In her current role as a Senior Client Service Associate, she provides marketing support to the team and assists clients with administrative aspects of their accounts including but not limited to daily account maintenance, problem solving and online support.
Muslimah resides in Passaic County with her husband, Derrick, and their four children.
In her current role as a Senior Client Service Associate, she provides marketing support to the team and assists clients with administrative aspects of their accounts including but not limited to daily account maintenance, problem solving and online support.
Muslimah resides in Passaic County with her husband, Derrick, and their four children.
Contact Irene Stolarz
Contact Andrew C Stolarz
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
Don Janevski
Private Banker
Adam Guralnick
Private Banker
Knetia Herrera
Associate Private Banker
Angelo Loumbas
Family Office Resource Generalist
About Don Janevski
Don Janevski is a Private Banker serving Morgan Stanley Wealth Management offices in New Jersey.
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.
Don began his career in financial services in 2003 and joined Morgan Stanley in 2015 as an Associate Private Banker. Prior to joining the firm, he was a Mortgage Loan Consultant and a Mortgage Product Specialist with Silver Financial Capital Group, as well as a Branch Manager with First Lenders Mortgage.
Don is a graduate of the Montclair State University, where he received a Bachelor of Business Administration in Marketing and Management. He lives in Emerson, NJ with his family. Outside of the office, Don enjoys spending time with family and friends, exercising and painting.
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.
Don began his career in financial services in 2003 and joined Morgan Stanley in 2015 as an Associate Private Banker. Prior to joining the firm, he was a Mortgage Loan Consultant and a Mortgage Product Specialist with Silver Financial Capital Group, as well as a Branch Manager with First Lenders Mortgage.
Don is a graduate of the Montclair State University, where he received a Bachelor of Business Administration in Marketing and Management. He lives in Emerson, NJ with his family. Outside of the office, Don enjoys spending time with family and friends, exercising and painting.
NMLS#: 197095
About Adam Guralnick
Adam Guralnick is a Private Banker serving Morgan Stanley Wealth Management offices in New Jersey.
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.
Adam began his career in financial services in 2002, and joined Morgan Stanley in 2021 as an Associate Private Banker. Prior to joining the firm, he was a Wealth Management Banker at UBS. He also served as a UHNW Associate Private Banker at Citi Private Bank and a Merrill Lynch Banking Advisor.
Adam is a graduate of the University at Buffalo, where he received a Bachelor of Arts in Communication and a Master of Arts in Informatics. He lives in Livingston, New Jersey with his family. Outside of the office, Adam enjoys traveling, sports, and spending time with his family.
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.
Adam began his career in financial services in 2002, and joined Morgan Stanley in 2021 as an Associate Private Banker. Prior to joining the firm, he was a Wealth Management Banker at UBS. He also served as a UHNW Associate Private Banker at Citi Private Bank and a Merrill Lynch Banking Advisor.
Adam is a graduate of the University at Buffalo, where he received a Bachelor of Arts in Communication and a Master of Arts in Informatics. He lives in Livingston, New Jersey with his family. Outside of the office, Adam enjoys traveling, sports, and spending time with his family.
NMLS#: 1114313
About Knetia Herrera
Knetia Herrera is an Associate Private Banker serving Morgan Stanley Wealth Management offices in New Jersey.
Associate Private Bankers partner with Private Bankers and 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.
Knetia began her career in financial services in 2016, and joined Morgan Stanley in 2021 as an Associate Private Banker. Prior to joining the firm, she was a Licensed Private Client Banker, a Licensed Relationship Banker, and a Personal Banker at JP Morgan.
Knetia is a graduate of the University of West Indies, where she received a Bachelor of Science in Banking and Finance, and Southern New Hampshire University, where she received her Master of Science in Applied Economics. She lives in Bloomingdale, New Jersey with her family. Outside of the office, Knetia enjoys experimenting in the kitchen, partaking in adrenaline filled activities, and spending time with family and friends.
Associate Private Bankers partner with Private Bankers and 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.
Knetia began her career in financial services in 2016, and joined Morgan Stanley in 2021 as an Associate Private Banker. Prior to joining the firm, she was a Licensed Private Client Banker, a Licensed Relationship Banker, and a Personal Banker at JP Morgan.
Knetia is a graduate of the University of West Indies, where she received a Bachelor of Science in Banking and Finance, and Southern New Hampshire University, where she received her Master of Science in Applied Economics. She lives in Bloomingdale, New Jersey with her family. Outside of the office, Knetia enjoys experimenting in the kitchen, partaking in adrenaline filled activities, and spending time with family and friends.
NMLS#: 1615990
About Angelo Loumbas
Angelo is the Family Office Resources Generalist for Family Office Resources in the New York Metro and New England regions. Angelo provides specialized knowledge to ultra-high net worth clients and their Morgan Stanley Financial Advisors across a broad range of family wealth management issues, including family governance/dynamics, wealth education, strategic estate and financial planning, philanthropy management, lifestyle advisory and customized asset allocation and portfolio construction. Angelo has over twenty-five years experience advising wealthy families, business owners, and philanthropic organizations.
Originally from Chicago, Angelo practiced law for 15 years and represented ultra-high net worth clients and the businesses they owned, as well as major philanthropic organizations. Angelo is admitted to the Society of Trust and Estate Practitioners. He has spoken on topics such as “Conditions Suggesting a Management Buyout” before the Chicago Bar Association Corporation and Business Law Committee, “Tax Consequences of Intra-Family Loans,” before the Chicago Bar Association Trust Law Committee, and “Conversations about Wealth and Philanthropy with Prospective Donors” before the Chicago Council on Planned Giving.
Prior to rejoining Morgan Stanley in his current position in 2018, Angelo advised wealthy clients in the financial services industry for 10 years, first as a Wealth Strategist with US Trust in Chicago, then a Wealth and Estate Planning Specialist within Family Office Resources in Chicago, and finally as a Senior Wealth Planning Strategist for the Wells Fargo Private Bank in Greenwich, Connecticut. Angelo earned his B.A. from DePauw University, his M.B.A. from the University of Notre Dame, and his law degree from Indiana University at Bloomington. He is Series 7, 66 and 24 licensed. Angelo served as President of the Rotary Club of Chicago (“ROTARY/One”), the world’s first Rotary club, in 2009-2010, and now lives in Armonk, New York with his wife, a native New Yorker, and their two children.
Originally from Chicago, Angelo practiced law for 15 years and represented ultra-high net worth clients and the businesses they owned, as well as major philanthropic organizations. Angelo is admitted to the Society of Trust and Estate Practitioners. He has spoken on topics such as “Conditions Suggesting a Management Buyout” before the Chicago Bar Association Corporation and Business Law Committee, “Tax Consequences of Intra-Family Loans,” before the Chicago Bar Association Trust Law Committee, and “Conversations about Wealth and Philanthropy with Prospective Donors” before the Chicago Council on Planned Giving.
Prior to rejoining Morgan Stanley in his current position in 2018, Angelo advised wealthy clients in the financial services industry for 10 years, first as a Wealth Strategist with US Trust in Chicago, then a Wealth and Estate Planning Specialist within Family Office Resources in Chicago, and finally as a Senior Wealth Planning Strategist for the Wells Fargo Private Bank in Greenwich, Connecticut. Angelo earned his B.A. from DePauw University, his M.B.A. from the University of Notre Dame, and his law degree from Indiana University at Bloomington. He is Series 7, 66 and 24 licensed. Angelo served as President of the Rotary Club of Chicago (“ROTARY/One”), the world’s first Rotary club, in 2009-2010, and now lives in Armonk, New York with his wife, a native New Yorker, and their two children.
Wealth Management
From Our Team
Cryptocurrency Halving Cycles
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
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Ready to start a conversation? Contact The Stolarz Wealth Management 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.
1Morgan Stanley 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 consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
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Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
3Morgan 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.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
7Morgan 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.
8Morgan 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.
9When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
10Morgan 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.
11Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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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:
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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
1Morgan Stanley 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 consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
2Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
3Morgan 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.
4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
7Morgan 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.
8Morgan 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.
9When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
10Morgan 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.
11Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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)