Our Story and Services

Whether you’re building a business, planning for retirement or setting your bucket-list goals, you need a Financial Advisor on your side.

Our wealth management team takes time to learn what’s most important to you. We then work with you to create a comprehensive wealth strategy. From there, we can suggest realistic financial solutions to help you meet your goals.

As your wealth management team, we’ll walk with you through the various stages of life. If your financial plans change, or the market shifts, we’ll help adjust your accounts. Our aim: to keep you on course toward your most important life goals.
Services Include
  • Wealth Management1
  • Financial Planning2
  • Professional Portfolio Management3
  • Estate Planning Strategies4
  • Executive Financial Services5
  • Philanthropic Services
  • Endowments and Foundations6
  • Sustainable Investing7
  • Municipal Bonds8
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, balanced 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

Location

741 Boston Post Rd
Madison, CT 06443
US
Direct:
(860) 447-4851(860) 447-4851

Meet The TriPoint Group

About Me

With over 23 years of experience, Brett provides investment advice and financial planning to OWCM clients. 
Prior to joining Morgan Stanley, Brett was a Vice President at U.S. Trust, N.A., a 150 year old high net worth wealth management firm. Earlier in his career, Brett was part of the team responsible for starting the National Financial Planning program for Charles Schwab & Co., Inc.
Brett has been published in several magazines, including The Journal of Financial Planning for his collaborative peer reviewed work on measuring the sensitivity of a portfolio to catastrophic “Black Swan” events.
In addition to being a Certified Financial Planner™ and Chartered Financial Consultant®, Brett received his B.A. in Economics from the University of Connecticut and participated in the Executive Education program at the Stanford University Graduate School of Business.

Brett has previously served on the Hartford Foundation for Public Giving’s Professional Advisory Committee, the Board of The Estate and Business Planning Council of Hartford, and The Board of the Association for Corporate Growth, Connecticut Chapter.   Brett lives with his wife and two daughters in Marlborough, Connecticut.
Securities Agent: TX, CT, WY, WI, WA, VT, VA, UT, SD, SC, RI, PR, PA, OR, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MS, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, HI, GA, FL, DE, DC, CO, CA, AZ, AR; Managed Futures; General Securities Representative; BM/Supervisor; Investment Advisor Representative
NMLS#: 177792

About Me

Prior to merging with the OWCM Group, Jay joined The Oakley Wing Group at Morgan Stanley in 2010, moving his advisory practice from Merrill Lynch in New York City.

As a Certified Financial Planner, Jay focuses on developing personalized, forward-thinking financial planning strategies to help clients make in-formed, confident decisions about their finances.

He is a graduate of Hobart College, with a B.A. in Economics and a B.A. in Environmental studies, and was awarded All-American status in collegiate sailing. His education and sailing interests are the foundation of his passion for Sustainable and Responsible Investing. Jay works closely with clients to help them align their portfolios with their values of and views on “Social Responsibility”.

Jay currently serves as Treasurer of the Community Music School, and is a class agent for the Hotchkiss School Endowment Fund.
Securities Agent: CT, WY, WI, WA, VA, TX, SC, RI, PA, OR, OH, NY, NV, NJ, NH, NC, MT, MI, ME, MD, MA, LA, KY, KS, IN, IL, GA, FL, DC, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1406619
From Our Team

Why Choose Morgan Stanley Wealth Management Services


Investment and Market Perspectives

On the Markets

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
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

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
Five Smart Strategies to Use a Bonus or Raise

Five Smart Strategies to Use a Bonus or Raise

Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

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
Financial Transition: A Guide for Women

Financial Transition: A Guide for Women

Here's how to take control of your finances if a death or divorce leaves you holding the reins.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.

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
A New Roadmap for Mission Alignment

A New Roadmap for Mission Alignment

Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

More from Morgan Stanley

Consolidate Your Cash at a Competitive Rate

Consolidate Your Cash at a Competitive Rate

2.30% APY with Preferred Savings for New Money deposited through your eligible Morgan Stanley brokerage account. Contact me to learn more or click here. Terms apply.
Learn more about Consolidate Your Cash at a Competitive Rate
Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
Learn more about Morgan Stanley and Justin Rose: A Winning Team
Your Financial World. On the Go.

Your Financial World. On the Go.

With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Learn more about Your Financial World. On the Go.
Reserved | Living & Giving

Reserved | Living & Giving

Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Learn more about Reserved | Living & Giving
Sign Up for eDelivery

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
Learn more about Sign Up for eDelivery
Access Morgan Stanley Online

Access Morgan Stanley Online

Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
Learn more about Access Morgan Stanley Online
Ready to start a conversation? Contact The TriPoint Group today.
Market Information Delayed 20 Minutes
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

1Morgan 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.

2Morgan 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.

3Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

4Morgan 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.

5Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

6Morgan 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, charitable giving, philanthropic planning and other legal matters.

7The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

8Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.

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 suitable 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”) 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.


CRC 2019752 10/2018