Successful families and business often look for specific characteristics when it comes to wealth management.
They may want a holistic approach that allows them to focus on the things they enjoy, rather than the details of managing their money.
They often prefer highly personalized, dedicated service – no voice mail, no junior associates, no long waits for answers.
Frequently, they have special wealth management needs that are unique to their circumstances.
And they want to work with a highly credentialed, successful wealth management team.
At the Martin-Rizzo Group at Morgan Stanley Smith Barney, we provide precisely this kind of quality service. Our 7 team members offer more than 100 years of combined experience. We are a multi-generation business, one that has been ranked as one of the top 1% of all financial services nationwide by Barron’s Magazine in 2009 and 2010.
For our clients, we provide a comprehensive approach to wealth management. Our clients turn to us not just for investments, but for consultation on major purchases, planning for long-term health care, helping a family member get into a nursing home, assistance with structured settlements, land preservation trusts – anything that has an impact on their lives and financial future.
We look forward to welcoming you as a client.
Employing asset allocation within your investment portfolio is key to producing desired long-term returns and reducing undesired volatility.
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Whenever the market is up or down 150 points, the 150 Point Commentary posted under Market Insights, will provide insight. Whenever you have questions about market activity, please contact us.
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