The RGL Group - Morgan Stanley Smith Barney Team - BOSTON, MA
Morgan Stanley Smith Barney
The RGL Group
at Morgan Stanley Smith Barney
125 HIGH STREET, 24TH FLOOR
BOSTON, MA 02110
tel: (617) 478-6463
toll-free: (800) 829-9199
fax: (617) 946-5104
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Shown [from left to right]: James Fitzpatrick, Registered Associate; Robert Ryan, Wealth Advisor; Lissa Stuart, Senior Registered Associate; Craig Lewis, Wealth Advisor; Adrian Wong, Financial Advisor
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We believe success in achieving important financial goals starts with a comprehensive wealth strategy.  We will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.




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  • If you would like a complimentary portfolio review or you're in need of a comprehensive financial plan, please give us a call.

  • See Market Insights for the May On the Markets from the Global Investment Committee featuring

    • "Here We Go Again?" After strengthening earlier in the year, US economic data has begun to weaken. We saw this "growth scare" in 2010 and 2011, and in both cases, equity markets pulled back. Is this pattern going to repeat?

    • "Seek Return of Capital via Dividends and Buybacks" In our view, return of capital remains an important theme in the US equity market. That means investors should seek companies that return capital to shareholders by raising dividends and/or buying their shares.

    • "Q&A: Running With the Recession Forecast" Lakshman Achuthan, chief operations officer of the Economic Cycle Research Institute, speaks with Charles Reinhard, Morgan Stanley Smith Barney's deputy chief investment officer, about the economic indicators behind the forecast.

    Plus, look for more on European equities, Treasury bonds, corporate bonds and municipal bonds.

  • Please see Newsletters & Brochures on the left for a copy of our latest Newsletter.

This 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.
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Investments alone aren't enough when it comes to preparing for retirement. As a retirement focused advisor at Morgan Stanley Smith Barney we offer a level of experience and commitment to retirement advice that we think is unique in the industry. Our thorough process encompasses ten elements that are key to a successful plan.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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