The Cromwell Group at Morgan Stanley is dedicated to providing personal custom-tailored financial plans, investment strategies, providing access to banking and lending services for individuals, couples, families and small business owners. We pride ourselves on our professionalism, our knowledge of investments and our ability to interact with many different types of investors and to collaborate with other trusted advisors on our clients’ financial team (e.g. their accountants and lawyers).
We create, orchestrate, implement and monitor all of our clients' financial plans annually. Our mission is to create and protect our clients' wealth, as well as to serve as a sounding board for non-financial family issues. Also, of paramount importance is our attention to detail, as we assist our clients in achieving their short-term, mid-term and longer-term lifetime goals. Utilizing the breadth and depth of Morgan Stanley Smith Barney's resources, we prepare each client for a comfortable and realistic retirement and a tax efficient, orderly transfer of their wealth to their heirs.
We believe that our unwavering commitment to excellence, with just the right balance between listening and guiding, provides our clientele with a solid understanding of their financial picture and awareness which ultimately leads to a peace of mind.