Bluestone Planning Group of Morgan Stanley

Why Us?

Our team provides a unique collection of knowledge, wisdom, and experience. Both personally and professionally, we have seen a lot, and can bring those experiences to bear, helping you create a plan specific to your needs and aspirations. We respect that you have a unique vision for what wealth will do for you and your family. Sometimes it provides freedom from everyday worries, a tool to effect social change, or it can be the source of a family legacy that provides security and opportunity for generations to come. Whatever your vision is, we work to understand it, support it, and help you create and implement the structure needed to make it a reality.

As a trusted advisor, we seek to be a safe space where you can say out loud both the dreams you aspire to, and the fears that worry you. We will tell you what you need to know, not just what you want to hear. We’re direct, but compassionate. We bring our own life experiences to bear for your benefit, which helps us relate to the life events that you’re experiencing. Our understanding gives us the insight to deal with these issues practically. This is not a theoretical exercise. We talk to you in ordinary terms, not jargon. We seek to educate you about your finances, not impress you with how much we know. This is about you because it should be. Let us help you get where you want to go.

By working with a team, you get the benefit of each advisor having a more robust and nuanced understanding of specific areas of financial planning and investments. This allows each of us to dive deeper into our areas of interest. And you get access to all of us.