![]() Morry came into the industry just before the 1987 crash and has witnessed the collapse of the dotcom bubble, weathered the global financial crisis and guided his clients through the evolutionary changes of the COVID epidemic. Additionally, we regularly rebalance our clients’ portfolios based upon their risk profiles and our market outlook.Ī founding partner of The Zolet Lenet Fink Group at Morgan Stanley, Morry brings over three decades of experience to the complex investing and wealth structuring needs of his team’s trusted and valued clients. During the client review process, this allows us to help ensure that we stay on our chartered course and avoid the distractions that may get in the way of a comprehensive investment plan.ģ) We closely monitor and continually reevaluate the management and performance of our clients’ investments. We also help construct and institute an investment policy statement for our investment advisory clients to be used as a guide and compass through the evolution of our relationship. ![]() We are then able to seek out and recommend the investment strategies best suited for our clients. However, we fundamentally believe in the importance of ‘seeing the forest through the trees,’ whether making investment decisions or by transcending our clients’ basic financial profiles in order to know who they are as people.Ģ) Utilizing this comprehensive understanding of our clients, we craft an appropriate asset allocation strategy that implements and complements our command of the clients’ needs and goals. Our Wealth Management and Investment Process is the framework for our consulting relationships.ġ) The first step in our consulting process is for us to gain a perspective of our clients’ financial objectives, goals, needs, and attitudes toward risk. We want our clients to feel welcome to call, email, or visit us at the office even if just to say “hello.” Click here to view our team brochure! In this respect, we use the expanding avenues of communication to personally connect with our clients, thereby enhancing our relationships. While we embrace the ever-improving advances in technology and communication, we strive to make every client interaction personal. The time, attention and dedication that’s needed to help our clients achieve their financial and personal goals. Critical and creative thinking in order to help tackle the challenging issues The will and ability to make the difficult, but appropriate recommendations and decisions for our clients Our best efforts in leveraging, on their behalf, the extensive resources of our firm’s wealth management platform ![]() The highest standards of integrity and professionalism Our clients' satisfaction and happiness are the measures by which we judge ourselves. ![]() We believe that every client deserves the highest level of service we can offer our undivided efforts and enthusiasm to help them reach their goals and the individual attention to the important details. ![]()
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