With decades of advisory and investment experience, the team partners—Jeffrey S. Gerson, managing director—wealth management, family wealth director, director of sports and entertainment clients and financial advisor; Christopher Guarino, senior vice president, senior portfolio management director and financial advisor; Gregory Meisel, senior vice president, senior portfolio management director and financial advisor; Shawn P. Landau, CFP®, senior vice president, family wealth director and financial advisor; and Michael Gammarati, CFP®, vice president, portfolio management director and financial advisor—help their clients achieve their most meaningful financial goals. Through an uncompromising commitment to delivering intellectual strength, quality advice and personalized attention, GGM Wealth Management Group at Morgan Stanley provides an intensely personal experience to high net worth individuals and their families, corporations and charitable institutions.
Growing To Serve You Better
The direct byproduct of this growth is our unwavering commitment to the fiduciary promise for our clients, empowering us to build an enduring firm that will serve future generations.
Do You Want to Pay Less Tax?
There are generally three places you can give your money—family, charity, or the IRS. The goal of tax planning should be to make sure you give most of it to the first two.
The Path to Lasting Impact: Strategies for Purposeful Giving
In addition to being entrusted with your most valuable assets, financial advisors are equipped to deploy resources to support philanthropic priorities by recognizing tax-efficient giving strategies, exploring charitable giving vehicles, and identifying opportunities for maximum impact.
Investment Strategies for a Low-Growth Economy
Rather than plan for a recession that may or may not come next year, create a financial plan for the economy we are living in right now.
