The Axelrod/Berry Group-Morgan Stanley

Experienced wealth planning services for your life and legacy goals

I provide my clients guidance as to how best grow their wealth to retire comfortably and pass on their wealth to future generations in the most tax efficient manner. Teach future generations about investing and giving back.

What we most value most is our client's trust; with this we have been able to grow and transfer wealth from one generation to the next. We strive to create long lasting relationships that do not compromise trust, integrity, or personalized service...