Eric Fantegrossi - Morgan Stanley

To understand each client's individual needs and construct an in-depth financial plan using a three-pillar approach: Asset Management; Risk Management; and Future Planning. Under these three pillars, I work with clients to prepare for life events such as job transitions and retirement to estate p...

Helping our clients achieve their goals through careful and dynamic planning

We work with individuals, families, businesses and institutions to deliver specialized services and innovative strategies that help them build, preserve and manage their wealth.