Kathryn Castelli-Morgan Stanley

To Inspire. To Elevate. To Commit. To Make a Difference.

Our personal services cover all areas of financial management, from investment and financial planning to risk management and estate conservation. Our expertise is in helping provide you with solutions for growing, managing, and preserving your wealth while also addressing your needs for safety and financial independence. Through our customized client approach we have helped many clients maintain their financial independence in a prudent manner that's efficient and comfortable.

Helping clients like you achieve all of your retirement and investing goals