Brad Vitucci - Morgan Stanley

My mission is to guide you in your quest to achieve and maintain financial independence by providing comprehensive investment and wealth management advice coupled with a high level of service.

Understanding your unique financial needs and aligning the resources to execute a customized strategy that is precisely your own. Acting as your personal estate and legacy planning CFO.

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