Petra Wealth Management Group at Morgan Stanley

01/20/2023

Could you be keeping more of what you earn? Let’s discuss strategies to help reduce the impact of taxes on your portfolio all year round, part of Morgan Stanley’s Total Tax 365 approach.

Establishing a tax management strategy for your investments can help you keep more of your returns.

01/18/2023

Some goals are a continual priority, but uncontrollable factors like market volatility could impact your progress. Let’s take some time to meet and make sure you’re on track.

Heading into the New Year, it’s time to take stock of your budget, debt and investments—and check them against your financial goals. These six steps can get you started.

09/07/2021

Join us on Sept 23 for a virtual conversation with Samantha Brown, Travel Enthusiast & Host of Samantha Brown’s Places to Love. She will share her views on how to use travel as an investment tool in life and relationships. This virtual event is part of the Morgan Stanley Wealth Management Lessons in Leadership series. Register here: https://mgstn.ly/3BJp1WD

08/31/2021

Investment planning and tax planning often go hand in hand. Let's discuss how we can work together with your tax advisor to help you put a tax-efficient investment strategy in place. These four questions may help.

Factoring the impact of taxes into your investment decisions can help you to keep more of your hard-earned money, both now and in the future.

08/03/2021

Kick it up a notch and join us on August 24 at 6:30 PM ET for a virtual conversation with Carli Lloyd, Olympic Gold Medalist, World Cup champion and two time FIFA World Player of the Year. Carli will share how hard work, dedication, sacrifice and the relentless pursuit to be better every day has helped her to continuously elevate her game, no matter what the circumstances or pressure. This virtual event is part of the Morgan Stanley Wealth Management Lessons in Leadership series. Register here. https://mgstn.ly/373mSrb

07/13/2021

“Offense sells tickets, but defense wins championships.” – Bear Bryant

Alabama’s legendary coach was talking about football, but his words apply across sports and beyond. With the NBA Finals starting, coaches know that champions outperform on defense—whether measured by opponent point-per-game (PPG), field goal percentages or defensive rebounds.

The same is true in long-term wealth management. Yet while many high net-worth families have sound plans to grow, they may be unprepared for the possibility of lawsuits, property damage or other exposures. In life’s championships, property and casualty insurance is smart defense.

Let’s have a conversation about how property and casualty insurance can play a defensive role in your overall wealth plan.

Hidden risks abound. For affluent families, this can mean unwanted financial exposure. A simple risk assessment can go a long way to closing these gaps.

05/27/2021

With education costs rising, paying for college has become a major life expense that requires smart planning. There is no “one size fits all” approach, so we can work together to help identify the right education funding strategy for you.

With education costs rising ever higher, planning your funding strategy today can help ease financial anxiety for your family. Find answers to key questions here

05/11/2021

May is Mental Health Awareness Month and an ideal time to focus on how parents can become more empowered to support their children and foster positive mental health. Join us on May 18th for a discussion with Dr. Harold Koplewicz (Child Mind Institute) and Al Roker (TODAY). This virtual event is part of the Morgan Stanley Wealth Management “Lessons in Leadership” series. Register here:

04/20/2021

Ever wonder what it is like to live life on the edge? Get a glimpse through the eyes of Alex Honnold, professional rock climber and star of the Oscar-winning film Free Solo. This virtual evening is part of the Morgan Stanley Wealth Management “Lessons in Leadership” series. Register here.

03/17/2021

Legend says each leaf of the clover has a meaning: Hope, Faith, Love and Luck. Wishing you all of those things this St. Patrick's Day!

03/12/2021

Proud to work for a Firm that helps women thrive throughout every stage of their lives. This Women’s History Month, join us in empowering women and girls everywhere to become more financially savvy.

Learn how we help women in wealth management thrive in their careers and communities, and how we empower women and girls everywhere to become more financially savvy.

03/10/2021

We are pleased to invite you to join us for a seminar titled “Back from the Future”. The presentation will help you avoid allowing emotions to dictate decisions that can threaten your long-term investment goals. We will host the seminar virtually via Zoom on March 16th at 11:15am. John Diehl, Senior Vice President of applied insights for Hartford Funds, will be our speaker.

We hope you can join us. You are welcome to directly ask John questions or feel free to email one of us and we will be happy to ask the questions on your behalf.

For more info please contact us at [email protected]