Lamchick Epstein Group at Morgan Stanley

Lamchick Epstein Group at Morgan Stanley Pursuing your financial goals with experienced guidance. We can offer you an array of personalized Mitchell J. NMLS #2873187

Lamchick, CFP®, Senior Vice President, Financial Advisor, and Michael S. Epstein, First Vice President, Financial Advisor, bring a rare combination of planning depth, investment experience, and estate and tax oriented perspective to Morgan Stanley. Joining the firm in 2026 after building long-standing practices, they formed their team around a simple belief: clients deserve advice that is coordina

ted, proactive, and grounded in what matters most to them—not just today, but across every stage of life. Mitch’s decades of experience in comprehensive financial planning and investment management pairs naturally with Mike’s multidisciplinary background in trusts, estates, and taxation from his earlier legal career. Together, they help clients connect the dots between goals, family priorities, and long-term legacy plans—turning complex decisions into clear, actionable strategies. The team serves a diverse client base, including business owners, professionals, executives, and families with complex financial needs. For business owners, this includes aligning personal and business finances, preparing for liquidity events, and supporting long-term growth and independence. For professionals and executives, the focus includes tax-aware planning, investment management, retirement readiness, and coordination around equity, cash flow, and evolving compensation. During periods of family transition including divorce, inheritance, and other major life events, the team provides structured guidance to help clients evaluate options, understand tradeoffs, and move forward with clarity and confidence. The team distinguishes itself through both technical expertise and a client-first approach, supported by a disciplined planning process and ongoing guidance. They begin by understanding each client’s priorities, objectives, and concerns, then develop coordinated strategies across areas such as retirement planning, investment management, education funding, insurance, tax efficiency, and estate considerations. As circumstances evolve, the team remains actively engaged, helping clients make informed, proactive decisions. The result is a long-term partnership that brings structure to complexity, confidence to decision-making, and continuity to financial planning. This is a team built for clients who want more than a portfolio—they want a trusted advisory relationship and a steady resource through life’s transitions. Whether you are building wealth, protecting what you’ve earned, preparing for retirement, supporting loved ones, or planning for the next generation, Mitch, Mike, and their team aim to deliver the clarity, coordination, and follow-through that helps clients move forward with purpose.

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I am excited to share that our team, the Lamchick Epstein Group, has joined Morgan Stanley!!!This was a very thoughtful ...
07/20/2026

I am excited to share that our team, the Lamchick Epstein Group, has joined Morgan Stanley!!!

This was a very thoughtful and deliberate decision as we wanted to be aligned with the absolute best wealth management firm that provides the breadth of resources, innovation and capabilities to help us continue delivering exception advice and service. Morgan Stanley's integrated wealth management platform - including investing, financial planning, banking and lending - combined with it industry leading technology, gives us even greater tools to help our clients pursue their financial goals with confidence.

As we begin this next chapter, I am filled with gratitude. To our clients, thank you for the trust and confidence you continue to place in us - it is a privilege to serve you. To our colleagues, friends, and family, thank you for your unwavering support and encouragement throughout this journey.

I am incredibly proud of what our team has built and even more excited about what lies ahead. We look forward to continuing to serve our clients with the same dedication and personal commitment, now with the strength and resources of Morgan Stanley behind us!!! https://livesocial.seismic.com/aiDVrp

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220 Alhambra Circle
Coral Gables, FL
33134

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Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
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