The Ricca Group at Morgan Stanley

The Ricca Group at Morgan Stanley Managing wealth involves far more than managing an investment portfolio. It means helping you understand and respond effectively to these forces.

It begins with developing a holistic, comprehensive understanding of who you are and the financial forces at work in your life. And, of course, it means helping you invest your assets in a way that reflects the realities of your life and the uniqueness of your long term goals. As Financial Advisors, we are committed to building a relationship of trust in which we can work closely with you to help

define your objectives, explore alternatives and choose the financial and investment strategies that are most appropriate for you. As our relationship evolves, we hope you will come to regard us as a valued resource and professionals who can help you make a more informed decision on any financial issue.
© 2022 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via Facebook or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html

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Exciting news to share… The Ricca Group has been named by Barron’s as one of the Top 100 Private Wealth Management Teams...
04/26/2022

Exciting news to share… The Ricca Group has been named by Barron’s as one of the Top 100 Private Wealth Management Teams for 2022. It’s an honor for us be recognized and to represent Morgan Stanley on this prestigious list.

Barron's 2022 ranking of the nation's top private wealth advisory teams

Each year, Barron’s publishes a ranking of the nation’s Top 1,200 Financial Advisors, recognizing those who represent th...
03/15/2022

Each year, Barron’s publishes a ranking of the nation’s Top 1,200 Financial Advisors, recognizing those who represent the top in our profession. I am honored to be ranked as #1 in New Jersey.

Barron's 2022 ranking of the nation's best financial advisors state by state.

MS & Co. CIO Mike Wilson says we can expect volatile markets for the first half of 2022. Learn more:
02/15/2022

MS & Co. CIO Mike Wilson says we can expect volatile markets for the first half of 2022. Learn more:

Offset your capital gains with capital losses and decrease your exposure to taxes. Call me to review your portfolio
04/10/2018

Offset your capital gains with capital losses and decrease your exposure to taxes. Call me to review your portfolio

We are honored to be included in the Financial Times list of Top 400 Financial Advisors. Both Michael Ricca and David We...
04/06/2018

We are honored to be included in the Financial Times list of Top 400 Financial Advisors. Both Michael Ricca and David Weinerman, founding partners of the Ricca-Weinerman Group have been included on this prestigious list which recognizes industry professionals who stand out for their knowledge and experience.

The ranking of the best US professionals for investors, listed by state

Tax-loss harvesting can help you keep more of what you earn. Call me to discuss your tax strategy
04/05/2018

Tax-loss harvesting can help you keep more of what you earn. Call me to discuss your tax strategy

What exactly is tax-loss harvesting, and how do some investors use it to opportunistically reduce their tax bills?

Don’t let capital gains take a bite out of your portfolio. Let’s work together to minimize your exposure to taxes. Call ...
04/03/2018

Don’t let capital gains take a bite out of your portfolio. Let’s work together to minimize your exposure to taxes. Call me

Taxes can shrink your returns. Consider these moves to keep more of what you make
03/30/2018

Taxes can shrink your returns. Consider these moves to keep more of what you make

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

03/29/2018

You have until April 17th to make a contribution for the 2017 tax year (if you are eligible to make a 2017 contribution), don’t miss out! Invest in your future today and use MS Online to make your IRA contributions.

Are you a head of household? Find out where you fall in the tax brackets
03/28/2018

Are you a head of household? Find out where you fall in the tax brackets

Text for H.R.1 - 115th Congress (2017-2018): An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.

Are you or someone you know newly married and filing separately this tax season? Let’s discuss specific tax planning str...
03/28/2018

Are you or someone you know newly married and filing separately this tax season? Let’s discuss specific tax planning strategies for 2018

Text for H.R.1 - 115th Congress (2017-2018): An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.

Have you seen the new individual return tax brackets? Let’s discuss specific tax planning strategies for 2018
03/22/2018

Have you seen the new individual return tax brackets? Let’s discuss specific tax planning strategies for 2018

Text for H.R.1 - 115th Congress (2017-2018): An Act to provide for reconciliation pursuant to titles II and V of the concurrent resolution on the budget for fiscal year 2018.

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