At the Prichard Weston Group at Morgan Stanley, we are truly passionate about helping women, especially women who are on their own due to loss of spouse or divorce. We find it incredibly rewarding to help women gain confidence about their financial well-being. This confidence and empowerment goes a long way at helping make their new set of circumstances a little less scary and eventually leads to
exploring future possibilities and redefining their futures. While we have carved out a significant portion of our practice to helping women, others such as men, couples and families work with us as well. Our team’s comprehensive wealth management process begins with a deep discovery meeting. From there we conduct an analysis and identify the areas in which we can add the most value. Once it is mutually determined that we are a good fit to work together, we begin implementing a tailored investment strategy to help our clients preserve their wealth. Next, we embark on advanced planning where we help our clients define and prioritize their life and legacy goals, conduct a gap analysis, and carefully design a plan to help them achieve their goals concerning: • wealth preservation strategies • tax mitigation planning • taking care of their heirs • ensuring their assets are not unjustly taken • charitable planning
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