ALG at Morgan Stanley

ALG at Morgan Stanley The Atlantic Legacy Group at Morgan Stanley

Long-term care planning is about more than the cost. It can help protect your finances, preserve independence, and give ...
09/02/2026

Long-term care planning is about more than the cost. It can help protect your finances, preserve independence, and give you more choices and control over how and where you receive care, whether at home, in a community setting, or in a nursing facility. Visit our website's Financial Focus tab to learn more and contact us to start the conversation.

https://advisor.morganstanley.com/atlantic-legacy-group -focus-risk

Thank you to everyone who joined today's Financial Focus webinar. We shared educational perspectives on risk management,...
08/27/2026

Thank you to everyone who joined today's Financial Focus webinar. We shared educational perspectives on risk management, how proactive planning can help you identify potential risks and explore strategies designed to help protect financial assets and family priorities. If you'd like to continue the conversation, please reach out. We look forward to presenting to you at our next Webinar in October.

Affluent families often plan carefully for the goals they can see, but hidden risks can still affect a broader wealth st...
08/18/2026

Affluent families often plan carefully for the goals they can see, but hidden risks can still affect a broader wealth strategy. From tax exposure and estate planning considerations to concentrated positions, liability concerns, and family legacy decisions, a proactive review may help uncover areas that deserve attention.

If you are thinking through how these risks may fit into your family's financial picture, we can help you evaluate next steps. Visit our Website's Financial Focus tab to learn more, and reach out when you're ready to discuss.

https://advisor.morganstanley.com/atlantic-legacy-group -focus-risk

The Atlantic Legacy Group is continuing its Financial Focus Webinar Series. We'd like to invite you to our next series e...
08/13/2026

The Atlantic Legacy Group is continuing its Financial Focus Webinar Series. We'd like to invite you to our next series entry on Thursday, August 27th at 4:15PM ET. In this session, I will host a conversation on Risk Management. Please RSVP by clicking the link below to enter your information on the Zoom Registration page. We look forward to presenting to you.

https://morganstanley.zoom.us/webinar/register/WN_Pj_SsZsoTi6Pg77zuhK0iQ

The unexpected does not wait for the right time, which is why planning should include more than goals for the future. A ...
08/12/2026

The unexpected does not wait for the right time, which is why planning should include more than goals for the future. A thoughtful financial framework can help you stay grounded when life shifts, priorities change, protection is needed, or when decisions need to be made quickly. Visit our website's Financial Focus tab to learn more:

https://advisor.morganstanley.com/atlantic-legacy-group -focus-risk

As we begin our next Financial Focus discussion on managing risk, it is important to remember that uncertainty can affec...
08/06/2026

As we begin our next Financial Focus discussion on managing risk, it is important to remember that uncertainty can affect many areas of your financial life. From market volatility to unexpected life events, having a thoughtful plan in place may help you stay aligned with your goals. If you are reviewing your current strategy or wondering where risk may show up in your broader financial picture, let's connect and discuss how we can help. In the meantime, visit our Website's Financial Focus tab to learn more:

https://advisor.morganstanley.com/atlantic-legacy-group -focus-risk

Starting this week, the Atlantic Legacy Group is pivoting its Financial Focus to discuss Risk Management. Over the next ...
08/04/2026

Starting this week, the Atlantic Legacy Group is pivoting its Financial Focus to discuss Risk Management. Over the next two months, we will be sharing resources covering areas like Disability management, Portfolio Mitigation, Life Insurance planning, and more.

Visit our website's refreshed Financial Focus tab at the link below, and contact us if you have any questions:

https://advisor.morganstanley.com/atlantic-legacy-group -focus-risk

Glad to have hosted our latest luncheon in our Financial focus series. Salvador, CFP® and I shared the topic of "Founda...
07/24/2026

Glad to have hosted our latest luncheon in our Financial focus series. Salvador, CFP® and I shared the topic of "Foundational Estate Planning Documents", where we discussed the attributes and variances in the most used Documents: Wills, Trusts, Power of Attorney.

As August approaches, our Financial Focus will shift. Over the next weeks, we'll begin adding to a growing collection of...
07/24/2026

As August approaches, our Financial Focus will shift. Over the next weeks, we'll begin adding to a growing collection of featured resources on Risk Planning. We plan to cover safeguarding assets, financial plan risk calculations, and more topics. Check back often, as our Financial Focus website tab is frequently updated with new resources.

Financial Focus: https://advisor.morganstanley.com/atlantic-legacy-group -focus-legacy

REMINDER | The Atlantic Legacy Group is continuing its Financial Focus Webinar Series on Wednesday, July 29th at 4:15PM ...
07/23/2026

REMINDER | The Atlantic Legacy Group is continuing its Financial Focus Webinar Series on Wednesday, July 29th at 4:15PM ET. In this upcoming session, Carl Pierson will deliver our team's 2026 Mid-Year Outlook. Please RSVP by clicking the link below. We look forward to presenting to you.

https://morganstanley.zoom.us/webinar/register/WN_BhpydgjES6ON2meHRSO5bA

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222 Central Park Avenue Suite 1800
Virginia Beach, VA
23462

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+17574932131

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