The Worcester Summit Group at Morgan Stanley

08/21/2023

Morgan Stanley clients with eligible brokerage accounts can earn 5.00% APY through deposits into our Preferred Savings Program for qualifying cash. Learn more and get in touch to take advantage of this great rate. https://mgstn.ly/452hK2D

07/26/2023

We hope everyone is enjoying a great start to the summer! If you are in search of podcast and book recommendations, check out the latest picks from some of Morgan Stanley's leaders: https://mgstn.ly/3PoLVg6

07/04/2023

Happy 4th of July! Have fun and stay safe as you celebrate with family and friends!

06/14/2023

Morgan Stanley clients with eligible brokerage accounts can earn up to 5.32% Annual Percentage Yield with a 3 to 11-month CD. Learn more and contact me to take advantage of this competitive CD offer: https://mgstn.ly/44frJS3

05/29/2023

As we honor Memorial Day, our team wanted to take a moment to express our gratitude to the brave men and woman who served for our country and made the ultimate sacrifice. To those that have served, and to their families, thank you for all that you have done.

05/25/2023

May 29th marks National 529 Day, a great time to consider how you can help the loved ones in your life plan for future education expenses. Starting to save early can help limit how much your student will have to borrow. A 529 plan offers a tax-advantaged way to invest toward those expenses. Check out the education planning material on our website within the Client Resources tab and don't hesitate to get in touch if you'd like to discuss further!

Learn More: https://advisor.morganstanley.com/the-worcester-summit-group -resources

05/04/2023

Morgan Stanley clients with eligible brokerage accounts can earn 4.60% APY through deposits into our Preferred Savings Program for qualifying cash. Learn more and get in touch to take advantage of this great rate. https://mgstn.ly/3pdUPlb

04/20/2023

We are excited to share that our senior partner Mark Cote has been named to the 2023 Forbes Best-In-State Wealth Advisors list for Massachusetts!

This recognition is a testament of the amazing clients Mark and the rest of the team have the honor of working with!

If you feel you benefit from the services of Mark and our team, please don't hesitate to get in touch!



Source: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research LLC based on time period from 6/30/21-6/30/22. https://mgstn.ly/3UYVS4A

The Worcester Summit Group can help you achieve your financial goals. Learn about Retirement, Investing, Family, Business Planning, Philanthropy, Mosaic, and Insights and Outcomes.

04/06/2023

With April being financial literacy month we wanted to take a moment to talk about how important it is to be equipped with the knowledge to make smart financial decisions that can help you meet your goals.

Check out the resources we have available that can help you understand the basics, plan your retirement, enhance your money management and much more! If you run into any questions along the way, please don't hesitate to reach out!

Financial literacy means being equipped with the knowledge to make smart financial decisions during every stage of your life. Whatever your needs are, consider these tips to help.

03/27/2023

As you prepare all the necessary information to file your tax return fraudsters are busy executing schemes to steal your identity and money.

Be sure to check out our guide to help protect yourself, recognize possible fraud warning signs and take action if you become a victim.

Read More: https://mgstn.ly/3JP0KEf

While you’re busy gathering your paperwork for tax season, cybercriminals are devising schemes to steal your identity and money. Know how to protect yourself and your loved ones.

03/17/2023

Wishing all a Happy St. Patrick's Day!

03/08/2023

Recent legislation has made 529 Plans more flexible, giving families one more reason to invest for their loved one’s future education expenses. Listen to this audiocast to learn why: https://mgstn.ly/3EPBBrc