Morgan Stanley Private Wealth Management


The Finnegan Group

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The Finnegan Group

A boutique group within a global firm, delivering the experience, resources and personlalized service to high net worth individuals, families and foundations.

Welcome

Our Story

The Finnegan Group oversees the financial needs of a select group of ultra-high net worth families, their businesses and philanthropic enterprises so they can focus on the priorities and values that guide their lives.  Our holistic approach is grounded in investment strategy but encompasses virtually every aspect of financial life, including the planning process, asset allocation, liability & risk management, trust and estate structures, and even family dynamics and lifestyle management.

We are here to help preserve and grow your financial, family and social capital so that it can have the greatest positive impact today and for future generations. While achieving financial growth is the ultimate measure of our success, we are equally interested in the profound impact that wealth can provide as a legacy for our clients, their families, and the causes they support.

The Finnegan Group is honored by the confidence our clients place in our ability to exceed their expectations.


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Capabilities

  • Comprehensive Wealth Planning
  • Pre-Liquidity Planning
  • Investment Management
  • Manager Selection
  • Risk Management
  • Hedging Strategies
  • Consolidated Reporting
  • Retirement & Pension Plans

About PWM

About PWM

Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth.  Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:

  • Manage investments with an unwavering focus on your financial strategy and personal goals
  • Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
  • Simplify financial complexity to help you achieve clarity and control 

Private Wealth Management Highlights
  • Approximately 250 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $300 billion in AUM2
  • Comprising over 20% of the Barron’s Top 100 Financial Advisors list for 20163
  • Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families

1 Morgan Stanley Internal Compensable Revenue Report, July 21, 2016
2 Morgan Stanley Wealth Management, December 31, 2016
3 Barron’s Top 100 Financial Advisors, April 16, 2016

Approach

Approach

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Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.

Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.

Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.

Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.

Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.

Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.

Location

Location

  • 1585 Broadway, 21st Fl
  • New York, NY 10036


    Our Clients

    Clients

    Our clients are a dynamic group who share Patrick Finnegan’s enthusiasm and commitment to philanthropy.  They include ultra-high net worth individuals, their families, foundations and non-profit institutions.  Hardworking and entrepreneurial by nature, whether self-made or the recipients of prior generations’ legacies, our clients are vested in seeing their legacy grow to impact their families and the causes they support.

    In addition to the strong bonds we share with our clients, we maintain relationships with their CPA’s, attorneys and other professionals to ensure they are well-served with a holistic and comprehensive approach.

    Our clients’ priorities are the foundation of our relationships.  We embrace them and harness our expertise to the vast resources of our global financial services firm to recommend meaningful financial solutions and opportunities. You and your goals are at the center of all we do.

    Philosophy

    Philosophy

    We draw on Morgan Stanley’s abundant professional resources to partner with product and subject matter specialists who provide the deepest level of expertise.   This includes the scope of our global platform for investment research and manager selection, consultation on trust and estate matters, specialized lending and liability management, as well as charitable giving and other philanthropic pursuits.

    We demonstrate a steadfast commitment to trust, respect, clarity and communication which is integral to our work.  Success can only be realized if clients are confident that we understand their most complex financial circumstances and formulate a clear path to achieving their goals.

    Whether introducing a new offering, cultivating the next generation through legacy and family wealth planning, or looking at options for social impact, the best interests of our clients are first and foremost.

    Meet the Professionals

    Managing Significant Wealth

    • Investment Management
    • Wealth Transfer & Philanthropy
    • Private Banking Solutions
    • Family Governance & Wealth Education
    • Lifestyle Advisory
    • Business Services

    Insights and Outcomes

    Thought Leadership from our Morgan Stanley ARC specialists for our ultra high net worth clients, which contains thought-provoking articles, authored by some of the Advanced Resources Center’s leading experts.

    We invite you to contact us.

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    The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.

    Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice.  Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

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    See the Financial Advisors Biographies for Registration and Licensing information.

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