2011 FIVE STAR Wealth Managers - Boston University Center for ...

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Special advertiSing Section
2011
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WEAlTh MAnAgErS
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Dedication, Knowledge and
Experience to Help Secure Your Future
• Tailored wealth management strategies
• Organizing, prioritizing and implementing comprehensive financial plans
• Providing optimum personal commitment to client service
am honored to have been selected by our clients for the “Overall
Satisfaction” award two-years running. Engaging in a business life cycle,
our team provides a standard that combines analytics with execution to help
construct financial strategies to businesses while also considering personal
wealth objectives. Key areas of focus are: helping to grow enterprise value;
maximize retirement benefits; protect the value of the enterprise; plan for a
Left to right: Back row: Robert Ryan, Two-Year Winner Craig Lewis, Peter Grave
Front row: Adrian Wong, James Fitzpatrick
Areas of Focus: Financial Planning, Wealth Management, Business and Executive Services
Financial Advisors, Robert Ryan, Craig Lewis, Perter Grave; Registered Associates Adrian Wong, James Fitzpatrick
FS – 20 | ©2011 Crescendo Business Services
succession, sale or merger and family planning.
In our complex financial world, our team focuses on a time-tested
approach utilizing investment policy statements, asset allocations, asset
rebalancing, investment portfolios and non-correlating asset classes. This
institutional process has an emphasis on capital preservation. Our priority
is to provide our clients a level of service that exceeds their expectations.
125 high Street, 24th Floor • Boston, MA 02110
Phone: (617) 478-6462 • Fax: (617) 946-5104
craig.lewis@mssb.com • robert.ryan1@mssb.com • peter.grave@mssb.com
© 2011 Morgan Stanley Smith Barney LLC. Member SIPC.