The Fortress Group at Morgan Stanley is a financial advisory practice that advises affluent clients on all aspects of their financial lives. We take the time to fully understand our clients' financial and personal goals and work with them by providing personalized solutions and outstanding service. Comprehensive Wealth Management Tactical Asset Allocation Retirement planning Legacy planning Cash flow analysis Chartered Retirement Planning Counselor Obtained in 2008 Certified Public Accountant Obtained in 1979(currently non-practicing) 