Our team provides distinct value through offering a consolidated and simplified financial strategy for you and your family. Clients typically come to us with a particular concern or question which then leads to a broader discussion about their overall financial strategy. We take the approach that each stage of life will bring unique issues you haven't encountered yet. It may be the first time you and your family have had a child, sold your business, received stock options or talked about retirement. It's during these times that you can enjoy the confidence and ease of having extensive financial resources available to you in one place. If you are looking at using The Monarch Group for financial advice, many of our clients are affluent individuals and families who need guidance navigating the wide-ranging issues associated with the accumulation of wealth. These include the management of their investments, trusts, estates and most of all, ensuring they are taking advantage of every resource available to make their financial lives more secure. Through the success of clients like these, our team now manages more than $1 Billion*, a testament to the trust our clients place in us and our capability to address their issues effectively. *As of April 1, 2019 2020 Morgan Stanley Smith Barney LLC (MSSB), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html NMLS#: 1380604