Successful people, partnerships and families have goals and aspirations that drive their personal and professional success. Parents want to create better opportunities for their children, a child wants to rise above the success of their parents, and a business owner or executive wants to create an environment that motivates employees to achieve results for the organization. The list of unique driving forces is endless, but all have one thing in common; the desire to make the best decisions in pursuit of these goals. The key challenges are to consider the range of options, select the correct decisions, execute effectively and prepare for unlikely or unexpected outcomes. The Kallenekos Marino Group at Morgan Stanley Wealth Management has over 60 years of combined experience* servicing executives, business owners and their families who want to make optimal decisions in the pursuit of their goals. Our proprietary process involves understanding and updating our clients needs and objectives through a thorough and continuous discovery process. The specific experience of each member of our team is put to work for our clients in the following areas: executive compensation and benefits, advanced estate planning strategies and charitable giving, tax- and cost- conscious investment management, retirement planning, financial planning, client service and relationship management. Through this process, we strive to have our clients questions and doubts transformed into decisions made with confidence. For a complimentary confidential review of your current plan and initial conversation contact us at (212) 503-2324. *Please see the team website, for details about the members, their functional titles and their individual years of experience.