Areas of focus: CERTIFIED FINANCIAL PLANNER Family Wealth Director Portfolio Manager Director NMLS#: 176201 Our goal is for you and future generations to enjoy your wealth without worry. To help you achieve that, we begin with a comprehensive wealth management process that combines relationship management, advanced planning and investment consulting as we seek to add discipline to what can be a very complicated and emotional planning process. Our hope is clients will feel like they are working with a small boutique firm, while benefiting from the strength and scope of resources a global firm like Morgan Stanley can offer. The Granite State Group at Morgan Stanley advises a select group of affluent families who have typically built their wealth entrepreneurially. By guiding our clients through an extensive discovery process, we approach each family as a unique entity where the end result is a very personalized wealth management experience. As a Family Wealth Director (awarded to a limited number of the advisors at the firm) I provide our clients access to the full breadth of personalized advisor services (family office-like experience) tailored to help meet their wealth management and investment goals. For more information call or email Kurt at 603-629-0249 or