The McNamara Dubeau Group at Morgan Stanley combines our 40 years of experience with the Strength of Morgan Stanley, recognized as a leader in global markets since its founding in 1935, to deliver Customized Financial Planning, Investment Management, Qualified Retirement Plan Design.
Our team is committed to taking a holistic approach towards developing a customized plan for you. We listen to our clients and ask the right questions in an effort to identify their areas of financial need. We take the time to educate our clients on potential solutions and help them to develop a comfort level that provides the confidence to make the best informed decisions to address those needs. We encourage clients to take action based upon disciplined, financial planning objectives versus reactionary responses to world events, outside opinions, and emotional tendencies.
Our goal is to reduce the burden and stress of financial management so you can spend more time with your family and pursue your dreams. Our advice is offered in good conscience, founded on experience, knowledge, professionalism and confidence.