The Stanek Group at Morgan Stanley
Helping dealers be financially independent of their business
As a dealer, it is likely you are faced with an increasingly complex environment, which makes your wealth planning more challenging. Proper guidance can be a critical component of your long-term success. Dealership owners face many business and personal decisions which includes minimizing tax, protecting wealth, exit planning, estate planning, and investment management which all require thorough analysis. We specialize in working with dealership owners on developing their total financial picture. Whether you are building your dealership or looking to sell, having somebody that understands you and the industry you're in is key to establishing your ideal financial picture for you and your family.
Brands: Financial Services - Morgan Stanley Wealth Management