The Stanek Group at Morgan Stanley

  • Booth: 8096

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


Call us at 855-MC-SHOWS