Working Together

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Elm Street Group at Morgan Stanley
Working Together
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Mission Statement

• At the Elm Street Group, we help individuals and
  families accumulate, preserve and distribute
  wealth as part of a trusting and enduring
  advisory relationship. We believe that without a
  goal, there can be no plan, without a plan,
  there's no chance of success
• As financial advisors
• we listen carefully
• ask probing questions
• educate at every opportunity and
• methodically implement strategies to help solve
  problems in a highly tailored and personal manner.

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• We combine experience and objectivity with
  progressive planning and asset management
  strategies in order to help our clients achieve
  their goals.

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Our Philosophy

• We recognize that our success is determined by
  our ability to help clients accumulate, preserve
  and distribute wealth in a manner consistent with
  their very personal and confidential goals.
  Therefore, every client relationship we develop
  is unique and special, with long-term performance
  measured against written, numeric goals. We do
  not advise clients until we ourselves have met
  the high standards of due diligence we insist on.

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• This requires clients to be open and
  communicative with all information relevant to
  their life and financial goals and thorough
  analysis on our part before objective strategies
  are presented to meet clients' needs.
• Article Source http//www.learnfizz.com/amandav
  ndll/the-elm-street-group-at-morgan-stanley-workin
  g-together
• Resources
• Financial Advisor Michael Shearin
• About Us - Elm Street Group at Morgan Stanley
• Elm Street Group at Morgan Stanley - Group Detail