Finally, we schedule regular sessions to monitor, review and adjust to make sure you stay on trackīruce Barrick, CFP ®, is a First Vice President – Wealth Management, and Portfolio Management Director for Morgan Stanley with The South Florida Group in Boca Raton Florida. We consider issues you might have overlooked that can have a significant impact on your ability to succeed as planned, and we work with you to implement a strategy, consistent with your risk profile and designed to realize your goals.
We effectively address, with equal importance, both the asset and liability sides of your balance sheet. Our consultative approach begins with an in-depth discussion of your current financial positioning and future objectives. We provide boutique-like service, while utilizing the vast resources of Morgan Stanley, a global leader in wealth management. It also means understanding our clients as individuals with unique goals, values and circumstances and providing customized solutions to help achieve those goals. It means helping you maintain the financial independence you've worked your whole lives to achieve and striving to ensure you have the means to pursue what's most important to you and your family both during your working years and in retirement.
It means developing a strong financial plan that provides a personalized roadmap as a guide to your financial success. For The South Florida Group in Boca Raton, comprehensive wealth management means more than providing our clients with solid investment advice.
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