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The Perry Egress Group
The Perry Egress Group
at Morgan Stanley Smith Barney
Financial Advisors
433 South Main Street
West Hartford, CT 06110
tel: 860-313-7149
toll free: 800-243-3154
fax: 860-313-7272
Kyle Egress, Christopher Perry, Elisheva Defeo
Email Us
Welcome Meet Our Group Services
Welcome

Our business is built on a single mission: to provide high-net worth clients with advice that they can trust, thereby helping them to achieve their financial goals. As your team of Financial Advisors, we believe that advice should encompass comprehensive investment and wealth management strategies, yet be tailored to clients’ long-term goals and aligned with their life values.
 
From a financial standpoint, we can help you by creating a comprehensive financial plan that analyzes your objectives, your current financial situation and your preparation for the future. This approach has enabled us to build meaningful, long-lasting relationships with our clients and their families. Our goal is to learn the things you value, adapt the resources of Morgan Stanley Smith Barney to support your financial needs and aspirations, as well as attain your complete confidence.
Services
  • 401k Rollovers
  • Education Planning
  • Insurance Services
  • Professional Portfolio Management
  • Socially Responsible Investing
  • Wealth Management
  • Women and Company®
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  • We're delighted to make available to you the latest edition of our newsletter, Dialogues. Just click on the Our Viewpoint link on the left of the screen to obtain access to it. We hope you find it informative.
  • See Special Reports for the October On the Markets featuring "A Virtuous Cycle”. A virtuous cycle has emerged, supplanting that vicious cycle of the past year, whereby financial conditions and economic activity have improved simultaneously to become mutually reinforcing influences. Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and Global Investment Strategist Charles Reinhard examine this important development. Also featured "Too Far Too Fast?” Emerging markets equities are up 60% so far this year and have doubled since their year-ago lows. Emerging Markets Strategist Barbara Reinhard weighs fundamental, valuation and investment sentiment to see if these markets have gone too far too fast.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
FEATURED REPORTS

Smith Barney Advisor (pdf)

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Portfolio Strategist - A Weekly Guide for Investors (pdf)
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