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Welcome
The Sedgewood Group at Morgan Stanley Smith Barney is a financial planning and wealth management team dedicated to serving individuals and small businesses in the pursuit of growth and preservation of their net worth. Through experienced Financial Advisors, the Sedgewood Group can act as your primary financial advisor during the life stages of financial planning - saving for education, developing a retirement plan that will last a lifetime, building wealth, insuring for long term care, and establishing an estate plan to transfer wealth based on your needs. The Sedgewood Group can collaborate with your other advisors (i.e. Accountant and Attorney) to help ensure all aspects of your financial plan are coordinated to meet your goals.Bulletin Board
We are very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. We will do our utmost to meet your highest expectations.
Whenever the market is up or down 100 points, the 100 Point Commentary posted in Market Insights, will provide insight. Whenever you have questions about market activity, please contact us.
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.
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The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.
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