Welcome to The MCM Group at Morgan Stanley Smith Barney.  Our group serves select private clients with a wealth of experience.  We are honored that our team member Matthew S. Coe has been recognized by New Jersey Monthly in its selection of “New Jersey 2011 Wealth Managers.”

As a team that focuses on financial planning, we go far beyond providing investment advice to our select clients.  We offer wealth management insights and comprehensive planning to help our clients protect, grow, and transfer their wealth.  Our asset management approach seeks to enhance the after-tax total rate of return while providing necessary liquidity.  We aim to develop a strategy that encompasses financial concerns and addresses both sides of your balance sheet.

You are invited to explore the many informative features of our site, from market updates to educational articles.  The site will be updated regularly, so we invite you to check back.  Finally, please do not hesitate to contact us with your financial needs by calling the toll-free number above or by clicking on the Email Us link.  Thank you.

New clients accepted by referral only.



Five Star Professional, as a third-party research firm, administers a survey, by mail and phone, to 1 in 4 high-net-worth households and registered financial services representatives to evaluate the wealth managers in a metropolitan area. The evaluation is based on nine criteria, including customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post sale service, quality of recommendations, and overall satisfaction. After review by a panel of local industry experts and a review of regulatory history, Five Star Professional determines the final list of Five Star Wealth Managers scoring highest in overall satisfaction and representing less than 7% of the wealth managers in the metropolitan area. 
- Five Star Wealth Managers do not pay a fee to be included in the research or the final list of Five Star Wealth Managers.
- Only wealth managers with more than five years of experience in the financial services industry are considered.
- The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client's experience.
- The Five Star award is not indicative of the Financial Advisor's future performance.
- Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets.
- The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional.
- Neither Morgan Stanley Smith Barney nor its Financial Advisors pay a fee to Five Star Professional in exchange for the rating.
- Please keep in mind that working with a Five Star Wealth Manager is no guarantee as to the future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future. For more information on the Five Star Award and the research/selection methodology, go to: fivestarprofessional.com