The Amelia Island Group at Morgan Stanley
Categories
Financial & Investment Services
About
The Amelia Island Group at Morgan Stanley, located in Fernandina Beach, Florida, knows financial success brings challenges.
We use our knowledge and experience, working with high net worth individuals, to empower you to master the ever-increasing complexities of holistic financial planning, risk assessment, asset management, and generational wealth transfers.
Coupling the full suite of Morgan Stanley’s analytical tools with our own decades of insights, we work with you to help ensure the wealth you have earned is protected and preserved, not just so you can maintain your lifestyle, but also so it will be there for your family’s future generations.
A family legacy is more than just wealth transfer. We take a deep listening approach to our initial and regular meetings so we can understand not just your current financial situation, your existing spending patterns, and what transitions you may be facing soon, but also your family’s values.
Values are at the core of our practice. We’re family and community focused. Call us old fashioned, but we pride ourselves on taking a small-town approach to business. Once you sign up with The Amelia Island Group you become part of our extended family and community.