Organization: Croce Wealth Management – Morgan Stanley Financial Advisors
Industry: Social Services (Note: Organization primarily operates in financial services; however, relevant social services are addressed below)

Description:
While primarily a financial advisory group, Croce Wealth Management at Morgan Stanley also engages in key aspects of social services through its commitment to community financial empowerment and long-term wealth planning for families and individuals. The team provides guidance with a socially responsible investment approach, often helping clients align their portfolios with charitable goals or legacy-oriented giving. Through personalized financial education and wealth-building strategies, they support underserved populations, multi-generational wealth transfers, and charitable foundations. Their advisors are experienced in engaging with client families to promote financial literacy and sound decision-making, extending their impact beyond individual portfolios to broader community advancement. Involvement in local initiatives and offering workshops or seminars to promote financial wellness are part of their community-centered approach. As part of Morgan Stanley’s global network, Croce Wealth Management also supports philanthropic planning and donor-advised funds, enabling clients to make impactful charitable contributions. Their work fosters economic stability and resilience for clients with long-term social impact objectives.

Key Services:

– Charitable giving and philanthropic planning strategies
– Community financial literacy and education initiatives
– Legacy and multi-generational wealth transfer guidance
– Trust and estate planning with socially responsible integration
– Donor-advised fund structuring
– Customized financial wellness plans for families and individuals
– Support for nonprofits and charitable foundations through financial planning
– Educational seminars on personal finance and wealth management