The Table Rock Group at Morgan Stanley is a dedicated financial consulting team based in Glens Falls, New York, specializing in comprehensive wealth management and investment strategies. As part of the global Morgan Stanley network, the group offers high-quality financial services grounded in decades of industry expertise and backed by the robust resources of a premier financial institution. The team focuses on serving individuals, families, and business owners with tailored strategies that align with clients’ life goals, risk tolerance, and financial circumstances.

Their approach centers on long-term relationships and personalized service, offering guidance on investments, retirement planning, estate planning strategies, and more. With a deep understanding of changing market conditions and a client-first philosophy, The Table Rock Group provides objective advice and disciplined portfolio management. They are known for their commitment to financial education and often engage with the local community through seminars and community outreach.

The group is especially equipped to serve multigenerational families and closely held businesses, offering succession strategies and legacy planning. Clients benefit from Morgan Stanley’s broad research capabilities, digital resources, and institutional-grade solutions, adapted to meet individual needs. Their client-centric focus and deep industry knowledge allow them to help navigate the complexities of wealth with clarity and confidence.

Website: https://advisor.morganstanley.com/the-table-rock-group

Key Services:

– Comprehensive wealth management and financial planning
– Investment strategy and portfolio management
– Retirement planning solutions
– Estate and legacy planning strategies
– Insurance and risk management consulting
– Business succession planning
– Access to Morgan Stanley global market research
– Philanthropic and charitable giving strategies