The North Atlantic Group - Morgan Stanley Smith Barney Team - Providence, RI
Morgan Stanley Smith Barney
The North Atlantic Group
at Morgan Stanley Smith Barney
One Financial Plaza
19th floor
Providence, RI 02903
tel: (401) 863-8400
toll-free: (800) 556-7757
fax: (401) 863-8420
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L to R: Adriane B. Medeiros, Mark D. Cotroneo, Richard G. Carriere, David W. Wright, William J. Horn, Meghan O. Pike
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Welcome

Smart planning starts with asking the right questions, as well as understanding your financial needs and goals.  Only then will we provide comprehensive wealth management advice and help connect all the pieces of your financial life into a cohesive plan for the future.  It's not our practice, for example, to discuss education funding without considering its impact on your retirement.  Nor does it make sense to talk about an investment plan without first discovering what the investments need to pay for, i.e., a second home, a business start-up, a child's first down payment.  You don't separate your finances from your life; as your Financial Advisors, we won't either.




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  • You've worked hard to build your wealth for retirement. We can work with you to develop a plan so your wealth works just as hard - to help you get the most out of life after retirement.

  • As Financial Advisors whose focus is on wealth management, we know all about the special issues you face as a business owner, like creating a transition plan or finding the funds to launch a new venture. We can help with more than your personal investments—talk to us about your business needs, too.

  • See Investing and Market Insights for the May On the Markets from the Global Investment Committee featuring

    • "Here We Go Again?" After strengthening earlier in the year, US economic data has begun to weaken. We saw this "growth scare" in 2010 and 2011, and in both cases, equity markets pulled back. Is this pattern going to repeat?

    • "Seek Return of Capital via Dividends and Buybacks" In our view, return of capital remains an important theme in the US equity market. That means investors should seek companies that return capital to shareholders by raising dividends and/or buying their shares.

    • "Q&A: Running With the Recession Forecast" Lakshman Achuthan, chief operations officer of the Economic Cycle Research Institute, speaks with Charles Reinhard, Morgan Stanley Smith Barney's deputy chief investment officer, about the economic indicators behind the forecast.

    Plus, look for more on European equities, Treasury bonds, corporate bonds and municipal bonds.

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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Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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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FEATURED NEWSLETTERS

The North Atlantic Group - Brochure

Select UMA - Asset Allocation Models

FEATURED REPORTS

Global Investment Committee: Tactical Asset Allocation Change

On the Markets

Private Wealth Organizer Workbook

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Investments alone aren't enough when it comes to preparing for retirement. As a retirement focused advisor at Morgan Stanley Smith Barney we offer a level of experience and commitment to retirement advice that we think is unique in the industry. Our thorough process encompasses ten elements that are key to a successful plan.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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