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Granite State Group at Morgan Stanley

Categories

Financial ServicesInvestment PlanningRetirement & Income Planning

About Us

Over the years our team has had the pleasure and honor of building long term, multi-generational relationships with some truly extraordinary families and individuals. We’ve shared in their personal successes, watched their children and businesses grow and helped provide guidance and support when they’ve needed it most. Above and beyond investing, estate and tax planning strategies, our clients count on us to help prepare them for each phase of their lives and all the twists and turns that come with the journey.

Our practice serves a broad range of clients that have successfully accumulated assets, yet desire the ability to consult regularly with dedicated advisors who can help them clarify their goals, define effective strategies to help achieve them and coordinate and manage the complexities of doing so.

Our clients include:
• Corporate Executives
• Business Owners and Entrepreneurs
• Companies and nonprofit organizations
• High net worth families
• Retirees
• Women in transition (Divorced or Widowed)
• Professionals seeking Social and Environmentally Responsible Investment Solutions to Impact Positive Societal Change

Highlights

Rep/Contact Info

Donna Boulay
Financial Advisor
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Austin Cornish
Financial Advisor
Tonya Lessard
Client Associate
Kurt Patten
Financial Advisor, CFP®