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Guiding a Widow to Financial Independence

Ms. Morelli, a newly widowed 62 year-old woman with two grown children, came to Massey Quick Simon at the suggestion of a friend. Her late husband had managed all of their investments without the assistance of an outside advisor. He had kept Ms. Morelli in the loop in a general sense but she had never been intimately involved in the day-to-day transactions or composition of their joint portfolio. Composed, yet eager to build an understanding of her estate, Ms. Morelli looked to Massey Quick Simon for guidance and organization as she entered the next phase of her life.

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Moving Away From Self-Directed Investing

Mr. Shepherd, a successful businessman, had numerous investments made on the recommendation of friends, brokers and other financial professionals. As his accounts grew, he recognized that he needed someone to conduct more thorough due diligence on his current and prospective investment managers, advise him on the proper balance for the portfolio and provide a consolidated statement.

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Managing a Liquidity Event

The Jones family built a successful manufacturing company in the Midwest over three generations. In 2005, a competitor made a generous offer for the company. The offer, which combined cash and stock in a publicly traded company, was too good to pass up. It was a bittersweet decision that presented a unique set of issues and opportunities for this multi-generational family.

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Tired of Wall Street

Mr. Brown had a long-standing relationship with the private wealth management division of a prestigious investment bank. Over time, he felt his advisor lacked objectivity and was more interested in selling him products than in guiding him to his long-term goals. He began looking for an independent advisor to provide him with objective advice without the conflicts of interest inherent in internal investment product sales.

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