Paul J. Fallace

Background

About Paul J. Fallace

The Iron Harbor Group at Morgan Stanley is a team of dedicated professionals who advise affluent families, business owners and non-profit organizations on retirement planning, asset preservation strategies and portfolio management. With an emphasis on those in healthcare, cybersecurity, and the military, the Iron Harbor Group works with families and their other professional advisors in helping form, execute and monitor a comprehensive wealth management plan. Once developed, we use our vast experience to implement an investment strategy that seeks to meet our clients’ needs within their risk tolerance. We monitor each client’s wealth management plan over time to help ensure clients remain on track to pursue their stated financial goals. This attention to detail helps the Iron Harbor Group to identify and address potential obstacles to a client’s long term planning journey. Morgan Stanley’s vast resources help us adjust to navigate market conditions and attend to new objectives as they arise. Areas of focus: Services - Asset management, Retirement Planning, Estate Planning Strategies, Wealth Management, Financial Planning, 529 Plans, Long Term Care Insurance, Rollovers, Annuities and company Retirement plans.