Thomas Perrone

Background

About Thomas Perrone

Do you have a plan? You plan your vacations. Your weekends. Even your meals. But what about your retirement and other financial needs? At the Perrone Wealth Management Group at Morgan Stanley, planning is our focus. It's the way we do business, and as a result, we dedicate resources to the planning process that are not always available from other sources: Greater Depth We test our recommendations against a variety of scenarios to gauge their effectiveness in even unfavorable environments. Our retirement income strategies, for example, are based on life expectancy of 100 years to reduce the possibility of a shortfall when you need it most. Greater Commitment Our team offers the services of two qualified Certified Financial Planner™ professionals but the fact is that everyone in The Perrone Wealth Management Group is intimately involved in every plan we create. Our goal is to provide you with not only a realistic assessment of where you are in relation to your objectives, but with recommendations to help you achieve those objectives in the timeframe required. Greater Scope Our in-depth planning process goes far beyond our clients' investment portfolios to encompass both sides of their personal balance sheets and aspects of their financial lives as varied as estate planning and lending strategies. The primary goal of the Perrone Wealth Management Group is to help simplify your life by constructing a detailed, comprehensive roadmap to help meet all of your financial goals.