Robert Dicicco-Morgan Stanley

To thoroughly understand your objectives, your family dynamics, and your aggregated assets, and then develop a plan to manage all assets from a risk perspective – with the long term perspective of preparing your family to be financial successfully across generations.* We believe clients should ...

Our goal is to have our client's say, "I don't worry about my investments because I know you are taking care of them." We provide comprehensive, personalized financial strategies for our customers so they can live out their dreams, retire with income security and tax efficiently transfer wealth t...

Combining our experience with the resources of Morgan Stanley, we help wealthy families address the complex challenges of managing significant wealth.