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The Elm Street Group at Morgan Stanley


Southern NH


A PERSONALIZED APPROACH TO FAMILY WEALTH MANAGEMENT. At The Elm Street Group, we focus on what is most important to you. We provide the skills, strategies and resources needed to make informed, confident decisions about your life, your family and your finances. We are committed to helping make a meaningful difference in your life and strive to exceed your expectations every day. We believe wealth is about more than investments and how you manage your money. It’s about your life and the people and passions that give your life meaning. Our comprehensive and consultative approach focuses on your full financial picture – from putting your children through college and preparing for retirement to caring for aging parents and leaving a lasting legacy. As our relationship grows, we hope you will come to regard us as trusted stewards of your wealth, here to help you make more informed decisions on any financial issue you face. We are dedicated to helping you protect and build your wealth and will work to strengthen your family’s financial security for generations to come.


Professional Services


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