The Shriftman Hillman Group - Morgan Stanley

The Shriftman Hillman Group of Morgan Stanley is a wealth management team with over 40 years of combined investment experience, focused on providing a client-centered approach to financial planning. They offer expertise in retirement income planning, tax planning, estate planning, and wealth accumulation, with a commitment to their Five Core Values: Trust, Respect, Caring, Integrity, and Commitment. The team aims to break away from the traditional sales model in the financial services industry and provide a consultative, value-based approach to their clients.