In-Depth Market Knowledge and Financial Experience
Our Focus: Your Goals
The 1211 Group at Morgan Stanley balances the intricacies of your financial situation with the dynamics of your life. In the team’s view, accomplishing your financial objectives will require a combination of experience, process and perspective.
The partnership that became the 1211 Group was formed in 1985 by a team of professionals: Financial Advisor Stephen Ackerman, who has 45 years of experience; Financial Advisors Barry Ganz and Mark Seruya, each with 30 years of …Read More
Redefining ‘Full-Service’ Financial Management
The approach Louis C. Ciliberti, CLU, CFP, ChFC takes to providing financial services for his affluent clients boils down to eight words: Let us take care of that for you.
Estate plan design and managing investment portfolios were the initial focus of the firm’s service model. Today, if a client needs a mortgage, Ciliberti and his team bring in mortgage people. If a client wants to sell a Manhattan apartment, he’s got the attorney for the closing. For real estate in Southampton, he can suggest a …Read More
Designer Divorces Focus on Client’s Best Interests
I thought that learning my spouse was leaving me was the worst day of my life. But I had no idea I was about to lose control over my life for the next year. I would be abandoning final decisions about children and financial issues to the courts. And at least $50,000 just for the lawyers’ fees? Life was about to get a whole lot worse.
In 2009, three of Los Angeles County’s most respected family attorneys left their positions at larger law firms to establish and offer a better alternative to the traditional divorce experience. Grace A. Jamra and Basel G. Jamra …Read More
Passionately Serving the Automotive Industry
If there was ever a business built on passion, Michaels Law Group is it. Located in the beautiful Newport Beach harbor, and founded by avid car enthusiast Jonathan Michaels, Michaels Law Group exudes its founder’s love of all things automotive.
“I am incredibly fortunate,” says Michael. “If I could do anything in the world, I would spend my days surrounded by cars and car enthusiasts. It has been a passion of mine for as long as I can remember.”
But good fortune only came with relentless hard work, and clever thinking. It’s what Michael calls the opposite theory: “My philosophy has always been that if you want to be successful, you need to do the opposite of what everyone else is doing.”
Newport Beach, CA
Workers’ Compensation Defense
Helping Employers Survive in California
A national hotel chain had allowed hundreds of workers’ comp claims to spiral out of control. Faced with the prospect of devastating financial losses, the company turned to the Law Offices of Robert Wheatley for help. As a result, the client’s workers’ comp program was put back on track and the company saved an estimated $5 million.
For over 20 years, the Law Offices of Robert Wheatley has been one of the leading workers’ comp defense firms in California. With over 30 attorneys and hearing representatives, it is one of the …Read More
Health Care Reimbursement Lawyers Provide Relief Where it Hurts: In the Insurance Denial
Joy Young Stephenson set out to be a doctor, like her brother. But along the way, she realized law had a stronger pull on her than medicine did, so she became an attorney instead. She opened a practice specializing in health care and began treating patients to a brand of healing no doctor provides: She works on behalf of clients when insurance companies or government payors deny claims or dispute contract provisions. Her operating room is a courtroom. …Read More
Known for Success – and Meticulous Preparation – in Civil Cases
A man dead of cancer. Five defendants accused of seeking financial gain by withholding health care. There was something classical about the civil case. Richard J. Ryan saw it clearly. He made the jury see it, too.
When the eight-month trial ended with all defendants cleared, one of the jurors noted that the evidence had borne out what lead counsel Ryan said in his opening statement: Plaintiff was driven by a desire for vengeance against people who had nothing to do with the illness or death. …Read More
Strong on Planning, Long on Client Relationships
Lawrence J. DeNoia, CFP®, CPA and his staff at ITI Strategies had just been through Hurricane Sandy. They’d lost power, they’d lost windows, they’d lost phones.
But DeNoia, president of the firm, hadn’t lost his enthusiasm for helping people. He spoke about his financial advisory practice, and about his activities with the Rotary Club and other organizations. These memberships, he says, are not for business, although contacts sometimes become clients. …Read More
Wealth Strategies for All Market Conditions
When a widow inherited $5 million, she thought it was prudent to let a life insurance representative determine how to invest her money. Disappointed with the results, she turned to New York-based Cozzene Advisors for fresh ideas.
“We analyzed her portfolio and found the insurance salesman had put her in too many high-risk investments,” says Lewis Gelbman, MBA, RIA, RCB, principal of Cozzene Advisors. “We diversified the portfolio with an emphasis on managed futures. Now she is getting solid, consistent returns, with lower risk.” …Read More
Holistic Retirement Planning, Comprehensive Wealth Management
They’re the largest and arguably the most influential generation in history, pacesetters and tastemakers in everything from music to politics, fashion to fitness. Now, as millions of baby boomers move into retirement, they need someone to show them the way – a trusted partner with the expertise and experience to help them make the most of their retirement years. For thousands in the Kansas City metro area and beyond, that partner is Retirement Solutions Group, Inc. …Read More