At the EH2 Group, we focus on providing customized advice to successful families, individuals and institutions. Our clients have built companies, given back to their communities, raised families and accumulated a considerable amount of wealth along the way. Our goal is to help each one of them address the complex financial issues that come with their financial success, so they can focus on the people, institutions and activities that enrich their lives.
Combining our own experience with the vast resources of Morgan Stanley Private Wealth Management, we provide access to an extensive range of financial management capabilities. We have the talents and tools needed to help you create and implement a comprehensive wealth strategy to support the life you want to live, and leave behind a legacy that will endure for generations.
We are primarily fee based.