The Lineage Group - Morgan Stanley

Services Offered

• Investment management
• Retirement planning
• Wealth management

About

The Lineage Group is a financial consulting firm based in Wellesley, Massachusetts, affiliated with Morgan Stanley. The firm provides a range of financial services including investment management, retirement planning, and wealth management strategies. They focus on delivering personalized financial advice tailored to the unique needs of their clients. The Lineage Group serves individuals and families looking to build and preserve their wealth over time.

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