The Molasky Group
Welcome
Wealth, whether inherited or hard-earned, invites daunting decisions on the part of the client. Our experience has taught us that portfolio management deserves the same due diligence and care as your career and family, because there are no shortcuts to maximizing wealth or preserving a legacy. The Molasky Group offers equity strategies that focus on risk-adjusted returns to help clients grow their capital while reducing overall volatility.
Stephen Molasky, founder of The Molasky Group, is a member of the J.P. Morgan Portfolio Manager Program, an exclusive group of advisors who have passed a screening process to manage discretionary assets and are subject to ongoing qualitative and quantitative reviews.
As a wealth and portfolio manager, we aim to deliver a data-rich process that is individualized to each client's needs and is analytical and exhaustive. Unlike many in the profession, we do not work from existing models, but start with a blank slate and develop a watch list of more than 150 companies that have been scrutinized using rigorous evaluation and assessment.
We employ a research-driven approach that combines both bottom-up and top-down analysis to identify emerging sectors and industries that have the potential for growth. Our team slowly and gradually constructs diversified portfolios that may include a combination of equities, exchange-traded funds and closed-end mutual funds, and we constantly monitor positions and make changes that help pursue growth and reduce risk.
The portfolios that we build and manage speak to our desire to provide core investment vehicles for small business owners, the forgotten working class, as well as wealthy individuals and their families. By blending multigenerational resources and our differing cultural and experiential backgrounds, we bring a synergistic and complementary perspective to the decision-making process. Although our approach is laborious and exacting, we believe it helps pursue results that are in the best interests of our clients.
Meet Our Team
Insights

U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Vacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Can today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
Help your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead Now
The Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read Now
Are consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read Now
Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Vacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Can today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
Help your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead Now
The Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read Now
Are consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read Now
Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now