Beckwith Carver Group - Morgan Stanley Team - Bellevue, WA

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Beckwith Carver Group
at Morgan Stanley
Direct: (425) 453-3499   
Branch: (425) 453-5800     Fax: (425) 453-5802
Mail: 500 108th Avenue NE  Suite 1900, Bellevue, WA 98004

Financial Solutions

Through Morgan Stanley, our clients have access to a broad range of financial solutions. These solutions may include both the firm's product and service offerings, as well as those from third-party providers like insurance companies and mutual fund families. As your Financial Advisor, we will work with you to identify appropriate investments that are specific to your individual needs and circumstances. Please contact us to learn more about our areas of focus.

    Managed Accounts and Advisory Solutions
    With our Managed Accounts and Advisory Solutions, we will work with you to develop and monitor an individual portfolio that is tailored to your personal objectives. Our solutions provide customized portfolio construction and asset allocation, as well as professional portfolio management. You can select from a wide range of programs--each with their own unique features, and all based on the firm's consultative approach to investing.
    • Financial Advisor- and Client-Directed Programs
    • Separately Managed Account Programs
    • Unified Managed Account Program
    Personal Retirement Planning
    We can work with you to identify your individual retirement needs and create an action plan for achieving the retirement lifestyle you imagine.
    • IRA Rollovers
    • Roth Conversions
    • Traditional, Roth, Inherited IRAs
    Planning
    Careful planning can be crucial to nearly any financial goal. Whether you want to comfortably retire, save for your children or grandchildren's college, or maximize the legacy you can leave your heirs, we can assist you with reviewing your situation and help determine appropriate strategies. Our planning services include:
    • Education Planning
    • Estate Planning
    • Life Insurance
    • Long Term Care Insurance
    • Personal Trust
    • Retirement Planning
    Investments, Cash Management and Lending
    We offer an array of solutions for both your near-term priorities and long-term objectives.
    • 529 Plans
    • Cash Management Services
    • Closed-End Funds
    • Credit and Lending Services
    • Equities
    • Fixed Income
    • IRAs
    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

    This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

    Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. MSSB does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail. Any profiles and associated content are for U.S. residents only.

    Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

    The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.

    Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

    Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

    Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
    Awards Disclosures
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