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The Capitol Bay Group at Morgan Stanley provides advanced Financial Planning and Wealth Management for Middle Market Business Owners and Corporate Executives.
Middle Markets Business owners and Corporate Executives have many responsibilities and very little time. You need someone you can trust that can see the entire picture, get answers to your questions and drill down on the details. When it comes to financial planning, you need your business and corporate benefits to integrate with your personal plan. The Capitol Bay Group works with you and your advisors to craft an overall plan of action that accounts for financial, tax, estate, investment, cash flow, retirement and succession planning.
Our team is uniquely qualified to help you achieve your dreams and goals while simplifying your life:
Our team has both the education and experience which provide the foundation for ideas, analysis and action steps necessary to navigate complex markets and advanced planning. Our Senior Partners each have over 30 years of financial experience. Within Morgan Stanley, we have partnered with some of the most skilled advisors across the country to collaborate and work jointly with our clients.
We have advanced degrees, titles, recognitions and designations that include; The top ranked advisor in the nation in 2007, 2008 and 2009 by Barron’s Magazine (#6 in 2011), Three Certified Financial Planners (CFP), Two Certified Financial Analysts (CFA), Two Certified Investment Management Analysts (CIMA), The President of the Association of Professional Investment Consultants (APIC), Two former Certified Public Accountants (non-practicing CPAs), Two members of The Business Exit Forum’s Advisory Board.
We can work with your current advisors and/or through a Strategic Professional Alliance with The Business Exit Forum – we can bring senior professionals in to augment your current team of advisors. The Business Exit is a national, non-profit organization made up of members in the Accounting, Legal, Business Valuation, Growth Strategy, Risk Management, Investment Banking and other related fields.
Process and Tools
We use an institutional process for Wealth management that emulates those used by successful University Endowment Funds. We utilize powerful software tools for financial and estate planning as well as for wealth management. For Business Owners we use a process called The Business Owners Standard. Through our Professional Alliance with The Business Exit Forum our clients have access to many other corporate analytical tools as well.
Our firm is the largest wealth management firm in the world. This gives you access to tremendous resources such as Capital Markets, Consulting Services, Alternative Investments, Research, The Global Investment Committee and the Economies of Scale of our Fixed Income desks.
The members of The Capitol Bay Group and our extended team look forward to the opportunity to listen to you, to understand your dreams, goals and concerns. Whether you simply want a second opinion on your current course of action or you would like a fully developed plan and set of action steps – we can help. The average person works 90,000 hours in their lifetime. Grow and protect that investment by putting the resources of The Capitol Bay Group of Morgan Stanley to work for you, your business and your family.