Our business is built on a single mission: to manage our clients’ wealth and provide trusted advice. This allows our clients to spend their time doing what they truly enjoy. As experienced Financial Advisors, we help clients build portfolios that reflect their objectives, lifestyle expectations, cash flow needs and desires for their family. Given the wide ranging set of investment options available in today’s marketplace, we help clients make sense of them all, instill discipline to navigate challenging markets, and provide the resources that address their financial needs.
Our Value Proposition
• We provide wealth management services that help clients manage risk, plan for their future, and retire comfortably. We focus on clients who want the strengths of a reputable firm but seek individualized advice and service.
• The wealth management environment has changed. We believe that clients today are faced with an overwhelming amount of information and need financial advice. Market conditions have changed dramatically, and formulating strategies to achieve long-term financial goals is more difficult today than it has ever been. Because of these complexities, successful wealth management requires a close working relationship between the client and the Financial Advisor.
• With each client, we listen closely to understand their needs and develop personalized strategies that address specific financial goals. Together, we select and implement appropriate strategies and meet regularly to review our progress and make adjustments accordingly. We tailor our strategies to your specific needs and goals.
• Our approach is fair and objective. Ultimately, the value we seek to deliver our clients combines trusted advice with experience and an understanding of specific needs. Our goal is to simplify your complex financial situation so that you have time to pursue your life’s passions.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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.
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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.Awards Disclosures
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
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