We assist entrepreneurs, business owners, and professionals in need of sophisticated and personalized financial advice. Provide comprehensive and objective wealth-management services, to help our clients generate sufficient investment income to sustain current lifestyles now and through their retirement.
Estate planning can help reduce taxes and maximize the amount you can pass on to your heirs. If you would like to learn more, call or send an email. Morgan Stanley Smith Barney LLC and its Financial Advisors do not provide tax or legal advice.
- Starting in 2013, high-income individuals will face additional federal tax changes because of the Patient Protection and Affordable Care Act, also known as Obamacare. Learn more about the new Medicare taxes on wages and investment income, as well as strategies to help minimize your tax burden.
El Camino Group at Morgan Stanley was recently selected as a 2012 Premier Advisor in Silicon Valley by the National Association of Board Certified Advisory Practices. The awards were published in the September 21st edition of the Silicon Valley/San Jose Business Journal. NABCAP is a nationally registered 501(c)(3) nonprofit organization, which created a discerning process to help identify the top quality advisory practices in order to better serve the investing community.Source: NABCAP: "Premier Wealth Advisors", Omaha Magazine [insert Month Date], 2012, Over 5000 direct contacts and over 40000 indirect contacts were made to seek participation and/or nomination of participants in the Premier Wealth Advisor Program. The number of individuals contacted varies based on the size of the local market. NABCAP uses a methodology that it has created that includes both quantitative and qualitative criteria including, but not limited to financial planning, education, experience, and compliance record. NABCAP contracts with Rank Premier Advisors to administer its evaluation process. NABCAP's evaluation and ranking program (including the evaluation and validation process and the list of NABCAP Premier Advisors) is an independent third-party assessment based on objective, unbiased questions ("Program"). The Program is structured to ensure a comprehensive and objective evaluation of financial advisory practices. NABCAP's methodology includes, but is not limited to (i) average assets per client, (ii) average number of clients per advisor, (iii) financial advisor to support staff ratio, and (iv) financial advisor and support staff credentials/designations. For more information on NABCAP's methodology go to nabcap.org.
-Premier Wealth Advisors do not pay a fee to be included in the final list of NABCAP Premier Wealth Advisors.
-The overall evaluation score of a wealth manager may not be representative of any one client's evaluation.
-The inclusion of a wealth manager on the list should not be construed as an endorsement of the wealth manager by NABCAP or Omaha Magazine.
-The rating is not indicative of the Financial Advisor's future performance.