The Haas Group at Morgan Stanley* is a premier provider of high quality financial planning & investment advice to individuals & institutions. We have over 71 years of combined experience and over $400 million in client assets under advisement.
Our goal is to guide our clients through changing market environments and their evolving financial needs and we help them shape the future they envision. Ultimately, we help them meet their financial goals.
We are backed by the global strength and resources of Morgan Stanley* which offers our clients access to a broad array of products and services. However, we don't limit ourselves to our firm's solutions and we strongly believe in providing our clients open architecture access to best of breed money managers.
We work with honesty and integrity to provide exceptional client experiences for life and our entire practice is built on the foundation of seeking to do what's best for our clients.
You may know others who would benefit from receiving the breadth of advice they and their wealth deserve. As someone who understands the value of working with an experienced Financial Advisor, we invite you to introduce your family, friends and business associates to our services.
Whenever the market is up or down 150 points, the 150 Point Letter posted under Investing & Market Insights, will provide insight. Whenever you have questions about market activity, please contact us.
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.
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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. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. 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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