Harmony Family Office - Morgan Stanley Team - Chesterfield, MO
Morgan Stanley
Harmony Family Office
at Morgan Stanley
Portfolio Management Group
14805 North Outer Forty Road
Suite 200
Chesterfield, MO 63017
tel: (314) 889-4862
toll-free: (855) 467-7264
fax: (636) 733-7660
Welcome

Our financial planning practice seeks to serve a select group of families who are interested in integrating traditional brokerage and asset management needs with all other aspects of a family’s financial goals and needs.  We strive to go beyond providing traditional investment advice.  The correct investments are important, but a professional financial plan is not based solely on asset selection and management, but comes from knowing more about you and your family.  As such, we will have conversations that may not be typical of traditional financial advisor relationships.  Instead, we will ask questions that help us understand more about your goals and concerns and how they are impacted by financial topics.  Our focus will be on the details of your family’s life, thereby allowing us to help develop a comprehensive financial plan that seeks to provide your roadmap towards alleviating your concerns and achieving your life’s goals.




Bulletin Board
  • Meet with us and our specialists to discuss valuable ideas and individually tailored wealth planning strategies to help you preserve your wealth

  • As parents, are you concerned that your children will not be prepared to productively use the inheritance that you may pass on to them? Or are you disappointed that none of your children are interested in taking over the family enterprise? If you would like to learn more about choices available to you, please call or email us.

  • How would you like to organize all of your account data in one location, regardless of where your accounts are held, giving you an integrated view of your financial picture? We have a solution – OneView. Learn about the key benefits of OneView by watching this short video.

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

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. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley 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.html. Any profiles and associated content are for U.S. residents only
*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.
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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