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Welcome
The Lansat Group at Morgan Stanley* is a family team who helps other families to achieve their financial, social and legacy aspirations. We strive to accomplish this by an unwavering commitment to Private Wealth Management. The Lansat Group seeks to offer the unique personal experience of an elite financial boutique. Being a part of one of the largest and strongest financial firms in the world allows our team to provide clients with a truly differentiated experience.
Our goal is to help preserve and grow the wealth of our clients. We look to achieve this by understanding our clients broadly and deeply enough to find opportunities that add value to their financial objectives and life aspirations. We can then determine what’s really important and develop actionable, flexible strategies to help them meet their financial needs.
After getting to know our clients and their families, we hope to anticipate changing circumstances and advise accordingly on what appropriate investment strategies for them to make.
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We are very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. We will do our utmost to meet your highest expectations.
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. 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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .
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