The Legacy Group - Morgan Stanley Team - LAGUNA NIGUEL, CA
Morgan Stanley
The Legacy Group
at Morgan Stanley
Consulting Group
28202 CABOT RD STE 500
LAGUNA NIGUEL, CA 92677
tel: (949) 365-5375
toll-free: (800) 965-2576
fax: (949) 365-5398

Walter Kaminski of The Legacy Group

Welcome

It is literally true that you can succeed best and quickest by helping others to succeed.  - Napoleon Hill

The Legacy Group was founded to provide you the best of both worlds. A primary financial advisor focused on you and your families’ personal needs, and a group of like-minded advisors available to collaborate and support each other for your benefit.

We are focused on helping affluent individuals and families by providing:

  • A First-class wealth management experience

  • Customized strategies for you and your family

  • Global intellectual capital, investments and specialists


Our core competencies and services:

  • Investment Advisory and Management

  • Retirement, Trust & Estates, and Business Succession Planning Strategies

  • Insurance, Access to Private Banking & Lending Solutions


You should expect the following working with us:

  • Direct access to your advisor and our team

  • Proactive communication and prompt return of phone calls and emails

  • Periodic reviews seeking to ensure your strategies are successful


Advisors of The Legacy Group are passionate in their belief that comprehensive wealth management comes from truly understanding our clients and knowing their needs. We are very proud of the services we have delivered to our clients over the years, and strive for continued success in the decades to come.

Together and independently, we are here to support you and your family. Please review our biographies and choose the advisor best suited for your needs.

We look forward to celebrating your successes.




Bulletin Board
  • 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.

  • 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.

  • See August On the Markets from the Global Investment Committee featuring

    • "Transition Time" The Federal Reserve has continually told investors that they would be very patient and slow to raise short-term interest rates. Now, strong employment data has raised the possibility of sooner-than-expected rate hikes, says Mike Wilson, chief investment officer of Morgan Stanley Wealth Management, and markets could continue to be volatile until they have fully recalibrated to an accelerated timetable.

    • "Fishing for Stocks in the Market’s Midstream" The cheapest stocks in the S&P 500—those with the lowest price/earnings ratios—are not necessarily the best stocks to own at this point in the market cycle. The better investments appear to be closer to the market averages.

    • "Keep an Opportunistic Eye on Mexico and India" Emerging market equities have performed well so far this year, but the Global Investment Committee is underweight in the asset class for a number of reasons, including rich valuations and a vulnerability to rising US interest rates. That said, Mexico and India stand apart. Political change and economic reforms could make them future stars.

    Plus, look for more on economics, fixed income investments and real estate.

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.
Awards Disclosures

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