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 July On the Markets from the Global Investment Committee featuring

    • "Ring-Fenced" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, says the Greek debt crisis was not unexpected and, in fact, has been “ring-fenced” by global financial institutions. While there may be market volatility, he does not expect fiscal contagion that could derail the global recovery.

    • "US Fiscal Policy Could Boost Growth" Tax revenues are rising much faster than spending and, given low interest rates, the US debt-to-GDP ratio is shrinking, too. Lisa Shalett, head of investment and portfolio strategies at Morgan Stanley Wealth Management, writes that these developments mean fiscal policy can be more stimulative for the economy just as monetary policy becomes less so.

    • "Higher-Dividend Stocks for a Higher-Yield Environment" A long period of ultralow interest rates has created distortions among high-yielding stocks, making traditional dividend plays less attractive, writes Adam S. Parker, chief US equity strategist for Morgan Stanley & Co. Parker identifies the sectors in which the most compelling dividend opportunities may be found.

    Plus, look for more on equities and bonds, and a question-and-answer session with a veteran manager of Japanese stocks.

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.
Awards Disclosures

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