We provide affluent families comprehensive, customized wealth management strategies tailored to preserving, growing, and effectively transferring wealth and values. Working with our clients, we help them achieve their life goals and reduce complexity in their lives. We deliver exceptional service coupled with state of the art, objective, independent investment advice.
* The Nelson Braun Group at Morgan Stanley Private Wealth Management - rated one of The Nation’s Top 100 Wealth Advisors by Robb Report/Worth Magazine - October 2005, October 2006, October 2007, October 2008 and October 2009
* The Nelson Braun Group at Morgan Stanley Private Wealth Management - rated among the Nation’s Top 1,000 Financial Advisors and among Washington’s Top 25 Financial Advisors by Barron’s Magazine - February 2009, February 2010, and February 2011.
* The Nelson Braun Group at Morgan Stanley Private Wealth Management - rated one of Washington’s Top 25 Wealth Advisory Teams by Washington CEO Magazine - May 2006
* The Nelson Braun Group at Morgan Stanley Private Wealth Management - rated Five Star Financial Advisors by Seattle Magazine - February 2007, February 2008 and February 2009
* The Nelson Braun Group at Morgan Stanley Private Wealth Management - rated one of America’s Top Wealth Management Teams by Registered Rep Magazine/R.J. Shook - September 2005, September 2007, September 2008 and September 2009
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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