The Oakley Wing Group - Morgan Stanley Team - ESSEX, CT
Morgan Stanley
The Oakley Wing Group
at Morgan Stanley
Portfolio Management Group
64 SOUTH MAIN STREET
ESSEX, CT 06426
tel: (860) 447-4851
toll-free: (800) 289-8890
fax: (860) 447-4850


Welcome

Our goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. We can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.




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  • Our service commitment centers around a continual assessment of your goals, investments & performance while working with your other advisors, CPAs or attorneys, to help you identify potential opportunities, reduce fees and simplify your life. To learn more, call or send an email.

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

    • "Don’t Blink" If you blinked, you would have likely missed last month’s sharp sell-off in global equity and credit markets—and the equally sharp rebound. Mike Wilson, chief investment officer of Morgan Stanley Wealth Management, says this was just the latest in a series of rolling corrections as markets adjust to tapering and anticipate the Federal Reserve’s first interest rate increase.

    • "No Signs of Hubris and Debt" Is the US stock market making a top? Not likely, says Adam Parker, chief US equity strategist for Morgan Stanley & Co., because companies are acting with restraint, not hubris. Parker says capital spending, inventories, staffing and debt are not excessive.

    • "Bonds Unbound" Nontraditional fixed income strategies may help investors withstand a rising interest rate environment. We explore how these strategies work.

    Plus, look for more on equities, fixed income investments and master limited partnerships.

  • On November 1, 2013, Morgan Stanley Chairman and CEO James Gorman announced the establishment of the Morgan Stanley Institute for Sustainable Investing.  As part of the Institute, Morgan Stanley will expand its industry-leading Investing with Impact Platform with new products, innovative thematic portfolios and groundbreaking thought leadership.
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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.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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