The OWCM Group - Morgan Stanley Team - ESSEX, CT
Morgan Stanley
The OWCM Group
at Morgan Stanley
64 SOUTH MAIN STREET
ESSEX, CT 06426
tel: (860) 447-4851
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 December On the Markets from the Global Investment Committee featuring

    “Animal Spirits”  The pall of uncertainty that hung over the markets back in October lifted after the election, unleashing “animal spirits.” Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, explains this phenomenon and its importance.

    “Earnings Trump Uncertainty”  Morgan Stanley & Co.’s equity strategists see rising corporate earnings for the US, Europe, Japan and the emerging markets in 2017. These gains, they say, should be strong enough to buffer the equity markets from potential valuation pressures.

    “Tis the Season for Tax Swaps”  Now is the time of year for investors to capture losses in their portfolios to offset gains realized this year or in the future. Morgan Stanley Wealth Management’s team that follows closed-end and exchange-traded funds explains how it’s done.

    • Plus, look for more on economics, fixed income and alternative investments.  

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

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.
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