The Pacific Wealth Group - Morgan Stanley Team - LAKE OSWEGO, OR
Morgan Stanley
The Pacific Wealth Group
at Morgan Stanley
4800 SW MEADOWS ROAD SUITE 400
LAKE OSWEGO, OR 97035
tel: (503) 534-3413
toll-free: (866) 882-5840 

The Pacific Wealth Group consists of four Senior Partners and Portfolio Managers located in offices throughout the state of Oregon.

Sean Gabrio, CIMA in Portland
Jim Mead, CFP, CIMA in Bend
Jeff Weiler, CRPS in Lake Oswego
Scot Berryman, CFP, CIMA in Eugene

Welcome

We believe success in achieving important financial goals starts with a comprehensive wealth strategy. We will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.




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  • As Financial Advisors whose focus is on wealth management, we are aware of the special issues you face as a business owner, like creating a transition plan or finding the funds to launch a new venture. We can help with more than your personal investments—to talk to us about your business needs, too, call or email us.

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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