Our clients serve as the foundation of our practice and the motivation for all that we do.
The Pacific Wealth Management Group at Morgan Stanley* provides affluent families a depth of knowledge and experience to back up our commitment to their success. Personal attention, open communication, and exemplary service stand as the pillars of our client relationships.
We employ a consultative process to explore and address each client’s advanced planning goals and needs. We begin with a discovery discussion to better understand our clients and what they want to accomplish, followed by a quantitative analysis of correlations, risks, cash flows, and asset classes. We then combine those two aspects of wealth management in order to develop an initial plan and investment policy.
Our clients’ major concerns are preserving wealth, tax management, transferring assets to future generations, protecting themselves from liability, and charitable giving. To effectively offer this depth of service and experience, we limit our practice to a select group of individuals and families for whom we can have the maximum impact.
Financial Times Top 400 Financial Advisors
As published April 11th, 2013 in the US and European editions of the Financial Times, Pacific Wealth Management Group and Morgan Stanley Wealth Management U.S. are proud to announce that our managing partner and Wealth Advisor, Dale T. Miller, was selected as a Financial Times Top 400 Wealth Advisor for 2013.
For more information, please view the complete report available here:
Pacific Wealth Management Group at Morgan Stanley was selected as a 2011 National Premier Advisor by NABCAP (National Association of Board Certified Advisory Practices) as Exemplary Advisors in Risk Management. NABCAP is a nationally registered 501(c)(3) nonprofit organization, which created a discerning process to help identify the top quality advisory practices in order to better serve the investing community.
Source: NABCAP: “Premier Wealth Advisors”, Seattle Magazine December 2011, Over 5000 direct contacts and over 40000 indirect contacts were made to seek participation and/or nomination of participants in the Premier Wealth Advisor Program. The number of individuals contacted varies based on the size of the local market. NABCAP uses a methodology that it has created that includes both quantitative and qualitative criteria including, but not limited to financial planning, education, experience, and compliance record. NABCAP contracts with Rank Premier Advisors to administer its evaluation process. NABCAP’s evaluation and ranking program (including the evaluation and validation process and the list of NABCAP Premier Advisors) is an independent third-party assessment based on objective, unbiased questions (“Program”). The Program is structured to ensure a comprehensive and objective evaluation of financial advisory practices. NABCAP’s methodology includes, but is not limited to (i) average assets per client, (ii) average number of clients per advisor, (iii) financial advisor to support staff ratio, and (iv) financial advisor and support staff credentials/designations. For more information on NABCAP's methodology go to nabcap.org.
- Neither Premier Wealth Advisors nor Morgan Stanley pays a fee to be included in the final list of NABCAP Premier Wealth Advisors.
- The overall evaluation score of a wealth manager may not be representative of any one client’s evaluation.
- The inclusion of a wealth manager on the list should not be construed as an endorsement of the wealth manager by NABCAP or Seattle Magazine.
- The rating is not indicative of the Financial Advisor's future performance.
See May On the Markets from the Global Investment Committee featuring
• "Don’t Get Caught Flat- Footed" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, sees investing as a contact sport. There are times you are going to get hurt, but if you don’t play with a purpose, you are likely to hurt a lot worse.
• "Growth a Little Later, Rate Hike a Little Sooner" First-quarter US economic data was disappointing, but we expect better reports as the year progresses. We now anticipate the Fed hiking interest rates in December instead of March 2016, our previous forecast.
• "Still Bullish on Global Equities" Morgan Stanley & Co. strategists see the greatest upside potential in Europe, Japan and the US, and the least in the emerging markets.
Plus, more on equities, fixed income securities and a Q&A on global investing with Carmel Wellso, director of research and a fund manager for Janus Funds.