"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.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
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.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .Awards Disclosures
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