Pacific Wealth Management Group - Morgan Stanley Team - Bellevue, WA
Morgan Stanley
Pacific Wealth Management Group
at Morgan Stanley
Corporate Client Group
225 108th Ave NE, Suite 800
Bellevue, WA 98004
tel: (425) 455-8060
toll-free: (866) 865-3699 
fax: (425) 462-0651


"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.

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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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