For the past 15+ years I have provided personal investment and financial planning advice to senior executives and owners/professionals of high-quality businesses. I head up a team of specialists that help our clients think through complex and challenging financial decisions.
What makes us different from other financial professionals is that we focus our work on the fundamental financial concept of "Core Capital." In calculating and understanding a client's Core Capital position, we can evaluate and quantify the mathematics, compounding and income assets will need to generate in the future.
As one of Morgan Stanley Wealth Management's senior portfolio management directors, I am directly responsible for the management of three specialized investment models that are built to achieve Core Capital success. Inappropriate investment strategies and longevity are the main risks for all of us and, for many people, these two risks are currently paired together. We keep this from happening to our clients.
- Professional Portfolio Management
- Asset Management
- Wealth Management
- Financial Planning
- Retirement Planning
- Estate Planning
- Education Planning
- Executive Financial Services
- Lending Services
- Life Insurance
- Long Term Care Insurance
Daniel M. Steinberg holds the following registrations:
Securities Agent: AZ, CA, CO, FL, HI, IL, IN, MI, MN, MO, NC, NJ, NV, NY, OH, SC, TX, UT, VA, WI;
General Securities Representative;
Investment Advisor Representative;
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.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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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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