The Breakwater Group - Morgan Stanley Team - Portland, ME
Morgan Stanley
The Breakwater Group
at Morgan Stanley
100 Middle St
Third Floor
Portland, ME 04101
tel: (207) 871-7315
Welcome

For Individuals and Families

Achieving the financial well being you seek requires creating a thorough, integrated life plan. We begin each relationship by listening and learning about each client to fully understand their personal situation.  Establishing a relationship built on trust is the foundation of our work together. 


For Business Owners

We are dedicated to helping business owners manage the multiple priorities of their personal and business assets. This includes providing them with professional support to help them establish, grow and exit their businesses. We focus on working with closely held business owners and have a specific emphasis on business transition planning.




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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.

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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.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only.
*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. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  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.
Awards Disclosures

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