The Forte Group - Morgan Stanley Team - Palm Harbor, FL
Morgan Stanley
The Forte Group
at Morgan Stanley
4114 Woodlands Parkway
Suite 200
Palm Harbor, FL 34685
tel: (727) 773-4610
toll-free: (800) 473-7149 
fax: (727) 773-4674


Welcome

Our practice works to help our clients to live the one life they have in the best way possible, taking charge of life's transitions and opportunities in order to positively impact their futures.

When your portfolio grows, so too does its complexity and the resources needed to manage it. As Financial Advisors, we have the knowledge, experience and commitment necessary to develop a strategy for your investments on an ongoing basis, providing you with objective advice on critical financial matters.

Working closely with you, we will develop an investment strategy focused clearly on your objectives—one that reflects your lifestyle expectations, cash flow needs, risk tolerance and aspirations for your family. From there, we will help you build a portfolio informed by the resources and insight available from Morgan Stanley*, one of the world's largest financial firms.

When you look at wealth management from a long-term perspective, one thing becomes clear: it's your future, not just your money. And over time, we can help you navigate the noise and distractions of challenging markets, providing a disciplined sense of focus on what's most important—your progress toward your goals.




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  • Want a consolidated view of your financial life?  With OneView, you can organize all your account data in one place, regardless of where your accounts are held.  Learn More.

  • See October On the Markets from the Global Investment Committee featuring

    • "Retest and Rebalance" The equity market sell-off of the past few weeks is a retest of the August correction, not a judgment that the global economic recovery is faltering, says Michael Wilson, chief investment officer of Morgan Stanley Wealth Management. He believes that central bankers’ efforts to rebalance the uneven global recovery will succeed.

    • "Global Growth: Lower for Longer" The upside of a tepid and uneven global recovery is a long economic expansion, writes Joachim Fels, chief global economist of Morgan Stanley & Co.

    • "All About That Base (Case)" Adam Parker, chief US equity strategist for Morgan Stanley & Co., lays out his base case 12-month stock market forecast—2,125 on the S&P 500, up more than 7% from the Sept. 30 close.

    Plus, look for more on equities, fixed income investments and currencies.

  • Read “Your Assets are Safeguarded” for insightful information about asset segregation, FDIC and SIPC protections and Morgan Stanley capital reserves.

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. 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.
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