As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Our process is founded on the following formulas: WM = IC + AP + RM (Wealth Management = Investment Consulting + Advanced Planning + Relationship Management).
AP = WP + WE + WT + CG (Advanced Planning = Wealth Preservation + Wealth Enhancement + Wealth Transfer + Charitable Giving). Perhaps the most important aspect of your financial profile is to preserve the wealth you have accumulated to leave a lasting legacy to those who are most important to you. We are well versed in the various vehicles available to help you meet these goals.
RM = ERM + CRM (Relationship Management = Expert Relationship Management + Client Relationship Management). We have at your disposal a referral network of the finest experts in the region in matters regarding tax planning, estate planning, corporate law, etc. In order to make sure you are contacted according to your wishes we have an automated contact system that insures you are contacted at the proper intervals and your periodic reviews are scheduled regularly.
Once we conduct our initial discovery meeting we create a “Total Client Profile” which becomes a living document that is revisited during our systematic client reviews. You receive a copy of your “Total Client Profile” at your first review and when there are changes to your circumstances we update your document to keep it current. We seek to fill gaps between what you have and what you want.
We keep the number of relationships in our practice low so that we can provide the best service possible. However, every year we have a small increase in capacity which allows us to offer a unique service. Dubbed our “Second Opinion Service”, we are willing to perform a discovery meeting for anyone who you feel could benefit from the services we provide you. If during our discovery process we find that the person you have referred us is already well taken care of, we will simply confirm so.
For the latest news and reports on market volatility, see Investing & Market Insights.
- Cut through the clutter! External Insights delivers exclusive content from money managers, economists, academics and other financial professionals.
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.
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. 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
Morgan Stanley Smith Barney
Log into your portfolio
Investments services are offered through Morgan Stanley Smith Barney LLC, member SIPC.
© Morgan Stanley Smith Barney.