The Grossman Wealth Advisor Group - Morgan Stanley Team - Indianapolis, IN
Morgan Stanley
The Grossman Wealth Advisor Group
at Morgan Stanley
800 East 96th Street
Suite 400
Indianapolis, IN 46240
tel: (317) 818-7349
toll-free: (800) 336-0095 
fax: (317) 489-4965
Welcome


The Grossman Wealth Advisor Group is a family team working with successful families to help them make smart decisions with their money. Our group strives to be the dependable and trusted partner for everyone whose lives we touch. We look for ways to innovate and provide a superior investment process while servicing the needs of our clients above all.

We begin by helping each client define their goals--both short and long term. We consistently collaborate with our clients on scheduled calls and in portfolio reviews to help them stay on track with their life goals. Our commitment to communication allows us to adapt to various investment environments as well as the inevitable changes in each family’s situation.

Attention to all generations of the family is essential. We share both the cheers and tears with our families. We celebrate new homes and graduations. We toast weddings and births. We also support them during the difficult times that life may deal. Ours is a lifelong commitment and our team is built for that service.




Bulletin Board
  • To see timely market recap, see Cash Market Rates Snapshot.

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

    “Moving Forward  This has been an exciting year for investors, but in a bad way: higher volatility without much return. Some of that comes from political developments, which, says Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, are difficult to analyze from an investment standpoint. Still, economics can be quantified, and Wilson notes that global growth likely bottomed months ago and important indicators are pointing upward.

    “Beyond the Brexit Vote"  UK voters surprised pundits and shocked financial markets when they voted to leave the European Union. While breaking away could take years, the markets typically don’t like such uncertainty.

    “Financials—A Catch-Up Value Opportunity”  Value stocks have been ascendant this year, but financials—the largest sector in the value indexes—so far have not participated. However, in our view, the stage is now being set. 

    • Plus, look for more on the equities, bonds and alternative investments.

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

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