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 December On the Markets from the Global Investment Committee featuring

    “Animal Spirits”  The pall of uncertainty that hung over the markets back in October lifted after the election, unleashing “animal spirits.” Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, explains this phenomenon and its importance.

    “Earnings Trump Uncertainty”  Morgan Stanley & Co.’s equity strategists see rising corporate earnings for the US, Europe, Japan and the emerging markets in 2017. These gains, they say, should be strong enough to buffer the equity markets from potential valuation pressures.

    “Tis the Season for Tax Swaps”  Now is the time of year for investors to capture losses in their portfolios to offset gains realized this year or in the future. Morgan Stanley Wealth Management’s team that follows closed-end and exchange-traded funds explains how it’s done.

    • Plus, look for more on economics, fixed income and alternative investments.  

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

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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