The Northwest Compass Group at Morgan Stanley* consists of five highly experienced professionals in the fields of financial planning and investment management. With more than 80 years of collective industry experience and the substantial resources of MSSB, our team is positioned to help individuals and families achieve a wide range of financial goals.*
We develop customized financial plans and tailor investment programs around your unique circumstances and needs and we work hard to help make sure you stay on track for the long term. Our team is very committed to making a difference in our client’s lives. The breadth of our team allows us to draw upon the individual experience of each of our partners and deliver exceptional service and support to the clients that we serve.
* Please refer to our team’s bio page for team members and individual years of experience
Our service commitment centers around a continual assessment of your goals, investments & performance while working with your other advisors, CPAs or attorneys, to help you identify potential opportunities, reduce fees and simplify your life. To learn more, call or send an email.
You've worked hard to build your retirement assets. Isn't it time they were professionally managed? Call or E-mail us for more information about our Portfolio Management Program.
The Free Forever IRASM Add, transfer and/or roll over $100,000 or more to a Morgan Stanley IRA during 2013 and we will waive your annual maintenance fee for the life of the account. Other product fees and charges apply (e.g., commissions).
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.
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 .
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