The Oaks Group - Morgan Stanley Team - Westlake Village, CA
Morgan Stanley
The Oaks Group
at Morgan Stanley
100 North Westlake Boulevard
Suite 200
Westlake Village, CA 91362
tel: (805) 494-0214
toll-free: (877) 494-0214
fax: (805) 494-0231
Welcome


With more than 70 years of combined investment experience* and approximately $1 billion** in assets under management, our team takes tremendous pride in helping you use your wealth to achieve what is most important to you.

That may mean providing an education to children and grandchildren, buying a vacation home, meeting
the special needs of a family member, retiring ten years early — the list is endless, and the decision is
uniquely your own.

Together, we will explore your aspirations and the life you envision. We will work with you to translate
your goals into a specific investment objective and personalized investment strategy. And then, drawing
on the team’s experience and resources of one of the world’s largest financial firms, we will structure a portfolio for you to help bring you closer to your definition of investment success.

In short, your goals become our focus, and working towards them becomes a commitment that we share.  We find tremendous joy in our daily work and with the people we are honored to serve.  

Welcome to The Oaks Group at Morgan Stanley.


*Barry Garapedian 32yrs, and Seth Haye 10yrs investment experience.
** As of June 24, 2014




Bulletin Board
  • You’ve worked hard to build your wealth for retirement. We can work with you to develop a strategy so your wealth works just as hard. To help you get the most out of life call or send us an email.

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

    “Another Brick in the Wall” Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., says the stock market has shrugged off a lot of dysfunction in Washington, unsettling news from abroad and an anemic GDP report. Stocks are working their way higher thanks to strong earnings growth.

    “In Europe, This Year Is Really Different” Politics commands the headlines, but the equity markets are looking at the improved fundamentals and they like what they see, writes Vijay Chandar, market strategist for Morgan Stanley Wealth Management.

    “The Opportunity in Japanese Equities” For most of the past two months, so-called safe haven assets like the Japanese yen rose as investors started to question global reflation, and the higher yen pushed Japanese equities to the back of the global equity pack. Lisa Shalett, who heads up Wealth Management Resources and Investment & Portfolio Strategies, says the fundamentals suggest Japan should be a leader of the pack by the end of the year.

    • Plus, look for more on economics, investment strategy, fixed income, municipal bonds and a Healthcare Q&A featuring Andy Acker of the Janus Global Life Sciences Strategy Fund.

  • 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.

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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