*Barry Garapedian 32yrs, and Seth Haye 10yrs investment experience.
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.
** As of June 24, 2014
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 March On the Markets from the Global Investment Committee featuring
• “The Envelope, Please!” Stocks and bonds typically move in opposite directions depending on market expectations for economic growth, writes Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co. Stocks like growth, bonds do not. So far this year, both markets are rallying. Which one is right?
• “Fiscal Easing Near Full Employment” Aggressive fiscal policy is usually an antidote for high unemployment. Now, unemployment is low and forecasted to go lower yet President Trump campaigned on a stimulus platform. How will it play out? Hard to say, says Andrew Sheets, Morgan Stanley & Co.’s chief cross-asset strategist, because there are so few examples.
• “Why We Are Bullish on China” Morgan Stanley & Co.’s economists and strategists recently published a major report on their long-term outlook for China. They see the country becoming a high-income nation (as defined by the World Bank guidelines) within the next 10 years. If so, that has major consequences inside and out of the country.
• Plus, look for more on investment strategy, equities, bonds and alternative investments.
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.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.