*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 April On the Markets from the Global Investment Committee featuring
• “Uncomfortable” Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., admits to having been apprehensive when he published a bullish cover story for the 2017 outlook in January. He argued that a global synchronous economic recovery would carry the markets higher, an out-of-consensus view at the time. So far, it’s working out.
• “Rocking Retail” Economic statistics suggest consumers have plenty to spend, but they are changing the way they’re doing it. While online sales are on the rise, store closures are soaring, writes Denny Galindo, equity strategist at Morgan Stanley Wealth Management.
• “Keeping More of What Your Investments Earn” Have you noticed that taxes are taking a big bite of your investment gains? Tax-efficient investing offers ways to enhance your aftertax returns. This article is an excerpt from a recently published Morgan Stanley Wealth Management Special Report.
• Plus, look for more on investment strategy, equities, mortgage-backed securities, municipal bonds and commodities.
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.