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 95 years of combined investment experience* and over $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 35yrs, and Seth Haye 13yrs, Gregory Givvin 49yrs, and Carlos Garcia 1yr
** As of May, 2017




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 August On the Markets from the Global Investment Committee featuring

    "Into Thin Air?" There’s a lot of talk in the media about stock market valuations being in nosebleed territory, writes Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co. Given low interest rates and low market volatility, they’re actually more down to earth.

    “Welcome to the Circular Economy" In the circular economy, resource efficiency and waste reduction is paramount, explains Lily S. Trager, director of investing with impact at Morgan Stanley Wealth Management. Products are designed so that at the end of their useful lives, they can be dissembled and the components redirected to new uses.  

    “Taking Advantage of Short-Term Market Opportunities” The Global Investment Committee already provides strategic asset allocation, with a seven-year horizon, and tactical asset allocation, with a one-year horizon. Its new “Dynamic Allocation Framework” looks at a three-month horizon, shifting allocations dynamically based on changing economic and market conditions.

    • Plus, look for more on economics, equities and fixed income investments, and a Q&A featuring Andy Rothman of Matthews Asia, a long-time China investor who talks about investment opportunities in the world’s second-largest economy.

  • 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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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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