The Phelps Group - Morgan Stanley Team - Madison, WI
Morgan Stanley
The Phelps Group
at Morgan Stanley
Portfolio Management Group
1241 John Q Hammons Drive
Suite 100
Madison, WI 53717
tel: (608) 829-3261
toll-free: (800) 776-7797 
fax: (608) 829-2911

What is important to you?

When we begin to work with a client, we start with an easygoing conversation about you and what you need.

Your answers to that question may be challenging to define, or even as simple as not being entirely clear to you.  We think it is perhaps the most crucial step toward helping you reach your goals.

Maybe you’re about to retire, or are thinking about transferring ownership of a family business.  Perhaps you’re considering a change in careers, or a real estate purchase.  Whatever your goals, a clearly defined and monitored wealth management plan will help increase your chances of achieving them.

At The Phelps Group at Morgan Stanley*, we believe that successful client relationships go beyond providing information, ideas and strategies.  We are committed to building a relationship with you based upon honesty and accountability.

Utilizing a combination of wisdom and experience, our team will work with you to develop and implement a comprehensive wealth plan based around the things that are important to you.  Our mission is to use the vast resources of the firm in support of your personal goals.

A different approach – comprehensive wealth management

Many Financial Advisors talk about wealth management.  But what do they really mean?  Many focus solely on investments.  However, true wealth management also involves risk management, credit and liquidity needs, estate planning and charitable giving – basically, any decision involving money that impacts your life.  At The Phelps Group, investments are merely one part of our comprehensive wealth management approach, you are the center of it.

What is wealth management?

We believe wealth management consists of two interrelated processes: Relationship Management and Investment Consulting.

Relationship management means working with you, your existing professional network, and any advisors that may assist in your overall financial life.

Investment consulting begins with discovering your goals.  We formulate an investment plan designed to help you get where you want to go, and implement that plan over time.  Ongoing monitoring, rebalancing and communication occur on a regular basis.

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: 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.
Awards Disclosures

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