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
Welcome


What is important to you?

As you consider life-altering decisions such as a career change, retirement, real estate investments or transferring ownership of a family business, a comprehensive wealth management strategy becomes an integral aspect of the decision-making process. What is important as you experience significant milestones will likely change and adapt, as should your financial strategy.

What is wealth management and what does it include?

Beyond focusing exclusively on investments, true comprehensive wealth management incorporates many factors of your complete financial picture, such as risk management, credit and liquidity needs, estate planning strategies and charitable giving – essentially any decision involving finances that impact your life.

With the Phelps Group, your needs are the priority of our business. Investments are merely one aspect of an extensive wealth management approach. By utilizing our in-depth experience and industry knowledge, we work closely with our clients to develop and implement a customized wealth plan which recognizes your overall goals and relevant time frame to realize them.

A primary component of the culture at The Phelps Group stems from our ongoing communication with clients. We understand that successful relationships extend well beyond providing information, ideas and strategies. With regularly scheduled calls, relevant client events as well as community outreach, we strive to create relationships that extend beyond your financial needs.




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  • The Phelps Group at Morgan Stanley
    Where we are
    November 2014

  • Whenever the S&P 500 experiences a 1% move (up or down), The 1% Move posted under Investing & Market Insights, will provide guidance. Whenever you have questions about market activity, please contact us.

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

    • "A Treat, Not a Trick" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management writes that the recent bout of market volatility—the worst since the financial crisis in 2008 and 2009—marks the end rather than the beginning of markets’ adjustment to the conclusion of Quantitative Easing.

    • "Making the Case for European Stocks" Trends in growth, inflation, earnings and valuation could prompt the equity markets to rally through the end of the year, says Sebastian Raedler, European equity strategist for Morgan Stanley & Co.

    • "Consumers in Better Shape for the Holidays" Higher disposable income and lower gasoline prices suggest US consumers could be more generous in this year’s holiday season, explains Ellen Zentner, senior US economist for Morgan Stanley & Co.

    Plus, look for more on equities, fixed income investments, commodities and annuities.

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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