The Waisbein-Herrick Group - Morgan Stanley Team - Menlo Park, CA
Morgan Stanley
The Waisbein-Herrick Group
at Morgan Stanley
Consulting Group
2882 Sand Hill Road, Suite 200
Menlo Park, CA 94025
tel: (650) 234-5118
toll-free: (800) 456-0914
fax: (650) 234-5183



Many clients are taking steps to guard their financial security against potential unexpected injuries or illnesses. The following resources can help get you started:


The Health-Wealth Connection
Learn how to incorporate rising costs and health care reforms into your wealth strategy:

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Today, health care is a top concern for many. People want to understand how health care costs will affect their overall wealth planning strategies. This video highlights Morgan Stanley’s important partnership with PinnacleCare and underscores our commitment to holistic financial planning and health care advisory services.


You can contact us or call us at (650) 234-5118 to discuss Health Care and Wealth Planning concerns, and potential strategies for your specific circumstances and needs.



Additional Resources

PinnacleCare
Through one single point of contact you gain access to the world’s leading physicians, specialists, institutions, advanced treatments and medical intelligence. All backed by a team of independent and expert proactive health advisors.

Caregivers:
Many people put off thinking about the aging process until called upon to serve as a caregiver or forced by a life event to face it for themselves—which can make hard choices all the more difficult. With a clear understanding of the key issues, you can get a head start on this life stage and make informed decisions for yourself and your family.

Why PinnacleCare?
Addressing the medical complexities of advancing age with your loved ones can be difficult and sensitive, and PinnacleCare is available to help guide you to the best resources.







CRC 898435 04/14

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