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
Welcome

For us, retirement planning means more than providing our clients with investment advice. It means helping them maintain the financial independence they've worked their whole lives to achieve. It means striving to ensure they have the means to pursue what's most important to them. And it means understanding them as people with unique goals, values and circumstances that determine the strategies we develop on their behalf.

Our consultative process begins with an in-depth discussion of your current finances and future objectives. We'll address issues you might have overlooked that can have a significant impact on your ability to retire as planned. Finally, we'll determine how we can help you adjust your investment strategy as necessary to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.




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

    “Staying One Step Ahead”  Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., expects 2019 to be a better year for investors than 2018, both in terms of absolute returns and the breadth of those returns. Then again, 2018 is not a hard act to follow.

    “Beyond the Scalpel”  Scott Helfstein, a senior market strategist, outlines the emerging medical technologies that are likely to become important for investors. They include genomics, artificial body parts, and data and analytics. 

    “Are Your Managers Giving You Excess Value?”  Applying a cost-benefit analysis may help enhance how we select investment managers. Our “Value Score” methodology considers the value propositions of active investment strategies relative to their costs. 

    • Plus, look for more on equities and fixed income, as well as a Q&A with Rajiv Jain of GQG Partners about the long-term outlook for emerging market equities.

  • Read “Your Assets are Safeguarded” for insightful information about asset segregation, FDIC and SIPC protections and Morgan Stanley capital reserves.

  • 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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