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One Point Wealth Management Group

One Point Wealth Management Group is the dedicated team for your company’s stock plan. We provide equity compensation services to corporations and wealth management services to participants across the country. Together with resources from within Morgan Stanley, our group can help you incorporate your stock plan awards into a broader financial picture. We will bring together all elements of your portfolio to create a cohesive and integrated financial plan.

Contact One Point Wealth Management Group

Wealth Management Capabilities

  • Corporate and executive management services
  • Income and cash-flow management
  • Lending and Financing (securities-based lending, home loans, tailored lending)
  • Asset protection and risk management
  • Investment management
  • Estate and legacy planning 

 

Thank you for the opportunity to be of service to you.

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Morgan Stanley Global Service Centers

800-367-4777

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