Entrusting your assets to a particular firm requires you to have confidence in the professionals with whom you are dealing. The Palo Alto Group at Morgan Stanley can offer you the investment knowledge you need to help achieve your financial goals, as well as the confidence that comes from working with an experienced, well established team of financial advisors.
The Palo Alto Group understands the need for comprehensive financial planning and wealth management. We are proud of the distinct consultative approach we have always taken—and we are constantly refining and perfecting our technology in pursuit of more effective ways to help our clients meet their goals. It is this commitment to excellence that has helped us produce satisfied clients for many years. We hope you consider The Palo Alto Group for your financial planning and counseling needs.
Contact The Palo Alto Group
- Direct: (650) 856-4520
- Toll-Free: (855) 838-3865
- Email: firstname.lastname@example.org
- Website: http://www.morganstanleyfa.com/paloaltocorporateservices/
The Palo Alto Group offers comprehensive wealth management and financial counseling services, including:
- Financial Planning
- Retirement Planning
- Estate Planning Strategies
- Stock Plan Analysis Tax Strategies
- College Education Planning
Thank you for the opportunity to be of service to you.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.CRC1176357 04/15