Wealth Management

You have meaningful goals. Our Financial Advisors can help you reach them. For nearly 80 years, we have worked with individuals, families, businesses and institutions—to deliver services and solutions that help build, preserve and manage wealth. We understand our clients’ aspirations, and we’re as devoted to their goals as they are.

The Path to Reaching Your Goals Begins with a Financial Advisor

Morgan Stanley Financial Advisors harness the firm’s global resources and intellectual capital to help create a financial strategy that works for you.

Behind Every Financial Advisor Is

Our capital markets team, helping clients identify and invest in opportunities across all markets and asset classes.

Thought leadership, with our Global Investment Committee at its core, providing clients to access some of the world’s best investment thinking.

The industry’s leading advisory program, focusing on proven, consistent investment strategies and a manager selection process refined over 40 years1.

Meeting Your Needs at Every Life Stage

Wealth Planning

Whether you’re starting a family or planning to retire, looking to fund your children’s or grandchildren’s education or the purchase of a vacation home, seeking to address health care needs or transfer the family business to the next generation, you need a wealth plan. Our Financial Advisors work with our clients to create this roadmap to their future, adapting to changing circumstances over time, helping clients achieve—and protect—their goals.

Investment Management & Services

Our Financial Advisors help clients define an investment strategy tailored to their goals, then help them make informed investment choices from among our expansive investment platform, including proprietary and third-party offerings across every market and asset class, including alternative investments.

Cash Management & Lending Solutions2

How you borrow and manage cash can be as important to the success of your wealth plan as having the appropriate investment strategy. As a core part of Morgan Stanley’s approach to wealth management, we offer clients a comprehensive suite of cash management and lending solutions to integrate their day-to-day needs with their long term ambitions.

Estate Planning & Wealth Transfer3

Estate planning can help preserve your assets, reduce taxes for your heirs, and unlock opportunities for future generations and your charitable pursuits. Our Financial Advisors leverage specialists in trusts, insurance, philanthropy and family dynamics to help clients develop estate and wealth transfer plans customized to their needs.

Families & Individuals

Morgan Stanley Private Wealth Management helps affluent families address the complex challenges of managing significant wealth. By providing an exceptional level of service and access to comprehensive global capabilities, we can help you preserve and grow your financial, family and social capital.

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Institutional Consulting

Graystone Consulting, a business of Morgan Stanley, delivers a broad range of customized investment consulting services to institutional clients, including foundations, endowments, educational institutions, health care entities, associations and other nonprofit organizations, as well as corporations.

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