Wealth Management

You have meaningful goals. Our Financial Advisors can help you reach them. For over 80 years, we have worked with individuals, families, businesses and institutions—to deliver services and solutions that help build, preserve and manage wealth.

TELL ME ABOUT

Managing Everyday Finances

Morgan Stanley Wealth Management's Cash Management and Digital Platform Support Contact Centers have been recognized by J.D. Power for providing
"An Outstanding Customer Service Experience"
for the Live Phone Channel.
A Wealth of Cash Management Solutions
Our online capabilities help you stay informed about your investments and manage your everyday finances.

Find Out More
Morgan Stanley recognizes and rewards clients for consistently using the firm’s cash management solutions through the Premier Cash Management program. With this program, you gain access to select benefits, savings and enhanced services that have been designed exclusively for you.

Learn More

Ready to Start a Conversation?

Find a Financial Advisor Near You.

Filter by investment need, ZIP code or view all advisors.

*Invalid zipcode

Check the background of Our Firm and Investment Professionals on FINRA's Broker/Check.

Meeting your needs at every life stage

We understand our clients' aspirations and we're as devoted to their goals as they are

WEALTH PLANNING

Creating customized wealth strategies for every aspect of your financial life

INVESTMENT
MANAGEMENT

Providing timely solutions across a range of asset classes to help you meet goals

IRAS AND OTHER RETIREMENT SOLUTIONS

Meet your retirement savings challenges with customized financial solutions

ESTATE PLANNING &
WEALTH TRANSFER

Helping protect and preserve the things that matter most: Family, legacy and values