Financial Wellness


A customizable solution for organizations to empower their employees by making their finances a source of wellness – and not a source of stress.

Enhancing Financial Wellness enables your workforce to do their best work.


Better for Business
A workforce with less financial stress means a more productive, engaged and potentially healthier organization, boosting your company’s employee retention and bottom line.
Better for Employees
No two employees’ financial needs are the same, which is why we offer a range of solutions designed to address the spectrum of topics your employees require to meet their financial goals.

Helping Employees Build Financial Confidence and Wealth

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Improving the Financial Well-being
of Your Employees

Our solution takes a multi-channel approach, where high-tech meets high-touch support, to encourage employees to take control and get the support they need, wherever they are on their financial journey.

Digital Portal
Provides access to a digital experience beginning with a financial wellness assessment to measure each employee’s financial fitness and match the results with personalized education and resources.
Financial Education
Helps employees make better decisions through engaging employee education – including onsite seminars and webinars covering a range of financial well-being topics.
Financial Guidance
Delivers actionable guidance unique to each employee to help achieve personalized goals through one-on-one consultations with a dedicated Morgan Stanley Financial Advisor or financial coach*.
* Financial coaching services are provided through our partnership with My Secure Advantage.

Let the Journey Begin

We Make Program Onboarding and Maintenance Hassle-Free.

Design
Launch
Ongoing Engagement
Getting to Know Your Company
During the design phase, we dig deep to understand your organization’s goals and objectives, taking thoughtful consideration on how to best integrate with your existing benefit offerings. From there, we create a customized, comprehensive program that begins with:

  • A digital portal for your brand and specific needs
  • A financial wellness curriculum calendar and associated communication campaigns
The Morgan Stanley Financial Wellness Experience
Our goal is to ensure every employee gets the most from their Financial Wellness experience.
Design
Getting to Know Your Company
During the design phase, we dig deep to understand your organization’s goals and objectives, taking thoughtful consideration on how to best integrate with your existing benefit offerings. From there, we create a customized, comprehensive program that begins with:

  • A digital portal for your brand and specific needs
  • A financial wellness curriculum calendar and associated communication campaigns
Launch
Educating and Driving Engagement
Our program will inform, educate and inspire your employees to take charge of their daily finances and start planning for their future. This includes:

  • Employee- focused communications showcasing the program benefits and how to get started
  • Digital and in person education on financial wellness topics to drive behavior change
  • One-on-one support that helps employees take the next step through meeting with a dedicated Morgan Stanley Financial Advisor or Financial Coach*

* Financial coaching services are provided through our partnership with My Secure Advantage.
Ongoing Engagement
Helping Companies and Employees Reach Their Short and Long-term Financial Goals
We help you assess and address the financial concerns of your employees and work within your existing benefits framework during key times of year to deliver a comprehensive program that drives engagement with important initiatives. We provide:

  • Access to tailored solutions so employees can take action and leverage the resources most pertinent for them
  • Communication campaigns that alleviate the burden on your benefits / wellness teams to drive utilization
  • Quarterly reporting on engagement metrics and financial wellness insights that show progression and areas for improvement to your leadership

Financial Wellness Insights

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Learn more how we can help your organization. Fill out the form below and a representative will get back to you.







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NOT ALL PRODUCTS AND SERVICES ARE AVAILABLE IN ALL JURISDICTIONS OR COUNTRIES.

Certain content on Morgan Stanley Financial Wellness Portal including, but not limited to, calculators is being provided to Morgan Stanley Smith Barney LLC (“Morgan Stanley”) pursuant to an agreement with Financial Fitness Group (“FFG”). That content and materials on the Portal have been prepared for educational purposes only and do not constitute either a recommendation or a solicitation by Morgan Stanley and its employees to purchase or sell any investment or strategy. The calculators are hypothetical and are for illustrative and informational purposes only and do not represent the return on any investment. Actual results may vary.

Financial Coaching, provided by My Secure Advantage, in partnership with Morgan Stanley Financial Wellness is for informational and educational purposes only. It does not provide individually tailored investment advice and has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. Morgan Stanley Smith Barney LLC (“Morgan Stanley”) recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a Morgan Stanley Financial Advisor for related questions. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

The products or services referenced herein are provided by My Secure Advantage, an unaffiliated party. Neither Morgan Stanley Smith Barney LLC ("Morgan Stanley") nor its affiliates are the provider of such products or services and will not have any input or responsibility concerning an individual’s eligibility for, or the terms and conditions associated with, these products or services. Neither Morgan Stanley nor its affiliates shall be responsible for content of any advice, guidance or services provided by My Secure Advantage. Morgan Stanley or its affiliates may participate in transactions on a basis separate from My Secure Advantage. Morgan Stanley or its affiliates may receive compensation in connection with referrals made to My Secure Advantage. Any review of the My Secure Advantage performed by Morgan Stanley was based on information from sources that we believe are reliable but we cannot guarantee its accuracy or completeness. This referral should in no way be considered to be a solicitation by the Firm for business on behalf of My Secure Advantage. The Firm makes no representation regarding the suitability or otherwise of the products or services provided My Secure Advantage. There may be additional service providers for comparative purposes. If you choose to contact My Secure Advantage, do thorough due diligence, and make your own independent decision.

The Morgan Stanley routinely enters into a variety of business relationships for which either the Firm receives compensation or pays for services, and such business relationships may include the named Service Provider(s), its employees or agents, or companies affiliated with the Service Provider(s). The views, opinions, guidance or advice provided by My Secure Advantage and/or their financial coaches (who are not Morgan Stanley employees) are solely those of their own, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice.

Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

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