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Morgan Stanley Wealth Management Offerings

You have meaningful goals. Our Financial Advisors can help you reach them. For 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.

We strive to meet your needs at every life stage and provide access to:

Financial Planning
Experienced Financial Advisors and Private Wealth Advisors work with employees at every level to develop personalized wealth strategies based on clients' needs and goals.

Access to Cash Management and Lending Solutions
Access to an extensive suite of cash management and lending solutions designed to help meet day-to-day needs and support long-term ambitions.

Investment Management and Services
Guided access to an extensive range of investment products through an open-architecture platform.

Estate Planning and Wealth Transfer1
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.

The Morgan Stanley Mobile App2
The only mobile solution designed exclusively for the needs of Morgan Stanley’s Wealth Management clients connects you to a full suite of cash management functions, including the ability to pay bills and transfer funds. This gives you the freedom to do things on your own terms, like managing your accounts when and where you want. It's now available for Android as a free download on Google PlayTM and iPhone® and iPad® in the App StoreSM.

Morgan Stanley Reserved3
Provides access to exclusive offers on prestigious brands, special benefits, and experiences for you and your family.

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Morgan Stanley Global Service Centers


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