Morgan Stanley

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.

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and Important Account Information


Find a Financial Advisor, Branch and Private Wealth Advisor near you. 

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

Meeting Your Needs at Every Life Stage

Goals-Based Wealth Planning
Defining your life goals and developing a truly personalized wealth strategy
Thought leadership to help navigate you through the most challenging market cycles
Long Term Care & Disability Insurance
Helping you plan for an uncertain future with a variety of products for managing risk
Trust and Estate Planning
Create an enduring legacy that passes on your values as well as your assets

Our online capabilities help you stay informed about your investments and manage your everyday finances.

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Solutions to Meet Unique Needs

Private Wealth Management

Morgan Stanley's Private Wealth Management group helps affluent families and organizations address the complex challenges of managing financial, family and social capital.

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International Wealth Management

Morgan Stanley International Wealth Management focuses on the financial needs of entrepreneurs, executives and professionals living outside the US.

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Morgan Stanley at Work

Morgan Stanley at Work offers a suite of workplace financial solutions that helps organizations maximize employee financial benefits.

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Access Investing

Morgan Stanley Access Investing® is an automated investing platform that provides a diversified portfolio built to help you reach your goals. Its smart investing, simplified.

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Virtual Advisor

Morgan Stanley Virtual Advisor delivers wealth advice and support to clients remotely, through a team of Financial Advisors and a centralized service team. 

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Global Sports & Entertainment

Morgan Stanley Advisors who are dedicated to serving the unique and sophisticated needs of sports and entertainment professionals.

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Start the conversation, Find a Financial Advisor near you. 

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