Building & Protecting Wealth

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

Wealth Management

Planning Your Goals

Get a complete financial picture with our new Goals Planning System. We'll link it to your goals-all you have to do is focus on moving toward them.

Watch Video

Wealth Management

Why Having a Goal Is Key to Investing

Nov 8, 2019

With a clear goal in mind, investors can create a realistic plan for achieving their objectives within a certain time frame. Here’s how:

Wealth Management

You’re Ready for Retirement. Is Your Portfolio?

Feb 5, 2020

The market can influence your decision on when to retire. Learn how to help protect your nest egg, including the potential role of annuities in retirement.

Wealth Management

How to Handle Volatility

Mar 19, 2020

Markets have gotten much more volatile recently. Here’s why investors should keep their focus on the long game.

Wealth Management

Tax-Aware Strategies for Your Wealth Plan

The tax decisions you make today can help you save for years to come. Use these resources and ideas to help you.

Wealth Management

Protecting Your Online Security

While Morgan Stanley takes great care to secure our clients information, you also have an important role to play.

Wealth Management

Senior Identity Theft, Fraud and Cybercrime

Criminals financially exploit some 5 million seniors every year. These tips can help you or your older loved-ones stay safe.

Building Wealth At Every 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

Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trusts, estate planning, charitable giving, philanthropic planning or other legal matters.

Asset Allocation does not assure a profit or protect against loss in declining financial markets.

Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

CRC 1685569 (01/17)