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

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Meet Morgan Stanley’s Premier Investment Professionals


BACKED BY OVER 80 YEARS OF VAST INTELLECTUAL CAPITAL

Wealth Planning
Creating customized strategies for every element of your financial life
Investment Advice
Thought leadership to help navigate you through the most challenging market cycles
Tax Planning
Tailored asset allocation and investment selection to help maximize your after tax return
Insurance Solutions
Helping you plan for an uncertain future with a variety of products for managing risk

Go Beyond Investment Advice.

Talk with a Financial Advisor Near You.

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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