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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Wealth Management

TAILORED ADVICE FOR EVERY LIFE STAGE

May 12, 2017

No matter where you are in life, a Morgan Stanley Financial Advisor is right there with you. Planning for today and a whole lot of tomorrows.

Wealth Management

Learning to Draw Purpose From a Deeper Well

Aug 30, 2018

A party promoter who became an advocate for clean water in impoverished communities around the world shares insights on how to embrace our better selves by helping others.

Wealth Management

Why Consider a Target Date Portfolio

Jul 30, 2018

For investors who are not inclined to reassess and tweak their portfolios every year, target date portfolios can be an effective way to invest for retirement.

Wealth Management

The Surprising Connection between Golf and Investing

May 8, 2018

Are good golfers also good investors? A pro in both the game and the market draws out the parallels between golf and investing in the market.

Wealth Management

How Olympic Skiers Avoid Slippery Financial Slopes

Feb 15, 2018

After two Olympics, mogul skier Heather McPhie Watanabe knows something about smoothing out financial bumps athletes often suffer during their quest for gold.

YOU HAVE GOALS. OUR FINANCIAL ADVISORS CAN HELP YOU REACH THEM.

Behind every financial advisor is

Our capital markets team, helping clients identify and invest in opportunities across all markets and asset classes.

Thought leadership, with our Global Investment Committee at its core, providing clients to access some of the world’s best investment thinking.

The industry’s leading advisory program, focusing on proven, consistent investment strategies and a manager selection process refined over 40 years.

MEETING YOUR NEEDS AT EVERY LIFE STAGE

Wealth
Planning

Creating customized wealth strategies for every element of your financial life

Investment
Advice

Thought leadership to help navigate you through the most challenging market cycles

Investment
Solutions

High-quality advice to identify opportunities for individual investors

Trust and Estate
Planning

Create an enduring legacy that passes on your values as well as your assets

Where Will Your Goals Take You Next?

Find a Financial Advisor Near You.

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Please be advised that the selection of the Financial Advisors presented to you is done randomly and is based solely upon areas of focus that have been selected by the Financial Advisors themselves and upon their stated preferences or interests. Morgan Stanley makes no representation as to an individual Financial Advisor�s experience and/or knowledge in the stated preferences or interests they have chosen. The preferences and interests that they have chosen have not been vetted by Morgan Stanley. Individuals are encouraged to consider their own unique needs and/or specific circumstances when selecting a Financial Advisor.

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

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.

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