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

A New World for Married LGBT Couples

Jun 16, 2017

It's been two years since marriage equality became the law, yet many LGBT couples may still be unaware of spousal financial benefits and rights.

Wealth Management

The Surprising Connection between Golf and Investing

May 5, 2017

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

The Tax-Smart Portfolio: Helping to Keep More of What You Earn

Mar 24, 2017

Do you know these savvy tax techniques that could potentially impact your lifetime wealth accumulation?

Wealth Management

Lin-Manuel Miranda: The Power of Financial Knowledge

Mar 15, 2017

The “Hamilton” creator and star talks with Morgan Stanley about financial literacy, his approach to money matters and who he trusts for financial advice.

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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