Accessible Wealth Management

From retirement planning to preparing for important milestones, our Financial Advisors can help you set investment strategies that focus on your goals. Start preparing today with our Retirement Planning Roadmap.
Take the Next Step Toward Your Financial Success

With Morgan Stanley Virtual Advisor, you’ll work with insightful Financial Advisors over the phone to build strategies that match the goals that matter to you. Our solutions, knowledge, and support come together to help you open up possibilities for your portfolio.

We’re Here to Partner With You

With our carefully crafted approach and broad perspectives, we can help you gain an advantage in managing your financial growth.

A Tailored Roadmap
We don’t believe in one-size-fits-all when it comes to investing. Right from the start, our Advisors work with you to help make sure your goals, how you envision supporting your family, and important milestones are driving your personalized strategy.
Human Advice Backed by Technology
Our knowledgeable Advisors will help you see the full picture of the investing landscape. Their broad perspectives combined with technology-enabled insights offer informed guidance to help optimize your strategies and keep you on track towards your goals.
Our Successful Legacy
When you work with us, you have over 88 years of experience and knowledge backing up your strategies. We’ve helped our clients through shifting markets, understanding emerging technologies and more—and we’re here to use that same knowledge to help you succeed.

Ready To Get Started? Let's Talk About Your Goals

Schedule your consultation online or call us at 866-743-5700,
8 a.m. to 7:30 p.m. ET, Monday through Friday.

Already a client? Schedule your next check-in.

Bring the Best of Morgan Stanley to Your Portfolio

In our long history, we have created a spectrum of strategies, services, and solutions that help with our clients’ unique needs. Discover some of our key products and approaches to help you take the next step in your investment strategy.

Explore Our Resources for Every Stage

Wealth Management
Your Go-To Knowledge Center
The Morgan Stanley Virtual Advisor Knowledge Center gives you access to leading insights that can help you make sense of market conditions and help you prepare for your financial future.
Wealth Management
Where To Start With Retirement
With the Retirement Roadmap, you can develop financial strategies for every stage of life—whether you’re already enjoying your retirement or it’s decades away.

Add Our Advice to Your Wealth-Building Journey

Working with Morgan Stanley Virtual Advisor means having access to an insightful, adaptable team that is focused on supporting strategies personalized to fit your goals.

Schedule your consultation online or call us at 866-743-5700, 8 a.m. to 7:30 p.m. ET, Monday through Friday.

Already a Client? Schedule your next check-in.

Check the background of our firm and investment professionals on FINRA's BrokerCheck.