Get started
You will be assigned a Financial Advisor from Morgan Stanley to help develop your personalized financial plan. Fill out the form to get started
Check the background of Our Firm and Investment Professionals on FINRA’s Broker/Check.

Morgan Stanley
Workplace Wealth

Discover a new benefit developed specifically for the complex financial demands of busy professionals like you, and available exclusively for COMPANYX employees.

Start Your Personalized Financial Plan
Start Your Personalized Financial Plan
You will be assigned a Financial Advisor from Morgan Stanley to help develop your personalized financial plan. Fill out the form to get started*
All fields required
Check the background of Our Firm and Investment Professionals on FINRA’s Broker/Check.

Create a Roadmap
for Your Financial Goals

Through the special partnership with your employer, you have access to Morgan Stanley's 80 years of Wealth Management experience through a dedicated Financial Advisor who will work with you to create a holistic portrait of your financial life and assist you to create a plan to help meet your family's unique goals.

  • Personalized financial plan

    That takes into consideration your company's complete benefit offering and helps you plan for retirement.

  • Financial education

    To help you make informed decisions at various life stages, from savings to estate planning.

  • Suite of solutions

    Get access to an extensive suite of solutions that can help you tackle any financial challenge.

MODERN WEALTH CHALLENGES

Plan for All Life Stages

As a busy professional, the demands or your career and personal life can make it difficult to focus on your financial goals, whether they include college education for your children or enjoying a comfortable retirement. A Morgan Stanley Financial Advisor can help you plan for various life stages.

Starting Out Simple Savings

Begin saving for your future as you secure your first full time job, plan for your first big purchases and create a sound financial roadmap.

Early Mid-career Wealth Foundation

Build a strong financial foundation while planning for life’s big moments like buying a home, getting married and having a child.

Pre-retiree Retirement Transition

Begin your transition toward retirement by having a plan in place that will provide for your later years while leaving a loving legacy.

Retirement
De-accumulation

Retire on your terms with the freedom to enjoy new adventures while also preparing for higher healthcare costs and longer lifespans.

1st Full Time Job
1st Child
1st Home Purchase
Getting Married
Plan Future
Investment Property
Help Kids’ Financially
Child's Wedding
Take Care of Parents
Healthcare Costs
Travel
Intro
Starting out
Early-mid career
Pre-retire
Retirement
Start your personalized financial plan

Our Financial Advisors
Guide You through the Process

Your Morgan Stanley Financial Advisor will help guide you through a customized four-step wealth management process based on the goals you've set for you and your family.

  • Discover

    First, tell us what's important to you and your family - your values, your challenges and your unique financial circumstances.

  • Create

    Next, we align your current financial situation with your goals, addressing any potential shortfalls and the impact of unexpected life events.

  • Act

    When you approve, we'll craft investment, retirement, cash management and insurance solutions that are tailored and integrated to help achieve your goals.

  • Adjust

    As your life changes, we'll be there. We'll help you oversee your progress towards your goals and recommend adjustments over time to help keep you on track.

Financial Education

Get Started

You will be assigned a Financial Advisor from Morgan Stanley to help develop your personalized financial plan. Fill out the form to get started.*

Check the background of Our Firm and Investment Professionals on FINRA’s Broker/Check.