Compass Point Wealth Management Group at Morgan Stanley

Compass Point Wealth Management Group at Morgan Stanley Relationship Manager at Morgan Stanley MSSB will not accept purchase or sale orders via social network messaging systems.

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e for compensation in states where they are registered or excluded or exempted from registration https://brokercheck.finra.org/. Designations or awards are not indicative of a Financial Advisor's past or future performance, and no fee is paid in exchange for such. The information on this profile does not provide personalized investment advice and is not an offer to buy or sell any security, open a particular account, or to engage in any investment strategy. All content is for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html, https://www.morganstanley.com/disclosures/social-media-important-information.

Whether you are celebrating your own father, stepping into that role for someone else, or remembering someone special to...
06/21/2026

Whether you are celebrating your own father, stepping into that role for someone else, or remembering someone special today, we hope this day brings moments of gratitude, connection, and reflection. Wishing you and your loved ones a meaningful and Happy Father's Day!

Your retirement has the potential to be the most fulfilling period of your life–but you need to have a plan for your tim...
06/12/2026

Your retirement has the potential to be the most fulfilling period of your life–but you need to have a plan for your time as well as your finances.

morganstanley.com

05/29/2026

From growth opportunities and income needs to concentrated equity exposure, investors are weighing a range of priorities in today's market environment.

Watch this conversation featuring Brian Holzer, Head of Alternative Investments Distribution, and Troy Gayeski, Chief Market Strategist for Future Standard, on how investors are approaching alternative investments within portfolios. For more insights: https://livesocial.seismic.com/dMEtS

Join us Monday, June 1 for the next session in our Wealth Education for the Next Generation Series, "Tying the Financial...
05/21/2026

Join us Monday, June 1 for the next session in our Wealth Education for the Next Generation Series, "Tying the Financial Knot: Navigating Joint Finances & Communication." Designed for those preparing to take the next step in life, this session will explore why conversations about money are foundational to a strong partnership—from how each person earns, saves, spends and invests—to how differing financial perspectives can be navigated productively.

Register Here: https://livesocial.seismic.com/aRSRH0

A reminder I share often: avoid clicking unexpected links, downloading attachments, or scanning QR codes from unsolicite...
05/19/2026

A reminder I share often: avoid clicking unexpected links, downloading attachments, or scanning QR codes from unsolicited messages—even when they appear urgent or "official." Improve your cybersecurity by following this checklist, and please reach out if you'd like help getting started.

morganstanley.com

Evolving regulation is opening the door to alternative investments in DC plans, enhancing diversification and retirement...
05/18/2026

Evolving regulation is opening the door to alternative investments in DC plans, enhancing diversification and retirement outcomes.

brightcove.net

Approaching retirement but don't need your required minimum distributions right away? Discover how you can reinvest the ...
05/08/2026

Approaching retirement but don't need your required minimum distributions right away? Discover how you can reinvest the funds for future retirement needs or to support your loved ones. https://livesocial.seismic.com/aV1HDP

05/06/2026

Market volatility has challenged the assumptions behind traditional portfolio construction. Watch this conversation that explores how alternative investments may offer diversification beyond the traditional 60/40 – and why access and manager selection are increasingly important. https://livesocial.seismic.com/FCy9s

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