The Saddleback Group at Morgan Stanley

The Saddleback Group at Morgan Stanley NMLS #: 1275761, NMLS #: 1393612, NMLS #: 1820861

About Us :

The Saddleback Group at Morgan Stanley is a wealth management team that oversees and coordinates the financial affairs of a select group of successful professionals, retirees and families. Our value and commitment to clients is simple — “We will always be there when you need us the most and will guide you through life’s “moments of truth,” from generation to generation” as we build upon, preserve, and efficiently generate cash flow from your wealth.

Did you know that finances and the economy are among the top stressors for Americans, and those worries carry over into ...
01/16/2024

Did you know that finances and the economy are among the top stressors for Americans, and those worries carry over into the workplace? It’s true. In the second annual Morgan Stanley at Work State of the Workplace survey, 71% of employees said that money-related stress negatively affects both their work and personal lives. Helping workers fine-tune their budget could help reduce that stress.

Discover four ways that financial education and financial guidance may help to alleviate employee financial stress.

https://mgstn.ly/4aSI2bv

How software-defined vehicles are changing the auto market and paving the way for the self-driving cars of the future.
01/12/2024

How software-defined vehicles are changing the auto market and paving the way for the self-driving cars of the future.

Automakers are realizing that software, not hardware, will define the cloud-connected, computer-driven cars of tomorrow.

01/10/2024

January is Financial Wellness Month. Celebrate by making sure your finances are prepared to help you achieve the future you want. Learn how by visiting our Planning for the Future page. https://mgstn.ly/3HeK48a

01/03/2024

Megacap tech firms have become a driving force in the evolving world of Generative AI private funding. Find out more in On the Markets.

12/20/2023

It’s what you keep that counts. Learn more about tax-smart strategies that can help you keep more of what you earn: https://mgstn.ly/41yq7m1

Learn how to create a strong financial foundation for your children and the next generation. Discover why investing shou...
12/19/2023

Learn how to create a strong financial foundation for your children and the next generation. Discover why investing should be a topic of discussion from our thought leaders in the video below.

Learn how to create a strong financial foundation for your children and the next generation. Discover why investing should be a topic of discussion.

Think you’re immune to ransomware attacks? Unfortunately, that’s not the case. Apply these prevention strategies to help...
12/15/2023

Think you’re immune to ransomware attacks? Unfortunately, that’s not the case. Apply these prevention strategies to help deter cybercriminals.

Ransomware attacks can be a big problem for small businesses. Learn about prevention tips and recovery strategies.

Whether you want to donate to charity or invest in a loved-one’s future, consider these ways to help make your giving go...
12/13/2023

Whether you want to donate to charity or invest in a loved-one’s future, consider these ways to help make your giving go further.

If you’re inclined to help others, consider these ways to make your giving go further.

Can breakthrough ideas stop climate change and eliminate poverty? Morgan Stanley Research sits down with Bill Gates.
12/12/2023

Can breakthrough ideas stop climate change and eliminate poverty? Morgan Stanley Research sits down with Bill Gates.

Watch as Morgan Stanley Research speaks with Bill Gates about how digitalization can improve quality of life in developing nations and why he’s backing companies on the verge of “mind blowing” breakthroughs in clean energy.

12/05/2023

While US stocks may be range-bound, look for higher upside in Japan and solid income from investment grade bonds. Find out more in the 2024 Outlook edition of On the Markets.

12/05/2023

Learn how you can use tax-efficient strategies to gift to family members and help preserve your family's wealth for the long term. Click play for video insights from Morgan Stanley and learn more here: https://mgstn.ly/3sZJOq9

12/05/2023

Learn how you can use tax-efficient strategies to gift to family members and help preserve your family's wealth for the long term. Click play for video insights from Morgan Stanley and learn more here: https://mgstn.ly/3TaVBMR

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Irvine, CA
92614

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