Caleb Quick, Senior Vice President, Financial Advisor at Morgan Stanley

09/13/2025

Separating your personal identity from your business can be challenging when it comes time to sell. Discover how you can prepare for the transition. Let me know how I can help you find new meaningful opportunities.

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03/29/2024

Before you tuck your tax return away, consider taking a closer look for opportunities that may help you reach your financial goals. Let's discuss which tax-smart strategies may work for you.

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08/11/2022

Family Offices are particularly vulnerable to cyber threats and the dangers of ransomware are real. Consider these best practices to protect your information and assets in an increasingly complex digital world.

Learn from Morgan Stanley how family offices can evaluate the particular challenges of their situation to best address the vital issue of staying safe.

08/04/2022

For families of significant means, it’s important to identify and mitigate common risks to their wealth. Find out how insurance can be a useful tool for wealth preservation.

Hidden risks abound. For affluent families, this can mean unwanted financial exposure. A simple risk assessment can go a long way to closing these gaps.

07/28/2022

If you have aging parents, have you spoken with them about estate planning recently? If not, aim to have that conversation before the end of the year. Here are some questions you can start with.

Explore these four helpful questions to ask, as an adult child, of your aging parents to help to start the important conversation about estate planning.

07/21/2022

When market volatility picks up, having a long-term horizon is an investor’s best strategy.

Market volatility can increase or decrease depending on where we are in the business cycle. Here’s why this shouldn’t worry long-term investors.

07/14/2022

Interested in tax-loss harvesting? Let’s talk about how Morgan Stanley’s Total Tax 365 approach may help you mitigate capital gains tax in your portfolio while managing risk.

What is tax-loss harvesting exactly, and how do some investors use it to opportunistically reduce their tax bills?

07/04/2022

This Fourth of July, learn how you can best impact the lives of veterans through charitable giving.

Feelings of patriotism around national holidays can motivate people to do more to support veterans. Here are some suggestions for shaping your approach.

06/21/2022

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

Discover how you can incorporate tax efficiency into your plans for donating to charitable organizations or giving gifts to family and friends.

06/11/2022

The Fed is responding aggressively to inflation with hawkish adjustments to interest rates and monetary policy. Hear more from MS & Co. CIO Mike Wilson: https://mgstn.ly/3Ls40Eg

06/07/2022

As you consider financial gifts to children or other family members, you may also want to consider how you would like it to be used. Contact me for help assessing your overall estate and exploring gifting and financial education options.

As you consider gifting options, ask yourself how you would like financial gifts made to children or other family members to be used.