For over 30 years we’ve been helping individuals, families, businesses and non-profit organizations make well-informed decisions about the most important aspects of their lives providing tailored investment and financial strategies. Over the years our team has had the pleasure and honor of building long term, multi-generational relationships with some truly extraordinary families and individuals.
Above and beyond investing, estate and tax planning strategies, our clients count on us to help prepare them for each phase of their lives and all the twists and turns that come with the journey. Our practice serves a broad range of clients that have successfully accumulated assets, yet desire the ability to consult regularly with dedicated advisors who can help them clarify their goals, define effective strategies to help achieve them and coordinate and manage the complexities of doing so. Our clients include:
• Corporate Executives
• Business Owners and Entrepreneurs
• Companies and nonprofit organizations
• High net worth families
• Retirees
• Women in transition (Divorced or Widowed)
• Professionals seeking Social and Environmentally Responsible Investment Solutions to Impact Positive Societal Change
NMLS #: 176201
NMLS #: 392567
NMLS #: 1667640
©2020 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via Facebook or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html
The investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.
