Jeffrey S. Embree, CFP, CIMA, CDFA

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Jeffrey S. Embree, CFP, CIMA, CDFA

Our approach utilizes a full spectrum of customized strategies. We begin by determining your goals and outlining your financial situation.

Helping to empower families achieve and maintain financial independence is the fundamental principle that drives our practice at The Apex Point Group at Morgan Stanley. We focus on what is most important to you and provide the critical thinking, skills and global resources to enable you to make more informed decisions about your finances. Our ultimate goal — through a comprehensive goals-based wea

lth management process — is to help bring clarity and focus on what matters most to you, so you can manage your wealth more effectively in today’s complex global market environment. We then help you build a plan tailored to your specific goals. Once implemented, we will continuously monitor your progress as you move through life, adjusting your plan when necessary. Committed to helping you preserve and grow your assets, we are focused on providing timely, unbiased advice and earning your confidence every day to make a meaningful difference in your life. NMLS #: 1913321

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For more information on the ranking methodology for the award(s) listed, go to https://advisor.morganstanley.com/jeffrey.embree. Neither Morgan Stanley nor any of its Financial Advisors paid a fee in exchange for the rating(s). The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.

02/02/2023

My team, The Apex Point Group, is proud to have been named one of Forbes Best-In-State Wealth Management Teams for 2023. It’s an honor to be recognized among this group of outstanding professionals who consistently work to raise the standards in our industry.

[Source: Forbes (Awarded Jan 2023). Data compiled by SHOOK Research LLC based on time period from 3/31/21 – 3/31/22. https://mgstn.ly/3wb7pSG ]

01/26/2023

Minimizing the impact of taxes in your portfolio can help you build wealth over time. Let’s discuss what strategies might make sense for you.

A key strategy for boosting long-term investment returns is being smart about tax efficiency.

01/19/2023

Morgan Stanley Global Sports & Entertainment is proud to be the Exclusive Financial Education Sponsor for the 2023 Hula Bowl next week, one of the nation’s premier college football all-star games. We are thrilled to be able to support the Hula Bowl athletes by providing the financial education and strategies they need to advance their financial game plan. https://mgstn.ly/3WkM8l4

01/17/2023

Morgan Stanley clients with eligible brokerage accounts can earn 4.00% APY through deposits into our Preferred Savings Program for qualifying cash. Learn more and get in touch to take advantage of this great rate. https://mgstn.ly/3X0XKtb

01/12/2023

I am proud to share that I have been recognized as an Alternative Investments Director. This designation is for Morgan Stanley Financial Advisors like me who have significantly incorporated alternative investments into my practice and meet the designation’s criteria requirements. My expertise in this field, coupled with the designation, allows me to provide eligible clients with guidance and insights about the alternative investments asset class and strategies offered by Morgan Stanley Wealth Management. If interested, let’s schedule time to discuss and plan the approach that is right for you.

01/10/2023

New year resolutions often center around our health goals. But what about your financial health goals? Let's discuss the steps you can take to get a plan in place for this year and beyond. If you'd like to discuss specifically, please reach out to me at 212-603-6236 or [email protected].

01/06/2023

Let’s take some time to review progress towards your financial goals and plan for your priorities in the new year. If you would like to discuss your situation specifically, please reach out to me at 212-603-6236 or [email protected].

Heading into the New Year, it’s time to take stock of your budget, debt and investments—and check them against your financial goals. These six steps can get you started.

01/04/2023

Start the New Year on the right track by understanding your cashflow and top expenses all in one place. You can also easily set up a budget to make the most of your money. Learn more: https://mgstn.ly/3Fx1tYy

01/02/2023

Wishing everyone a happy and healthy New Year! Here's to hoping the one ahead of us all is a great one.

12/29/2022

Art can represent a significant share of your personal wealth, which is a good reason to understand its value. Let's discuss how art indices can offer some insight into what you own.

How art-market indices can help collectors and owners better understand this important asset class.

12/27/2022

As you consider financial gifts to children or other family members, you may also want to think about how you’d like your gifts to be used. Let’s discuss options to consider. You can reach me directly at 212-603-6236 or [email protected] .

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

12/20/2022

Wishing you and yours a very happy holiday season full of warmth, joy and happiness!

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Website

https://advisor.morganstanley.com/the-apex-point-group

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