Nicholas Westendorf, First Vice President at Morgan Stanley

02/03/2025

Retirement planning is not a one-size-fits-all approach. Let's talk about strategies to help reduce your taxable income and keep more of what you've saved.

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01/31/2025

Consider these tax season moves. The sooner you get started, the better prepared you'll be for Tax Day. https://livesocial.seismic.com/a9BOuE

01/17/2025

I'm proud to share that I have been promoted to Senior Vice President at Morgan Stanley.

01/16/2025

A heartfelt thank you to Forbes for acknowledging our team, The Lewis / Westendorf Group at Morgan Stanley, in this year's Best-In-State Wealth Management Teams ranking. We are truly honored to be acknowledged alongside this remarkable group of professionals who continually strive to elevate industry standards and deliver top-tier service to clients.

https://advisor.morganstanley.com/the-lewis-westendorf-group

[Source: Forbes (Awarded Jan 2025). Data compiled by SHOOK Research LLC based for the period 3/31/23–3/31/24. https://www.morganstanley.com/what-we-do/wealth-management/forbes-top-wealth-advisors-lists-2025]

01/01/2025

Morgan Stanley Research forecasts global economic growth at around 3% in 2025 as policy changes begin to restrain the U.S. economy. Let's discuss what this could mean for your portfolio.

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12/31/2024

In a monumental year for markets, Morgan Stanley looks back at some of 2024's most compelling stories and how they laid the groundwork for what's to come in 2025.

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12/11/2024

The S&P 500 is on a tear. Will the gains last? Check out the latest commentary and let's discuss portfolio moves to consider. https://livesocial.seismic.com/axiahZ

12/03/2024

Join us on Tuesday, December 10 for a timely conversation with former U.S. Secretaries of State, Dr. Condoleezza Rice and John Kerry. Hear these esteemed leaders' perspectives on the geopolitical challenges the next U.S administration will face.

Register here: https://livesocial.seismic.com/aIcpLJ

11/27/2024

Post-election market ebullience is fading. How should you position your portfolio? Let's discuss moves to consider as part of your longer-term strategy.

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11/13/2024

Can the post-election U.S. stock market surge last into 2025? Let's discuss what the election outcome may mean for your portfolio.

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11/08/2024

Recent corporate earnings show mixed results. Let's discuss implications for your portfolio and how I can help.

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10/30/2024

What is the bond market signaling to investors? I can help you put the U.S. Treasury's recent moves in perspective. Learn more.

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