LGG Wealth Management Group at Morgan Stanley

LGG Wealth Management Group at Morgan Stanley LGG Wealth Management Group at Morgan Stanley

Our advisory practice is relationship based and offers independent and objective advice and counsel.

We strive to help clients organize and simplify their financial management so they can pursue the things that make their life fulfilling. Through conversation and listening we learn what is important to you and what you would like your money to do for you. Understanding your objectives and expectations helps us design, build, and monitor a customized solution that is specific to your goals and dreams. By emphasizing timely advice and delivering reliable service we develop meaningful and lasting relationships with our clients.

© 2025 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

NMLS # 1278804, 1428679, 1274474, 1275751, 1282799, 1310731
CA Insurance License # 0E61865, 0C22972

We are excited to announce our own Aditi Gupta has been named an Honorable Mention recipient for the 20th Annual Invest ...
08/05/2026

We are excited to announce our own Aditi Gupta has been named an Honorable Mention recipient for the 20th Annual Invest in Others Awards for her charitable contributions to Tu Nidito Children and Family Services.
The Invest in Others Awards program recognizes the charitable work of financial advisors in communities across the country. She's been recognized for her decade long dedication to Tu Nidito's mission to establish a compassionate community of acceptance and understanding for children, teens, young adults, and families grieving a serious medial diagnosis or death.

I'm excited to have been named an Honorable Mention recipient for the 20th Annual Invest in Others Awards for my charita...
08/04/2026

I'm excited to have been named an Honorable Mention recipient for the 20th Annual Invest in Others Awards for my charitable contributions to Tu Nidito Children and Family Services.
The Invest in Others Awards program recognizes the charitable work of financial advisors in communities across the country. I've been recognized for my decade long dedication to Tu Nidito's mission to establish a compassionate community of acceptance and understanding for children, teens, young adults, and families grieving a serious medial diagnosis or death.

Check out Morgan Stanley Research's 2026 Midyear Economic Outlook, with perspective on the economic backdrop and potenti...
06/16/2026

Check out Morgan Stanley Research's 2026 Midyear Economic Outlook, with perspective on the economic backdrop and potential implications for markets. https://livesocial.seismic.com/a52hrt

The SHEconomy is a broad shift in who influences financial decisions, and it's changing how households spend, save and i...
05/04/2026

The SHEconomy is a broad shift in who influences financial decisions, and it's changing how households spend, save and invest. Learn what's driving the shift and why it matters. https://livesocial.seismic.com/aiBe7w

We're pleased to share some exciting news from our team! Financial Advisors Marc Lock (5th consecutive year), Wayne Grif...
04/30/2026

We're pleased to share some exciting news from our team! Financial Advisors Marc Lock (5th consecutive year), Wayne Griffith (4th consecutive year), and Eric Boos (3rd consecutive year) on being named to the 2026 Forbes ranking of Best-In-State Wealth Advisors.

This recognition reflects their dedication to delivering thoughtful guidance and exceptional service, and it underscores the strength of our collaborative, team-based approach to wealth management.

Thank you to our clients for your trust, and congratulations again to Marc, Wayne, and Eric on this well-deserved recognition.

Source: Forbes.com (Awarded April 2022, 2023, 2024, 2025, & 2026). Data compiled by SHOOK Research LLC for the period 6/30/20-6/30/25. https://www.morganstanley.com/what-we-do/wealth-management/awards/forbes/top-wealth-advisors-lists https://livesocial.seismic.com/axdtrs

April is Financial Literacy Month! While you may have a good grasp of your finances, taking some time to brush up on the...
04/21/2026

April is Financial Literacy Month! While you may have a good grasp of your finances, taking some time to brush up on the basics can help you navigate major money decisions. https://livesocial.seismic.com/aDgyO2

Have you considered how your lifestyle could affect your spending needs in retirement? Let's talk about strategies that ...
04/21/2026

Have you considered how your lifestyle could affect your spending needs in retirement? Let's talk about strategies that can help you proactively prepare. https://livesocial.seismic.com/aHN14m

2026 is set to bring big policy shifts that could affect markets—and your portfolio. Here are seven trends our strategis...
03/30/2026

2026 is set to bring big policy shifts that could affect markets—and your portfolio. Here are seven trends our strategists are watching.

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Address

7175 N. Pima Canyon Drive
Tucson, AZ
85718

Telephone

+15207457009

Website

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