Morgan Stanley Private Wealth Management, a division of Morgan Stanley Smith Barney LLC provides highly customized financial advice, investment solutions and brokerage services to individuals, families and foundations with $20 million or more in investable assets.
As Morgan Stanley Smith Barney’s premier service for individuals and families with significant means, we specialize in providing our clients with custom-tailored financial solutions and a level of sophistication and access to expertise and investments typically reserved for large corporations, financial institutions and governments.
Our Approach
Since our inception, we have been dedicated to serving our clients through a relationship based on intimacy, integrity and mutual trust.
When a new client comes to Private Wealth Management, our relationship begins with a discovery process - an in-depth dialogue to identify all the factors surrounding and defining the client’s wealth. This includes the client’s short and long-term goals and concerns, the structure of his or her holdings, and the client’s exposure to – and tolerance for – risk.
The client’s dedicated team and wealth management specialists then work with the client to construct, implement and monitor an asset allocation strategy that will help the client achieve his or her many objectives.
