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Careful planning is key to achieving your financial goals. Whatever your goals may be — from sending children to college and retiring comfortably to passing your hard-earned estate assets on to loved ones — our professionals will evaluate your situation and help you determine which strategies are right for you.
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At Morgan Stanley Smith Barney, we help you plan according to your needs
 
Protect your financial future.
Let our financial planning program
provide you with a comprehensive
assessment of your insurance coverage.		 Offer your employees a
retirement plan that works.
Establish a business
retirement plan that will attract and
retain valuable employees.
Plan for your child's education.
Learn to save for education with
our variety of funding solutions.
 
 
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The Global Wealth Management Group of Morgan Stanley & Co. Incorporated and the Smith Barney division of Citigroup Global Markets Inc. have combined into Morgan Stanley Smith Barney LLC, a new investment adviser and broker-dealer registered with the Securities and Exchange Commission.
 
In general, references to Morgan Stanley in this section of the site should be read as Morgan Stanley Smith Barney; however, some services will continue to be provided by Morgan Stanley & Co. Incorporated. Click here to read the Statement of Responsibilities, which explains the respective roles and functions of Morgan Stanley and Morgan Stanley Smith Barney.
 
The information and services provided on the website are intended for persons in the U.S. only. Non-U.S. persons are directed to our Global Offices page.
 
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