Morgan Stanley Wealth Management










































A Culture of Investment Excellence

The pursuit of a long term financial goal begins with a Financial Advisor who can help you reach it. Armed with a deep understanding of your distinctive needs, a Morgan Stanley Financial Advisor can plan and execute strategies, drawing from the products and services of an internationally admired financial services firm. Morgan Stanley can help you meet your objectives today, tomorrow and for generations to come. We're ready to work for you.
 


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Morgan Stanley Wealth Management Global Investment Committee ("GIC")

Led by CIO Mike Wilson, the GIC presents
long term ideas through asset allocation and investment strategy, as well as short term tactical opportunities.

Watch Mike Wilson's February
Positioning Video
Read This Month's Commentary
Follow Mike Wilson on Twitter
Learn More






The New Morgan Stanley Mobile App is Now Available

The Morgan Stanley Mobile App for iPhone® is designed exclusively for the needs of Morgan Stanley's Wealth Management clients, connecting you to your accounts and enabling you to view balances, holdings and activity information. You'll have access to a full suite of cash management functions, including the ability to pay bills, transfer funds and deposit checks.

Download Now
Watch a Demo Video
Register for Morgan Stanley Online




Incorporating Health Care Into Your Wealth Planning Strategies

Many clients are taking steps to guard their financial security against potential unexpected injuries or illnesses. These resources can help get you started:

Learn about health care planning
and advisory solutions:
Health, Wealth and Advice

Learn how to incorporate rising costs and
health care reforms into your wealth strategy:
The Health-Wealth Connection

















1 Morgan Stanley Wealth Management recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

2 Morgan Stanley Smith Barney LLC ("Morgan Stanley"), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trusts, estate planning, charitable giving, philanthropic planning and other legal matters.

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