800 600 2620Call For An Interview
800 600 2620Call For An Interview

Private Wealth
Advisors

Private Wealth Management

Private Wealth Management
Establish Generational Wealth

Dedicated to helping affluent families address the multifaceted
demands of managing their wealth.

The complex financial issues of ultra high net worth individuals and families require highly specialized resources and a deep understanding of the concerns associated with significant wealth. To help our clients address these issues, Private Wealth Management combines the vast resources of a global financial leader with the tailored services of an exclusive wealth management boutique.

With over 250 highly experienced teams located across the U.S., we specialize in the unique planning, governance, liability management and investing needs that accompany affluence.

Our Advisor Careers Help Families Build Common Wealth

Wealth Management Careers Have Huge Potential

What is the average annual salary for Wealth Management Specialist?
How much does a Wealth Management Specialist make?

The median annual Wealth Management Specialist salary is $78,434,as of January 30, 2018, with a range usually between $63,568-$92,826, however this can vary widely depending on a variety of factors..

Trust *OVER* ENTRUST

As part of the Wealth Management team, you will have the opportunity to work alongside some of the industry’s leading experts to provide comprehensive advice and solutions to our clients.

Private Wealth Advisors

Generational Wealth
Management

Wealth Management creates comprehensive first-class strategies for building, preserving and transferring wealth for some of the world’s wealthiest individuals and families

Old Money > Young Money

Your contributions can have lastingimplications on clients and the causes they support.

If You Don’t Like Young
Money Stay Broke

We oversee $829 billion in assets for some of the wealthiest individuals and families in the worldtion your business strategically under the ICM umbrella giving you all the upside of being an entrepreneur, but limits your downside risk

Manage Global Money

Our training and guidance focuses on combining big-picture concepts with precise solutions.

We Can Help You

Comprehensive Capabilities and Customized Solutions

Comprehensive Capabilities and Customized SolutionsServing a select number of highly affluent clients, your Private Wealth Advisor provides you and your family with an exceptional level of service and the insights and resources needed to help you achieve your goals.

  • Strategic and Tactical Asset Allocation
  • Manager Selection and Portfolio Construction
  • Trust Services
  • Personalized Estate and Financial Planning
  • Philanthropy Management
  • Lifestyle Advisory
  • Family Governance and Wealth Education
  • Insurance Solutions
  • Technical Insights
  • Cash Management and Lending

Some specialty areas require licensing. For example, financial advisors who want to sell insurance must be licensed in their state as an accredited adviser in insurance. Advisors who focus on investments must register with their state or with the Securities and Exchange Commission (SEC) as a Registered Investment Advisor.

Meeting your needs at every life stage

Goals-based
wealth planning

Defining your life goals and developing a truly personalized wealth strategy

Investment
advice

Thought leadership to help navigate you throught the most challenging market cycles

Long term care &
Disability Insurance

Helping you plan for an uncertain future with a varienty of products for managing risk

Trust and
estate planning

Helping you plan for an uncertain future with a varienty of products for managing risk

What can we give you?

Plant Your Own Wanka Ticket
& Watch Your Potfolio Bloosom

1

Renowned Intellectual Capital

Your Private Wealth Advisor can tailor an investment strategy based on a deep understanding of your goals. You will have access to Morgan Stanley’s specialists in asset allocation and manager selection, as well as an open architecture platform with a wide range of traditional and alternative investments.

2

Legacy and Philanthropy

Your Private Wealth Advisor can work with you to create a wealth strategy that is aligned with the core values that have shaped your life.Our holistic approach incorporates complex financial structuring, wealth transfer strategies and family office services like philanthropy management, family governance and wealth education.

3

Exclusive Introductions

Your Private Wealth Advisor provides you with access to the vast capabilities of Morgan Stanley. This can include introductions to investment bankers, capital market professionals and private bankers. They also provide opportunities to exclusive client events and educational programs for a select group of ultra high net worth individuals.