Wealth Management

Products and Planning

You want to make a long-term financial plan, manage day-to-day cash, and prepare for the unexpected. Our firm has the planning capabilities, personalized support and innovative solutions you’re looking for. We can help you manage your financial life—so you can stay focused on what truly matters.

Explore our Products and Solutions

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Cash Management and Lending Solutions

Help simplify your financial life with a combination of cash management and lending solutions designed to complement your investment strategy and support your financial goals.

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Impact Investing Platform

A full range of solutions designed to advance the environmental, economic and social goals that matter most to you—while striving for competitive performance.

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Alternative Investment Solutions

Investment strategies, spanning private equity, real assets, private credit, hedge funds and digital assets, that pursue differentiated sources of return relative to traditional investments.

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Total Tax 365

Morgan Stanley Total Tax 365 offers access to a spectrum of tax-smart investment solutions to help mitigate the tax drag on your portfolio and keep more of what you earn.

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CashPlus Brokerage Account

Access your cash from banks or tellers that accept Mastercard® and manage your cash on the go with Morgan Stanley Online and the Morgan Stanley Mobile App.

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Thematic Investment Baskets

A differentiated single-transaction method for investing in innovative opportunities across a wide variety of market sectors and investment themes.

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Insured Solutions

A robust suite of insurance and annuities solutions backed by its licensed insurance agency affiliates that can aid in safeguarding you and your loved ones.

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Exceptional Perks and Benefits

Morgan Stanley Reserved Living & Giving is a complimentary perks program that gives eligible clients access to one-of-a-kind experiences, curated lifestyle content and discounts on cars, travel, show tickets and more.

Planning to Help You Pursue Your Goals

For life’s biggest goals, you need a roadmap to get there. Our planning strategies can help you balance competing priorities to reach the future you envision.

Comprehensive Financial Planning Generating Retirement Income Higher Education Funding Tax Efficient Investment Planning Charitable Giving Strategies Sustainable & Impact Investing

Find a Financial Advisor who fits your needs

No matter what you want to accomplish, our Financial Advisors work with you to provide ongoing, comprehensive planning and investment advice to help put you in a position to succeed.

Find A FINANCIAL ADVISOR

Check the background of our firm and investment professionals on FINRA's BrokerCheck(opens in a new tab).

Wealth Management Built Around You

WEALTH MANAGEMENT

Advice for Families and Individuals

We offer services and guidance tailored to your needs.

WEALTH MANAGEMENT

Online Access and Digital Tools

We make it easy to manage your money from anywhere.

WEALTH MANAGEMENT

Corporate and Institutional Solutions

Sophisticated support for employers and fiduciaries.

Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking-related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.

CRC#4264445 (03/2025)

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