Adam Graves
My Story and Services
NMLS#: 1255356
Our Process
As your dedicated wealth management team, our role is to tailor a personalized financial strategy which fits your needs. In our experience working with clients, we have developed a step-by-step approach to help you.
We take the time to listen to you and your family. We consider all of your challenges, goals, and aspirations when building your financial picture in order to best understand you and all the ways we can enhance your financial future.
Using your life goals as our compass, we create a risk-balanced strategy which maps a clear path to achieving your success.
We apply extensive research and analysis, and also utilize Morgan Stanley's full suite of resources, to ensure swift decisive action in all market scenarios.
We check in with you to deliver metrics around your portfolio, and ultimately measure trajectory towards your goals. Our ultimate mission is your success and well-being.
Customized Solutions
- Obtaining a Tailored Lening Facility
- Liquidity Access Line, and/or Margain Credit Facility for the purpose of investing in a business
- Acquiring Real Estate
- Addressing potential Tax Obligations or
- Simply having a source of Additional General Funding.
With education costs rising, paying for college has become a major life expense that requires smart planning. Find answers to key questions here.
Estate Planning is a strategy designed to protect, manage, and distribute your assets during and after your lifetime, while helping to minimize taxation. It will help you protect your legacy and those you care about most. As your advisors, we will work closely with you to explore factors that are relevant to existing and/or future estate structures and strategies.
The tax decisions you make today can help you save for years to come. Consider these smart tax strategies for your financial plan.
At Morgan Stanley, we offer a customized suite of industry-leading products, featuring Life, Long-Term Care (LTC), and Disability Income (DI) Insurance. Products are desgined to mitigate and manage clients' risk and provide a potent wealth planning tool for an uncertain future.
High Net Worth Lending can help provide the necessary funding and flexibility as you manage the diversification and expansion of your wealth. Our Lending team can suggest customized borrowing options designed to help meet your distinct needs. These needs could include:
Planning for retirement has never been easy, but in recent years, it's become increasingly difficult. My team and I are here to help you create a well-rounded planning approach for retirement. We will help identify your personal goals, track your progress towards acheiving them and work together to create a customized plan.
A Financial Plan Made For You
Our Wealth Management process begins with you, your investment objectives and your financial goals. Holistic in its approach, it may encompass all the elements of your financial life- your investments and cash management needs - making sure they align with your goals and wealth management plan.
At Morgan Stanley, we understand that the goals ou set today will evolve over time. Your plan will evolve with them- and with the changing cicumstances of your life.
Leveraging a sophisticated suite if analystic tools, as well aas the extensive resources of Morgan Stanley, we can help you take charge of your financial future and acheive your goals. Below, we have provided some links that will introduce you to a few tools that we use. Please click to learn more about them.
Goals Planning System (GPS) is Morgan stanley's own integreated planning tool. Built on the firm's intellectual capital and capabilities, GPS is an intuitive and efficient platform used to quickly assess whether a client is "On Track" to acheiving their financial goals.
With a clear goal in mind, investors can create a realistic plan to achieve their objectives within a certain time frame.
Managing multiple financial accounts across different firms can be complicated. With Morgan Stanley Online, you can link your non-Morgan Stanley accounts and analyze your cash flow all in one place.
Discovery is the first and one of the most important steps in the Financial Planning Process setting the stage for everything else. The goal of the conversation is to start an ongoing dialogue opening lifelong lines of communication, develop trust, as well as add context around client or prospect circumstances to enhance the planning experience.
Planning Your Retirement
I will work with you to understand what your priorities are during the crucial years and implement a customized strategy for you. Whether it is planning for retirement, transition into retirement, or already managing your assets in retirement, my team and i are equipped with the reasources and the knowledge to help you accomplish your personal and financial goal.
As retirement approaches, you'll want to have a clear understanding of what your financial needs are and if there's room for improvement.
Checking in on your retirement plan may make a lot of sense, especially when market volatility arises.
Deciding when to claim Social Security can have a significant effect on your retirement income. Learn how to help maximize your benefits.
Your retirement has the potential to be the most fulfilling period of your life–but you need to have a plan for your time as well as your finances.
Location
Portfolio Insights
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
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. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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