About Us

AGS Wealth Management group takes a holistic approach to financial planning, incorporating various aspects of our clients’ personal and financial lives. We are passionate about conducting a specialized and effective discovery process and helping to address our clients’ financial planning and investment management needs. We understand that highly successful families want to maintain their lifestyle and cultivate the wealth they have created.AGS Wealth Management Group has extensive knowledge in international wealth planning – retirement, estate, education and asset allocation – which enhances the group’s ability to provide a comprehensive and personalized strategy to every one of our clients, factoring in their individual goals, values, aspirations, and concerns to help achieve their financial objectives.Our team offers an unusual combination of experience, excellent credentials, and high-level service to each of our clients. We are strong advocates of comprehensive wealth management and long-term, goal-based investment planning. In addition, we are structured to provide hands-on, immersive advice and assistance to a select number of clients and families.During our planning process we establish a tailored strategy and a custom designed financial plan that prioritizes your goals.We have extensive experience working with affluent families, business owners and a select group of individuals from organizing, planning and managing all aspects of their wealth to protecting and preserving the lifestyle they have so carefully built.At AGS Wealth Management, our team of specialists is committed to offering thoughtful advice, dedicated customer service and seamless integration across all aspects of your financial world. Today it takes more than investment guidance to help you achieve your goals; we can provide access to a high-caliber network of contacts and resources.
Services Include
  • Wealth Consulting
  • Wealth Management1
  • Executive Benefit Services2
  • Estate Planning Strategies3
  • Financial Planning4
  • Stock Option Plans5
  • Corporate Pension Funds
  • Trust Accounts6
  • Corporate Retirement Plans7
  • Trust Services*
  • Retirement Planning8
  • Professional Portfolio Management9
  • Lending Products
  • Life Insurance10
  • Annuities11
  • Corporate Bonds12
  • Foreign Exchange13
  • Municipal Bonds14
  • Exchange Traded Funds15
  • Long Term Care Insurance16
  • Fixed Income17
  • Defined Contribution Plans18
  • Executive Financial Services19
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Financial Times Top 400 Financial Advisers 2016

  • Financial Times Top 400 Financial Advisers 2015

Our Credentials

Certified Financial Planner (CFP®) - The CFP® designation identifies those individuals who have met the experience and ethical requirements, have successfully completed financial planning coursework and have passed the CFP Certification Examination covering the following areas: financial planning, risk management, investments, tax planning and management, retirement, employee benefits, and estate planning.

Family Wealth Director – is granted to those who have successfully completed a rigorous accreditation program focused on skills required for comprehensive wealth management across a range of disciplines important to wealthy individuals. Designated individuals must demonstrate professional knowledge and experience in estate planning, traditional and alternative investments, control and restricted securities, financing alternatives, hedging and monetization, and business succession planning.  It also entitles an advisor to specialized access to a variety of family advisory services including, family governance and dynamics, philanthropic services and customized reporting.

International Client Advisor – These advisors have received international account training, and work in environments where the unique needs of nonresident clients are well-understood. They possess the expertise, experience and resources needed to help address the unique needs of clients located outside of the U.S.

Executive Financial Services Director - is an educational designation that allows an Advisor to speak with knowledge of the rules and regulations concerning executives while managing the holdings in their companies and leveraging the services offered by Morgan Stanley.

Portfolio Manager – The designation is given to a select group of financial advisors. It allows them to offer portfolio management services directly to their clients, rather than delegating that responsibility to third-party portfolio managers.

    Location

    1290 Ave Of Americas
    13th Fl
    New York, NY 10104
    US
    Direct:
    (212) 692-2366(212) 692-2366
    Toll Free:
    (888) 487-7157(888) 487-7157

    Meet AGS Wealth Management Group

    About Me

    When Andrew started his career in finance, he set out to build a team with the depth of knowledge and experience to support ultra-high net worth individuals, their families, foundations, and businesses all over the world, in all areas of their financial lives. 

    As Family Wealth Director, Andrew is among a select group of over 16,000 financial advisors at the firm. This gives him access to the best resources and opportunities available to Morgan Stanley clients, which he leverages to develop specific tax, risk management, and investment strategies for wealth accumulation, distribution, and transfer. 

    Clients welcome Andrew’s boundless energy, which strikes a balance of directness and humor, and exudes clear knowledge of the complexities and emotional tendencies that come with personalized wealth management. He prioritizes his clients’ needs through a specialized discovery process that is based in a deep understanding of behavioral finance, and favors education and commitment to clear process. Known for his ability to break down complex ideas and deliver concepts in a relatable and tangible way, Andrew is a skilled leader and firm believer in anticipating clients’ needs before they do. He surrounds each client with a dedicated team that is sensitive to his or her unique needs, values, and goals.

    Recognized in 2015, 2016, 2018 by the Financial Times as one of the top Financial Advisors and named to Forbes Magazine’s List of America’s Best-in-State Wealth Advisors.

    Outside of the office, Andrew has close involvements with the Israel Defense Forces, as well as several veterans’ associations. A lover of animals, Andrew is known to donate his time and resources to the American Society for the Prevention of Cruelty to Animals (ASPCA). Andrew enjoys traveling the world, collecting wine, and is fluent in English and Russian.
    Securities Agent: CT, AZ, CA, CO, DE, FL, GA, HI, IA, IL, IN, MA, MI, MN, NC, NJ, NV, NY, OH, PA, RI, TX, VA, WA, WI; Investment Advisor Representative; General Securities Representative; Transactional Futures/Commodities; Managed Futures
    NMLS#: 1255378

    About Me

    Maria is a financial advisor and partner with the AGS Wealth Management Group at Morgan Stanley. With over 12 years of experience in the financial services industry, Maria provides significant expertise, and is a trusted advisor to her many clients.

    Applying a comprehensive goal-based approach to wealth management, Maria focuses on advanced financial planning for prosperous families. Maria works closely with her clients’ tax advisors and attorneys to ensure their tax optimization and risk mitigation strategies are addressed unilaterally by the entire team working on behalf of each of her clients.  

    In addition to financial planning, Maria oversees the team’s portfolio allocation strategy efforts. In tandem with the development and maintenance of investment models for the group’s U.S.-based clients, Maria has been involved in building an offshore model portfolio for those clients who maintain tax residency outside of the U.S.

    Maria started her career as an Advisor at Morgan Stanley in 2006. Prior to returning to Morgan Stanley in 2014, she spent 6 years at UBS Wealth Management focusing on the needs and goals of private clients and corporations.

    Maria holds a CERTIFIED FINANCIAL PLANNER™ designation and has completed advanced Portfolio Management Certification.  She maintains her series 7, 66, 31 and Life, Accident and Health Insurance Licenses. She has earned a Master of Business Administration degree from Long Island University CW Post, and spent a year studying at the European Business School London and Pole Universitaire Leonard De Vinci in Paris as part of the curriculum. She has a Bachelor of Science from Lake Superior State University, Cum Laude. 

    Outside of office, Maria is involved in the efforts of the Russian Children's Welfare Society and volunteers serving as a judge for Invest Write, a program of the SIFMA Foundation. She enjoys global travel, golf and reading. Maria is fluent in English and Russian and resides in Weehawken, NJ.
    Securities Agent: AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, MA, MN, NC, NJ, NV, NY, OH, PA, RI, SC, TX, VA, WA, WI; General Securities Representative; Managed Futures
    NMLS#: 1339283

    About Me

    Alexandra has proven to be a valuable asset in her role as Business Development Director with the AGS Wealth Management Group at Morgan Stanley, cultivating in-depth relationships with high net-worth individuals and their business partners. Her primary focus is assisting the group in leveraging Morgan Stanley’s intellectual capital in asset allocation, investment strategy, and performance and risk analysis, which has significantly elevated the group’s efficiency and reach. She also focuses on comprehensive financial planning to provide clients with an overview of their assets, resources and liabilities, while offering them concrete recommendations to help achieve their unique financial goals. Alexandra is also in charge of Fixed Income SWAP strategies, analysis, review, and execution, as well as annuities analysis and review.

    Prior to joining Morgan Stanley, Alexandra worked at UBS Financial Services where she helped devise customized financial strategies for existing and prospective clients, managed proprietary models, conducted research and analysis, and assisted with meeting client needs to deliver integrated financial solutions.

    Alexandra has a Bachelor of Business Administration in Finance and a Master of Business Administration from Baruch College. She currently holds Series 7 (General Securities Representative), Series 66 (Uniform Combined State Law) and Life, Accident and Health Insurance Licenses.

    Outside of the office, Alexandra is in involved in Russian-Speaking Women in Business Club and volunteers for Alumni Relations committee at Baruch College. She is fluent in English and Russian.

    About Me

    Slavyana serves as a Senior Registered Associate for the AGS Wealth Management Group at Morgan Stanley, and brings over 7 years of experience delivering outstanding service to ultra-high net worth clients in the areas of financial planning, life and health insurance, and restricted stock assistance for publicly traded corporations.

    Slavyana’s primary roles include client operations and portfolio analysis, international disbursements and account transfers, foreign currency account maintenance and conversions, as well as execution of the team’s trading and syndicate strategy. She also works closely with corporate executives to assist them with their equity-based compensation strategies.

    Prior to working at Morgan Stanley, Slavyana started her career at UBS Financial Services. She is FINRA registered and maintains her Series 7 (General Securities Representative), 66 (Uniform Combined State Law) Securities Licenses, and Life, Accident and Health Insurance License.

    Outside of work, Slavyana enjoys traveling, molecular gastronomy and running. She currently resides in New York City and is fluent in English and Russian

    About Me

    Vladimir takes on various tasks and responsibilities to support the AGS Wealth Management Group at Morgan Stanley. While he is active in assisting with marketing and administrative duties, his background and passion for finance have quickly proven him an assetto the team.Prior to starting with Morgan Stanley in New York City, Vladimir gained experience working at a customs brokerage firm on Long Island.Vladimir has a Bachelor of Science degree in Economics from The Pennsylvania State University with minors in Business and French. In college he was involved with the Economics Association and Asset Management Clubs. He is fluent in English, Russian, and conversational in French.
    From Our Team

    Forbes 2018 Press release template Top State by State FAs


    Investment and Market Perspectives

    On the Markets

    Retirement

    Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
    • 401(k) Rollovers
    • IRA Plans
    • Retirement Income Strategies
    • Retirement Plan Participants
    • Annuities
    The Simple Six-Step Retirement Checkup

    The Simple Six-Step Retirement Checkup

    Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.
    • Asset Management
    • Wealth Planning
    • Traditional Investments
    • Alternative Investments
    • Impact Investing
    Five Smart Strategies to Use a Bonus or Raise

    Five Smart Strategies to Use a Bonus or Raise

    Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

    Family

    Creating customized financial strategies for the challenges that today's families face.
    • Estate Planning Strategies
    • 529 Plans / Education Savings Planning
    • Long Term Care Insurance
    • Special Needs Planning
    • Trust Services
    Financial Transition: A Guide for Women

    Financial Transition: A Guide for Women

    Here's how to take control of your finances if a death or divorce leaves you holding the reins.

    Business Planning

    Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Qualified Retirement Plans
    • Corporate Pension Funds
    6 Keys to Building a Startup

    6 Keys to Building a Startup

    Entrepreneurs share ideas and learnings from the experience of starting a company.

    Philanthropy

    Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing
    A New Roadmap for Mission Alignment

    A New Roadmap for Mission Alignment

    Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

    Insights and Outcomes

    Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
    Art as An Asset
    CRC 2274738 01/19

    Art as An Asset

    Art may play a significant role in the context of a collector's overall wealth. Generally, a collector may differentiate financial assets, including stocks, bonds and real estate, from other possessions, such as art.

    Mosaic

    Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
    The 2019 Wanderlust List

    The 2019 Wanderlust List

    The world awaits your next adventure. Start here.

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    Reserved | Living & Giving

    Reserved | Living & Giving

    Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
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    Access Morgan Stanley Online

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    Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
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    Ready to start a conversation? Contact AGS Wealth Management Group today.
    Market Information Delayed 20 Minutes
    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

    1Morgan 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 legal matters.

    2Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

    3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and 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 trust and estate planning and other legal matters.

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    5Morgan 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 legal matters.

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    7Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

    8Morgan 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 legal matters.

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    10Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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    12Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

    13GlobalCurrency deposits are held at Morgan Stanley Private Bank, National Association ("MSPBNA"), Member FDIC. Morgan Stanley Smith Barney LLC and MSPBNA are affiliates. Morgan Stanley Smith Barney LLC is a registered broker-dealer, not a bank. Unless specifically disclosed in writing, other investments and services offered through Morgan Stanley Smith Barney are not insured by the FDIC, are not deposits or other obligations of, or guaranteed by, a bank and involve investment risks, including possible loss of principal amount invested. FDIC insurance does not protect against losses due to exchange rate movements.

    14Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.

    15An investment in an exchange-traded fund involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor's ETF shares, if or when sold, may be worth more or less than the original cost.

    16Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    17Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

    18Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

    19Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

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    The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable 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.

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    CRC 2019752 10/2018