Welcome

I run an Intentional Wealth Practice with a focus on sustainable investing. Most of my clients are purposeful women and couples who are committed to their community and recognize the importance of creating wealth. They are facing changes and want to make sure that they can continue to live their life on their own terms, live their life with purpose and give back to the world.

It doesn’t matter if they are retiring, have inherited or sold a business, they all come to me with the same three concerns:

* Do I have enough? 
* Will I have to go on a budget when I'm 80? 
* How I use my money in more meaningful ways?

As a result of working with me, you will:

Develop a Purposeful Wealth Plan that defines your money values, clarifies your goals and builds a roadmap forward. 

Implement a Balanced Investment Strategy that includes sustainable investments and ensures short and long term income needs. 

Become a part of our Intentional Wealth Network where we provide education and support that inspires you to take control of your financial life and create the world you want to be part of. 
My Background
  • Before I was recruited to Morgan Stanley, I was the Vice President of Sales for Quality Bicycle Products, a Minnesota-based bicycle company. There I led a team of 100 people and was responsible for sales and customer service for the global company and was a member of the executive leadership team. I have deep experience in corporate financial, sales & marketing and business strategy. I was also recognized for my advocacy and diversity and inclusion efforts in the bicycle industry with a “Best and Brightest Under 35” award.  I am a relentless adventure junkie with a passion for learning. I live in South Minneapolis with my wife and two children. I love playing with my kids, racing bicycles, running, skiing and traveling with my family. I coach high school mountain biking and am active with social enterprise organizations in Minnesota.
Services Include
  • Sustainable Investing1
  • LGBT Planning Services
  • Financial Planning2
  • Retirement Planning3
  • Business Succession Planning4
  • 401(k) Rollovers
  • 529 Plans5
  • Business Planning6
  • Estate Planning Strategies7
  • Philanthropic Management8
Securities Agent: MN, WI, WA, UT, TX, OR, OK, OH, NY, NV, NJ, NH, NC, MD, MA, IL, IA, FL, CT, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Sustainable Investing

We work with people who care about living socially responsible lives. What that means differs by person. When we work together, we talk about your values and the impact you want to make with you money and your life. Part of how we create that impact is by using sustainable investments.
  • Why sustainable investing?
    Futurists paint striking and sometimes divergent pictures of the world in 2050. On the one hand, technology will empower us to harness scarce resources more efficiently than ever; transform health care delivery, and lift millions out of poverty. On the other hand, a population of nearly 10 billion people may intensify competition for natural resources and food, overcrowd urban infrastructure, accelerate climate change and increase economic disparities.

    The prognostications may sound remote, but they depict a world that is less than 35 years away - a time frame short enough to affect anyone who is raising young children, planning for retirement, or just beginning a career.

    We believe that the global challenges we face in the decades ahead pose critically important questions not only for society at large but also for each of us as individuals, citizens, parents, leaders and policymakers. And for our clients, these challenges are likely to present significant implications for their financial goals and investment decisions. How do we ensure that the future doesn't hold intensifying resource scarcity, economic inequality and ecological damage? How will people live and economies growth with the planet's carrying capacity - without taking an unacceptable toll on our values, security and quality of life?

    DEFINING SUSTAINABILITY
    We define sustainability as a commitment to economic, social and environmental well-being for both the present and the future. We see sustainable investing as mobilizing capital to business that engage in these behaviors and practices.
  • How do I Invest Sustainably?
    Through thoughtful dialogue and collaboration with Alix, clients clarify and reveal their distinct motivations and values that ultimately will drive their investing strategy. These drivers incorporate personal values, financial priorities, worldview and more.

    Some examples include, among many others, integrating environmental awareness, promoting diversity and supporting local communities, screening out firearms or weapons manufacturers, and targeted investments in renewable energy and clean water technologies.

    How do I get started with sustainable investment? Reach out to me at alix.magner@morganstanley.com or 612)340-6753.

Events

PLEASE JOIN US FOR AN ENGAGING AND EDUCATIONAL SEMINAR ON

Intentional Giving
A Conversation on Creating Meaningful Impact

Date
Tuesday, May 21st 2019
6:00 p.m. - 8:00 p.m.

Location
Westminster Presbyterian Church
1200 Marquette Avenue
Minneapolis, MN
55403

Should I give now or later?

How do I give more intentionally so I feel good about my plan?

What is the best way to make a gift?


You have worked hard to create security for you and your family and now you want to create more meaning with your money. You want to impact organizations and causes you believe in—but in a way that supports your heirs and tax responsibilities. You may even be wondering about charitable gifts that increase your lifetime income. Join us for a fresh and informative conversation about how you can give your money in a way that creates the most joy and impact.

FEATURING PANELISTS

Diana Marianetti
Estate Planning Attorney Maslon LLP

Paul Odegaard
Philanthropic Advisor Minneapolis Foundation

WITH MODERATOR
Alix Magner
Financial Advisor Morgan Stanley

RSVP FOR YOU AND A GUEST
SPACE IS LIMITED. RSVP for you and a guest by May 14th either
Online at this link or
To Alix Magner at (612)340-6753 or alix.magner@morganstanley.com

Wine, light appetizers and program

HOSTED BY

Alix Magner and Charles Kerl
Morgan Stanley
225 S. 6th Street
#5100
Minneapolis, MN 55402

Diana Marianetti
Maslon
3300 Wells Fargo Center
90 South Seventh Street
Minneapolis, MN 55402

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  • PAST EVENTS:
    Ethical Investing: Your Power to Invest for Good
    Tuesday, November 13th from 5:00- 6:30 p.m
    Wednesday, October 10th 7:30 - 9:00 a.m.

    You should leave this event:
    * Feeling more confident about using your values to motivate financial decisions
    * Excited about your future and inspired to take charge of your money
    * With a process of creating more meaning with your money
     
    Event Venue 
    The Birchwood Café
    3311 East 25th Street
    Minneapolis, MN 55406

    CRC2252918 9/18
    Calendar of Events
If you want to live a full and fulfilling life, want someone who puts your best interests first, relies on evidence, and is committed to achieving great outcomes with money and in life, then I'm likely to be a fit for you.


While I work with many different people in Minnesota, there are a few professional niches where I've developed a lot of experience and have many clients: attorneys, professional women close to retirement and people in tech (where we have clients from large companies to small Minneapolis startups).

Most of my clients bring progressive values to our work together. If you want to build wealth in a way that aligns with your values, we are likely to be a good fit.

    Client Service Team

    • Helen Tong - Client Service Associate
      As a member of the Morgan Stanley team, Helen Tong brings nearly a decade of experience in the Financial Services Industry.  Coupled with a sharp eye for detail, Helen’s deep understanding of cash management and lending solutions have made her indispensable.  Helen’s upbeat attitude and strong work ethic have afforded her opportunities to work with a wide variety of clients, ranging from successful individuals to multi-national billion dollar corporations, such as Nike Inc. and Gap Inc.  Helen constantly strives for excellence and always willingly accepts new challenges.


      Helen's work at Morgan Stanley covers
      - New account opening and paperwork
      - Cash management including money movement, wires, debit cards and checks, and the American Express Card
      - Digital Access including Morgan Stanley Online and the Morgan Stanley iPhone and Android App


      Born and raised in Macau, Helen is tri-lingual.  Helen holds a Bachelor of Arts (B.A.) in Sociology, as well as a Master of Business Administration (M.B.A.). She has been a resident of San Francisco for the past 18 years.  She is an energetic individual who loves spending time with family and friends. Helen has an 8-year-old nephew and a 3-year-old niece whom she adores very much.  On the rare occasion she is not working, Helen can be found on a hiking trail, next to a campfire, or at the beach.  She also loves traveling the world. She has been to 13 countries and visited 4 of the New 7 Wonders of the World; most recently hiking the Inca Trail in Peru. In addition to traveling and enjoying nature, Helen has a deep passion for Salsa and Ballroom dancing, and she has been known to enjoy a good glass of wine

    Location

    225 South 6th St
    Ste 5100
    Minneapolis, MN 55402
    US
    Direct:
    (612) 340-6753(612) 340-6753

    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
    Investing in Artificial Intelligence and Automation

    Investing in Artificial Intelligence and Automation

    AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

    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
    A Parent's Guide to Talking to Your Kids About Money

    A Parent's Guide to Talking to Your Kids About Money

    Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.

    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
    Choosing an Environmental Charity

    Choosing an Environmental Charity

    There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

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    With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
    Learn more about Sign Up for eDelivery
    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.
    Learn more about Reserved | Living & Giving
    Your Financial World. On the Go.

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    With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
    Learn more about Your Financial World. On the Go.
    Access Morgan Stanley Online

    Access Morgan Stanley Online

    Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
    Learn more about Access Morgan Stanley Online
    Ready to start a conversation? Contact Alix Magner today.
    Market Information Delayed 20 Minutes
    1The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

    2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

    3Morgan 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.

    4Morgan 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.

    5Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

    6Morgan 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.

    7Morgan 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.

    8Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision. 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. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

    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.

    Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

    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.

    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.


    CRC 2019752 10/2018