The Strachan Group at Morgan Stanley Private Wealth Management is a comprehensive Wealth Management team combining decades of experience with Morgan Stanley’s strength, stature and resources.
Your financial success is my team’s first priority. We look forward to combining our experience and skills to help you address the challenges and complexities of wealth so that you can accomplish things in life that are essential to you.
We know how hard you worked to accumulate your wealth, and we are committed to working together to keep your goals in focus.
2008-2009, 2014-2015, 2016-2020 Barron's Top 100 Financial Advisors (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2016-2020). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
2019, 2021-2022 Forbes America's Top Wealth Advisors
Source: Forbes.com (2019, 2021-2022). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of the year the award was issued.
Barron's Top 50 Private Wealth Management Teams
Source: Barron's.com (Awarded Apr 2020) Data compiled by Barron's based on time period from Dec 2018 - Dec 2019.
2012-2022 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2012-2022). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2022 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded Apr 2022) Data compiled by SHOOK Research LLC based on time period from 6/30/20 - 6/30/21.
2023 Forbes Best-in-State Wealth Management Teams
Source: Forbes (Awarded Jan 2023). Data compiled by SHOOK Research LLC based on time period from 3/31/21 – 3/31/22.
Financial Times 400 Top Financial Advisors
Source: ft.com (Awarded Apr 2013) Data compiled by Financial Times based on data as of 12/31/12.
Financial Times 400 Top Financial Advisors
Source: ft.com (Awarded Mar 2014) Data compiled by Financial Times based on time period from 9/30/12 - 9/30/13.
Accolades:
- Brian Strachan Named to Barron's Top 100 Advisors 2016-2020
- Brian Strachan Named to Barron's Top 50 Private Wealth Advisory Teams 2020
- Brian Strachan Named to Forbes America's Top Wealth Advisors 2021-2022
- Brian Strachan Named to Barron's Top 1200 Financial Advisors 2021-2022
- Brian Strachan Named to Forbes Best-In-State Wealth Advisors 2022
- The Strachan Group Named to Forbes Best-In-State Wealth Management Teams 2023
Capabilities
- Comprehensive Wealth Planning
- Investment Management
- Asset Allocation
- Sustainable & Responsible Investing
- Cash Management & Lending
- Risk Management
- Tax, Trust & Estate Advisory
- Philanthropy Management
Securities Agent: TN, NJ, CA, AZ, NV, MD, MA, KY, IN, DC, CO, WA, NM, ME, GA, FL, MT, LA, CT, OR, NC, IL, WY, VT, VA, SC, RI, MI, UT, PA, OH, NY, NH, MO, DE, AL, TX; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1270190
CA Insurance License #: 0B09227
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
- Approximately 350 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $980 billion in AUM1
- Comprising 23% of the Barron’s Top 250 Private Wealth Management Teams for 2024
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December, 2024
Source: Barron's.com (May 2024) 2024 Barron's Top 250 Private Wealth Management Teams awarded in 2024. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.