Welcome

As a Morgan Stanley Private Wealth Advisory Team, we combine our extensive experience with the vast resources of a global financial services firm, to address the planning, governance, liability management, and investing needs of affluent families, their businesses, and philanthropic enterprises. Our holistic approach is grounded in investment strategy, but covers virtually every aspect of your financial life including: risk management, trust and estate structures, and even family dynamics and lifestyle management. By helping you preserve and grow your financial, family and social capital, we will assist you in ultimately shaping your legacy while providing value and guidance for generations to come. 

We are a boutique practice catering to a select and small group of clients, we maintain close and personal connections to our clients.   We stay connected to your goals that let you focus on the people, passions and philanthropies that add meaning to your life.  Our team scans the estate planning strategies, wealth succession, alternative investments, and philanthropy opportunities needed to protect and advance your wealth.  Many of our clients have unique and deeply rooted interests that require their full time focus.  Our job is to understand your life passions and customize an investment strategy trajectory that meets your needs.
Capabilities
  • Comprehensive Wealth Planning
  • Investment Management
  • Open-Architecture Platform
  • Manager Selection
  • Proprietary Investment Opportunities
  • Philanthropy Management
  • Family Governance & Wealth Education
  • Consolidated Reporting
  • Corporate Services
  • Sustainable & Responsible Investing
  • Corporate Stock Plans
  • Retirement & Pension Plans
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

About PWM

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 250 teams1  specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $330 billion in AUM2
  • Comprising 26% of the Barron’s Top 100 Financial Advisors list for 20173
  • 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 31, 2017
2 Morgan Stanley Internal Compensable Revenue Report, December 31, 2017
3 Barron’s Top 100 Financial Advisors, April 2017

Approach

Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
  • Philosophy
    The incredible advantage of working with the Eagle Team is our “small to big” difference. We keep your access “small” with a direct link and connection to Nadine, Maggie and team, while having the “big” unparalleled resources of a global firm at your fingertips.

    Unlike cookie-cutter processes that tend to minimize client individuality and pigeon-hole clients into pre-determined investments, we insist on sitting down and truly understanding our clients’ needs and interests. We strive to work as much as possible from our clients’ perspectives to understand where you are coming from and then apply our knowledge to help you get where you want to go. The end result is a comprehensive, customized wealth management plan, emphasizing global diversification, tax efficiency and risk management. Working with us empowers you to achieve financial success but, moreover, to establish career and life mission statements and legacy objectives that provide greater purpose toward that success.

    In addition to our client-first focus, giving back is central to our philosophy. Our philanthropic efforts are realized through our passions in our own personal lives, as well as through the work we do with clients to help them discover and grow their own passions. Additionally, we are one of the only teams within Morgan Stanley Private Wealth Management to create special events connecting entertainers and Morgan Stanley clients, in an effort to raises awareness and funds for select not-for-profits.
  • Clients
    Our clients come from all sectors of the technology, philanthropic, entertainment and artistic spheres. We take special pride in creating a safe space for entrepreneurs, artists, scientists and others whose creative contributions have transformed society and have a cultural imprint on how we look at the world. Many of our clients are notable Award winners whose unique contributions to the sciences, theatre, film and television have given them the options to support philanthropic foundations that benefit our society. We actively support these passions to give them a voice. Our clients’ unique financial situations require sophisticated advice around the best investment strategies to ensure long term financial security.
Forbes’ “Top Women Financial Advisors Award” 2017, 2018

Forbes’ “Best-In-State Wealth Advisors” 2018

The Financial Times’ “Top 400 Financial Advisors” 2017

Trustee of American Theatre Wing and Centennial Gala Co-Chair 2017-Present

Multi-Cultural Leadership Summit – Organizer and Interviewer of Hamilton Chicago Cast 2017

Family Wealth Director

Global Sports and Entertainment Director

Alternatives Investment Director

Co-Chair Multi-Cultural Employee Networking Group

    Location

    1585 Broadway, 21st
    Fl
    New York, NY 10036
    US
    Direct:
    (212) 761-8350(212) 761-8350

    Meet Eagle Team

    About Me

    Nadine Wong has been with Morgan Stanley Private Wealth Management in New York since 1991. As a Family Wealth Director, she focuses on helping to empower clients to achieve financial success through customized asset allocation, manager selection, risk management and value added services. Her clients include individuals, family offices and foundations, along with unique insight for performers, creators and owners in theater and film.

    The key driver to her success is to “know your client”. She communicates with clients to define their objectives and meet their goals by delivering a comprehensive, customized wealth management plan, emphasizing global diversification, tax efficiency and risk management. Nadine provides sophisticated strategies to help clients maintain purchasing power and enhance their wealth so they can focus on the people, passions and philanthropies that add meaning to their lives. She is proficient in areas of estate planning strategies, wealth succession, alternative investments, and philanthropy.

    In 2017, Financial Times recognized Nadine as one of the Top 400 Financial Advisors and one of only fifty-six in New York State, Forbes named her in its inaugural list of America’s Top Women Wealth Advisors, New York Magazine awarded her Five Star Wealth Advisors in New York and Outstanding 50 Asian Americans in Business. Morgan Stanley honored her with the inaugural 2014 Women of Achievement MAKERS award for her leadership, ethics and professionalism. She earned Registered Rep’s Top 50 Women Wirehouse Advisors 2011-2013. Barron’s named her on the Top 100 Women Financial Advisers in the United States 2006-2010 and Top 100 New York Financial Advisors 2009. Forbes named her to their Best-in-State Wealth Advisors list in 2018 and 2019.

    Nadine creates special events connecting Entertainers and Morgan Stanley clients, which raises awareness and funds for non-profits including Second Stage Theater, Young Playwrights Inc., American Repertory Theater, the Drama League, the Hispanic Federation, Stuttering Association for the Young, and Creative Arts Team. Her clients include Tony, Oscar, Grammy, Emmy, and MacArthur "Genius Grant" Award recipients.

    Nadine received her B.A. from the University of California at Berkley and M.B.A. from Columbia University. She Co-Chairs the Multicultural Networking Group, Co-Founder of “Out on Broadway “ LGBT annual panel, serves on the Alternatives Investment Advisory Council Board, the Drama League Board , Co-Chaired the 2013 Innocence Project Benefit and Advisory Committee Member and Co-Chairs  the 2017 American Theatre Wing Centennial Gala (Tony Awards).
    Securities Agent: TX, WY, WA, VA, TN, SC, RI, PA, NY, NJ, NC, MN, ME, MA, GA, FL, DE, DC, CT, CO, CA, AZ; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
    NMLS#: 1285048

    About Me

    Maggie Howell joined Morgan Stanley in 2006 with the US listed Derivatives Division and joined Private Wealth Management in 2008.  Her role includes implementation of specific client investment strategies as well as the management of clients’ estate, trust and retirement objectives.  Maggie has excellent interpersonal and organizational skills that allow her to maintain strong client relationships.  She manages all aspects of client services including trading, technology, portfolio statements, and reporting. Maggie graduated from Boston College and has Series 7, 66 and 31 licenses.  Over the past ten years, Maggie has volunteered as a tutor for the Fresh Air Fund and a mentor for Student Sponsor Partners.
    Economic and Market Perspectives

    On the Markets

    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.

    Managing Significant Wealth

    • Investment Management
    • Wealth Transfer & Philanthropy
    • Cash Management & Lending
    • Family Governance & Wealth Education
    • Lifestyle Advisory
    • Business Services
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    Market Information Delayed 20 Minutes
    The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.

    Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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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