Matt Hansen, CFP®, CEPA®
Executive Director, Financial Advisor
Phone:
(858) 613-8151(858) 613-8151
Hansen Wealth Management Group at Morgan Stanley
Direct:
(858) 613-8151(858) 613-8151
Our Mission Statement
You built the business. Now build the legacy. We help you plan, preserve, and grow at every stage.
Our Story and Services
At The Hansen Wealth Management Group, we work with business owners and entrepreneurs who run complex companies across industries — from technology and life sciences to construction, distribution, and specialty services. What they share isn't a sector, but a reality: when your business accelerates, your financial decisions become more interconnected, more consequential, and harder to manage in isolation.
That's where we come in.
Our team helps owners navigate the full lifecycle of their business — growth, capital strategy, liquidity, and exit — drawing on decades of experience advising entrepreneurs through each stage. From expansion financing and strategic reviews to preparing for a sale, merger, or IPO, we understand how these moments unfold in real time. Just as important, we know the personal weight they hold for your family's future — and we help ensure your financial strategy reflects both the demands of the business and the life beyond the balance sheet.
As part of Morgan Stanley, we bring the depth of a global firm to the very specific needs of closely held businesses. Our clients benefit from access to corporate and investment banking resources, lending solutions, workplace benefits through Morgan Stanley at Work, and a broad platform of non-correlated investment opportunities, including alternatives. But the value we provide isn't just access — it's knowing how, why, and when to apply the right resources to support each stage of your life.
At the end of the day, what matters most of all is how we work. Our team prioritizes clarity, responsiveness, and follow-through. Business owners don't have the luxury of waiting days for answers, and neither do their decisions. When questions arise, we engage quickly, communicate directly, and stay involved as circumstances change. The result is a working relationship built around continuity, accountability, and advice that keeps pace with the business itself.
Let's Write Your Next Chapter, Together
If you're looking for perspective on your current strategy or want to discuss what's next for your business and personal finances, we invite you to connect with our team at (858) 613-8151.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Focus
You didn't get to this level by winging it, and your wealth doesn't thrive by chance. That's why we provide the tools, strategies, and coordination to help handle virtually every challenge — before they become problems. Here's how we support business owners and entrepreneurs:
Exit & Liquidity Planning
Preparing for a sale, merger, succession, or public offering isn't something you start at the last minute. We help owners map out the process well in advance, focusing on after-tax outcomes and long-term financial goals so that when the time comes, decisions are deliberate, strategic, and aligned with personal priorities.
Value Creation
Maximizing enterprise value requires more than operational effort — it takes strategic planning across revenue, profitability, and growth initiatives. We help owners identify levers that strengthen the business, seeking to help position it for optimal outcomes whenever a transition occurs.
Capital & Corporate Resources
From lending solutions and growth capital to the full capabilities of Morgan Stanley's Investment Bank and Morgan Stanley at Work, our clients can gain access to the resources they need, no matter their scale.
Advanced Wealth & Tax Planning
We integrate investments, estate planning, and multigenerational wealth transfer strategies to help coordinate your finances across business and personal wealth. In other words, we help ensure that major events in the business don't create unintended consequences in personal finances, and that every decision aligns with long-term goals.
Workplace & Founder Solutions
High-growth companies and founders have unique needs. We help navigate equity compensation, employee benefits, and founder-specific challenges, providing resources that help support both the business and the people who drive it.
Exit Planning
If you are contemplating an exit from your business, there are a multitude of personal, business, tax, estate, and financial factors involved in making this important decision. Planning ahead with the help of your professional advisors is essential for mitigating risk, enhancing business value, and ensuring that the exit helps you achieve your most important goals.
Exit Planning Checklist
A well-structured exit plan not only safeguards your financial interests but also ensures a smooth transition for all stakeholders involved. Please refer to the linked Exit Planning Checklist for detailed guidance.
Comprehensive Solutions
We understand the unique challenges and opportunities that come with managing family wealth, Through Morgan Stanley's Family Office Resources, we offer exclusive access to a comprehensive suite of services tailored to meet the complex needs of multi-generational families. Our approach is grounded in trust, transparency, and a deep commitment to preserving and growing your legacy for generations to come.
Family Office Resources Overview
Specialized wealth management services tailored for ultra-high-net-worth families, addressing complex, multigenerational financial issues. These services include estate planning, family governance, wealth education, philanthropy management, and investment strategy, all integrated with private wealth advisor support.
Estate Planning Strategies
Morgan Stanley's Estate Planning Strategies provide guidance on preserving and transferring wealth efficiently across generations, incorporating tax planning, trusts, and charitable giving.
Wealth Strategies
Morgan Stanley's Wealth Strategies provide tailored investment planning tools to help clients align their portfolios with estate plans, tax situations, and financial goals. They focus on strategic asset allocation, risk management, and long-term growth, considering individual circumstances like liquidity needs and beneficiary profiles.
Portfolio Construction
These services offer customized investment solutions through its Outsourced Chief Investment Officer (OCIO) platform, leveraging 30 years of experience. They provide tailored asset allocation, manager selection, risk management, and comprehensive reporting for ultra-high-net-worth families and institutions.
Philanthropy Management
This helps individuals, families, and foundations achieve their charitable goals through customized strategies, donor-advised funds, and operational support. We offer advisory services, grant-making solutions, and educational resources to maximize philanthropic impact.
Lifestyle Advisory
Signature Access and Lifestyle Advisory provides bespoke solutions for ultra-high-net-worth clients, including travel and concierge services, health and security advisory, tangible asset management, and financial administration. It also offers exclusive access to the Reserved Living & Giving loyalty program.
Location
6041 La Flecha
Rancho Santa Fe, CA 92067
US
Direct:
(858) 613-8151(858) 613-8151
Meet Hansen Wealth Management Group
Gabriel "Gabe" Mendoza
Finanical Advisor
Phone:
(858) 613-8152(858) 613-8152
Nicole Choi
Financial Advisor
Phone:
(858) 613-8153(858) 613-8153
Nic Trounce
Registered Client Service Associate
Phone:
(858) 613-8169(858) 613-8169
About Me
Matt Hansen is an Executive Director and Financial Advisor with The Hansen Wealth Management Group at Morgan Stanley. For more than two decades, he has helped business owners and entrepreneurs navigating the most consequential stages of their companies — from periods of accelerated growth to liquidity events, recapitalizations, and exits.
A graduate of Southern Utah University with a degree in Finance and Marketing, Matt began his career in financial services in 2002, building a foundation that spans operational, advisory, and executive leadership roles. Over the years, he held senior positions at LPL Financial, a private wealth management RIA, and UBS, where he served as Senior Vice President before joining Morgan Stanley in 2025. Today, he not only leverages the depth of Morgan Stanley’s global platform — including access to corporate and investment banking resources, lending strategies, and alternative investments; he also earned leading industry certifications like CERTIFIED FINANCIAL PLANNER® and CERTIFIED EXIT PLANNING ADVISOR® to provide comprehensive support for clients across business and personal wealth.
Matt’s approach is disciplined, coordinated, and forward-looking. He works closely with founders to evaluate capital strategy, tax implications, succession structures, and post-liquidity planning well before a transaction is on the horizon. By collaborating with internal firm specialists and external advisors, he helps ensure that growth initiatives, ownership transitions, and estate strategies are aligned — minimizing unintended consequences and maximizing long-term value. Above all, Matt prioritizes clarity and responsiveness, recognizing that business owners need advice that keeps pace with the realities of running a company.
Outside the office, Matt lives in the Rancho Santa Fe area with his wife and three children. He served for seven years as a board member for New Haven Youth and Family Services and has a long-standing commitment to supporting initiatives that strengthen families and the broader community.
A graduate of Southern Utah University with a degree in Finance and Marketing, Matt began his career in financial services in 2002, building a foundation that spans operational, advisory, and executive leadership roles. Over the years, he held senior positions at LPL Financial, a private wealth management RIA, and UBS, where he served as Senior Vice President before joining Morgan Stanley in 2025. Today, he not only leverages the depth of Morgan Stanley’s global platform — including access to corporate and investment banking resources, lending strategies, and alternative investments; he also earned leading industry certifications like CERTIFIED FINANCIAL PLANNER® and CERTIFIED EXIT PLANNING ADVISOR® to provide comprehensive support for clients across business and personal wealth.
Matt’s approach is disciplined, coordinated, and forward-looking. He works closely with founders to evaluate capital strategy, tax implications, succession structures, and post-liquidity planning well before a transaction is on the horizon. By collaborating with internal firm specialists and external advisors, he helps ensure that growth initiatives, ownership transitions, and estate strategies are aligned — minimizing unintended consequences and maximizing long-term value. Above all, Matt prioritizes clarity and responsiveness, recognizing that business owners need advice that keeps pace with the realities of running a company.
Outside the office, Matt lives in the Rancho Santa Fe area with his wife and three children. He served for seven years as a board member for New Haven Youth and Family Services and has a long-standing commitment to supporting initiatives that strengthen families and the broader community.
Securities Agent: AL, WA, OH, VI, NY, NH, MI, KS, IN, IL, WY, SD, NV, MD, CA, AZ, UT, TN, DC, NM, NJ, AR, VA, TX, OK, MT, MA, IA, GA, FL, PA, OR, NC, MS, MO, ID, CO, SC, ND, LA, HI, CT, MN; General Securities Representative; Investment Advisor Representative
NMLS#: 2687763
NMLS#: 2687763
About Gabriel "Gabe" Mendoza
Gabe Mendoza is a Financial Advisor with The Hansen Wealth Management Group at Morgan Stanley. With nearly a decade of experience in financial services, Gabe works with individuals, families, and business owners to help bring structure and clarity to complex financial decisions. Whether helping a founder think through long-term liquidity planning or guiding a young family as they build toward future goals, his focus is to create a thoughtful strategy that evolves alongside life and business.
A graduate of California State University, San Marcos with a Business Administration degree in finance, Gabe began his career at UBS in 2017. It was there that he developed his strong foundation in comprehensive financial planning and client service before joining Morgan Stanley in 2025. As an advisor with both meaningful experience and a long professional career ahead, Gabe is deeply committed to building enduring client relationships that span decades and generations. He brings a modern, forward-thinking approach to wealth management — helping clients fully leverage the evolving tools, technology, and planning resources available through Morgan Stanley.
Gabe approaches every client relationship with a collaborative, detail-oriented mindset and a focus on practical execution. He enjoys helping clients untangle complicated financial questions and translate them into clear, actionable next steps. Whether it’s helping business owners and executives navigate growth or transition, or strategizing with families on investments, tax efficiency, and retirement planning, Gabe brings experience and insight. Central to his work is helping clients look beyond the immediate decision — understanding how today’s choices shape long-term stability, multigenerational continuity, and the legacy they hope to build.
Outside the office, Gabe lives in Encinitas, CA with his wife. In his free time, he enjoys playing beach volleyball, exploring U.S. National Parks, and discovering new coffee roasts. Together, he and his wife share a love of travel and experiencing new cultures around the world.
A graduate of California State University, San Marcos with a Business Administration degree in finance, Gabe began his career at UBS in 2017. It was there that he developed his strong foundation in comprehensive financial planning and client service before joining Morgan Stanley in 2025. As an advisor with both meaningful experience and a long professional career ahead, Gabe is deeply committed to building enduring client relationships that span decades and generations. He brings a modern, forward-thinking approach to wealth management — helping clients fully leverage the evolving tools, technology, and planning resources available through Morgan Stanley.
Gabe approaches every client relationship with a collaborative, detail-oriented mindset and a focus on practical execution. He enjoys helping clients untangle complicated financial questions and translate them into clear, actionable next steps. Whether it’s helping business owners and executives navigate growth or transition, or strategizing with families on investments, tax efficiency, and retirement planning, Gabe brings experience and insight. Central to his work is helping clients look beyond the immediate decision — understanding how today’s choices shape long-term stability, multigenerational continuity, and the legacy they hope to build.
Outside the office, Gabe lives in Encinitas, CA with his wife. In his free time, he enjoys playing beach volleyball, exploring U.S. National Parks, and discovering new coffee roasts. Together, he and his wife share a love of travel and experiencing new cultures around the world.
Securities Agent: NH, IL, HI, FL, VA, SC, NV, NM, IN, ID, OH, MA, AZ, AL, UT, NJ, ND, MD, DC, TN, SD, OK, MT, LA, CO, MS, GA, WY, WA, VI, PA, MO, MI, CT, TX, OR, NC, IA, NY, MN, CA, AR, KS; General Securities Representative; Investment Advisor Representative
About Nicole Choi
Nicole Choi is a Financial Advisor with The Hansen Wealth Management Group at Morgan Stanley. With 18 years of experience across wealth management and risk oversight, Nicole brings a unique combination of strategic insight, operational experience, and client-focused advisory skills to her work with business owners, entrepreneurs, professionals, and multigenerational families.
A graduate of California Polytechnic State University, Nicole earned a B.S. in Business Administration, Finance and a minor in Economics. She first joined Matt Hansen’s team in 2008 and then rejoined the Hansen Wealth Management Group in 2023, bringing with her a breadth of experience from her time at UBS, Cetera Advisors, First Allied Securities, and LPL Financial. This broad foundation lends Nicole a unique perspective on both the operational and strategic sides of wealth management, allowing her to help anticipate challenges and provide clients with actionable guidance that integrates business and personal financial considerations.
Always looking to enhance her offering for her clients, Nicole earned the CERTIFIED EXIT PLANNING ADVISOR® (CEPA®) designation in 2023. This gold-standard industry certification allows her to help founders and executives navigate business transitions and multigenerational wealth planning across every stage.
Nicole also prides herself on being an advocate for professionals and families navigating complex financial landscapes — spanning investment strategy, tax-aware planning, and coordinated multigenerational wealth solutions. She approaches every client relationship with care and curiosity, striving to understand not just the numbers, but the people, values, and goals behind them.
Outside the office, Nicole enjoys hiking, playing pickleball, spending time at the gym, and working on her new home.
A graduate of California Polytechnic State University, Nicole earned a B.S. in Business Administration, Finance and a minor in Economics. She first joined Matt Hansen’s team in 2008 and then rejoined the Hansen Wealth Management Group in 2023, bringing with her a breadth of experience from her time at UBS, Cetera Advisors, First Allied Securities, and LPL Financial. This broad foundation lends Nicole a unique perspective on both the operational and strategic sides of wealth management, allowing her to help anticipate challenges and provide clients with actionable guidance that integrates business and personal financial considerations.
Always looking to enhance her offering for her clients, Nicole earned the CERTIFIED EXIT PLANNING ADVISOR® (CEPA®) designation in 2023. This gold-standard industry certification allows her to help founders and executives navigate business transitions and multigenerational wealth planning across every stage.
Nicole also prides herself on being an advocate for professionals and families navigating complex financial landscapes — spanning investment strategy, tax-aware planning, and coordinated multigenerational wealth solutions. She approaches every client relationship with care and curiosity, striving to understand not just the numbers, but the people, values, and goals behind them.
Outside the office, Nicole enjoys hiking, playing pickleball, spending time at the gym, and working on her new home.
Securities Agent: CT, IN, TX, NM, WA, PA, NV, NC, MS, MO, ID, IA, AZ, WY, VI, SC, OK, KS, MN, IL, CO, AR, OH, NJ, ND, NY, LA, GA, AL, OR, MT, DC, VA, UT, SD, HI, NH, MI, MA, FL, CA, TN, MD; General Securities Principal; General Securities Representative; Investment Advisor Representative
About Nic Trounce
Nic Trounce is a Registered Client Service Associate with The Hansen Wealth Management Group at Morgan Stanley. Working closely with individuals, families, and business owners, Nic delivers a responsive, detail-driven client experience that helps simplify even the most complex financial processes.
Nic began his career in finance after earning a degree in Business Management from Brigham Young University–Idaho. Working at Morgan Stanley’s E*TRADE division, he gained experience across multiple roles, including client service, relationship management, in addition to positions in insurance and logistics.
This diverse background gives Nic a broad perspective on financial operations and equips him to help anticipate client needs, streamline processes, and deliver thoughtful support at every stage of the client experience.
Known for his analytical mindset, attention to detail, and collaborative approach, Nic ensures that client inquiries are handled promptly, account needs are met efficiently, and complex processes run smoothly behind the scenes. His goal is to provide a dependable foundation for both clients and the advisory team, helping enhance the overall client experience while enabling strategic decision-making. At the end of the day, his work plays a central role in maintaining the high standard of service that has come to define the Hansen Wealth Management Group.
Outside the office, Nic lives in Rancho Peñasquitos, CA with his wife, Paige, and their two sons, Russell and Johnny. In his free time, he enjoys reading, playing or watching basketball (especially the Lakers), golfing, and attending car shows with his family.
Nic began his career in finance after earning a degree in Business Management from Brigham Young University–Idaho. Working at Morgan Stanley’s E*TRADE division, he gained experience across multiple roles, including client service, relationship management, in addition to positions in insurance and logistics.
This diverse background gives Nic a broad perspective on financial operations and equips him to help anticipate client needs, streamline processes, and deliver thoughtful support at every stage of the client experience.
Known for his analytical mindset, attention to detail, and collaborative approach, Nic ensures that client inquiries are handled promptly, account needs are met efficiently, and complex processes run smoothly behind the scenes. His goal is to provide a dependable foundation for both clients and the advisory team, helping enhance the overall client experience while enabling strategic decision-making. At the end of the day, his work plays a central role in maintaining the high standard of service that has come to define the Hansen Wealth Management Group.
Outside the office, Nic lives in Rancho Peñasquitos, CA with his wife, Paige, and their two sons, Russell and Johnny. In his free time, he enjoys reading, playing or watching basketball (especially the Lakers), golfing, and attending car shows with his family.
Contact Matt Hansen
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Russ Gallen
Private Banker
Brett Fordyce
Planning Associate
About Russ Gallen
Russ Gallen is a Private Banker serving Morgan Stanley Wealth Management offices in California.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending
solutions.
Russ began his career in financial services in 2001, and joined Morgan Stanley in 2019 as a Private Banker. Prior to joining the firm, he was a Wealth Management Banker at Merrill Lynch.
Russ is a graduate of Arizona State University, where he received a Bachelor of Science in Finance. He lives in Solana Beach, California. Outside of the office, Russ enjoys golf, tennis and traveling.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending
solutions.
Russ began his career in financial services in 2001, and joined Morgan Stanley in 2019 as a Private Banker. Prior to joining the firm, he was a Wealth Management Banker at Merrill Lynch.
Russ is a graduate of Arizona State University, where he received a Bachelor of Science in Finance. He lives in Solana Beach, California. Outside of the office, Russ enjoys golf, tennis and traveling.
NMLS#: 684961
About Brett Fordyce
Brett Fordyce is a Planning Associate at Morgan Stanley providing dedicated financial planning support to Financial Advisors and their teams. Operating as an extension of the FA/Team, he collaborates with clients to discover and define goals that matter most to them. Leveraging state of the art technology, he will evaluate various options and their potential outcomes to help clients confidently choose the appropriate course of action. Brett provides expertise across a wide suite of Morgan Stanley planning tools designed to assist in the areas of investment accumulation, retirement, education, major purchase, cash flow, risk management, tax efficiency, and wealth transfer planning.
Brett earned his undergraduate and postgraduate degrees from Queensland University of Technology in Brisbane, Australia and received the Financial Planning Specialist® designation from the College for Financial Planning. Brett is originally from South Africa and currently resides in New York City.
Brett earned his undergraduate and postgraduate degrees from Queensland University of Technology in Brisbane, Australia and received the Financial Planning Specialist® designation from the College for Financial Planning. Brett is originally from South Africa and currently resides in New York City.
Private Banking Group (PBG) Market Managers, Senior Private Bankers, Private Bankers, and Associate Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan 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.
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.
When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account.
Banking products and services are offered by Morgan Stanley Private Bank, National Association, Member FDIC.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan 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.
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.
When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account.
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Retirement
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- 401(k) Rollovers
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A Simple Six-Step Retirement Checkup
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Creating customized financial strategies for the challenges that today’s families face.
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529 Plans: A Powerful Tool to Save for Education
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Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
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Financial Planning for Life After Selling a Business
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Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
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Ready to start a conversation? Contact Hansen Wealth Management Group today.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
4When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
6Morgan 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.
7Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 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.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
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.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan 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.
3Morgan 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 or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
4When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals 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.
5When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
6Morgan 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.
7Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 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.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025), 4763067 (9/2025)
