Kirk Knudsen

LifeView is a suite of planning tools that includes goal-specific analysis that I can use with my clients to create a holistic strategy that integrates the various aspects of an individual's financial life, including investments and cash management needs.

With a CashPlus brokerage account, you can manage your cash and get more value, more protection, and a seamless digital experience. Contact me to discuss or click here. Terms apply.

Goals Planning System (GPS) is Morgan Stanley's own integrated planning tool. Built on the Firm's intellectual capital and capabilities, GPS is an intuitive and efficient platform used to quickly assess whether a client is "On Track" to achieving their financial goals.

Our Portfolio Risk Platform, backed by institutional-caliber analytics, assesses thousands of risk factors using a holdings-based approach to assess a portfolio's exposures, analyze how securities behave together across portfolios and forecast how they influence risk and return moving forward.

For many owners, the business is one of their largest and most meaningful assets—yet planning for a transition can feel complex and easy to postpone. I help you step back and evaluate what a successful next chapter looks like, then translate that into an actionable roadmap.

Whether you're considering a sale, a merger, internal succession, or a family transition, we'll focus on aligning potential paths with your broader priorities—so the decisions you make for the business support the life you want outside of it.

If your business offers workplace benefits—such as equity programs, retirement plans, or financial wellness resources—those benefits can be a meaningful part of your culture and your employees' financial confidence. Morgan Stanley at Work offers workplace financial solutions designed to help employees understand and maximize their benefits and plan toward their goals.

Running a business requires decisions that can affect cash flow, risk, taxes, and long-term wealth. I help you think through planning considerations in a coordinated way—so your personal strategy and business strategy are working together, not in separate lanes.

When appropriate, we'll also coordinate with your CPA and attorney to keep planning conversations aligned.

Equity compensation can be a powerful tool—but it's often complicated, with important details that affect how it fits into your overall plan. I help clients understand the basics of how equity programs work, what to watch for, and how to think about equity in the context of cash flow, taxes, and long-term goals.

Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley mobile app! Access your finances and invest in an instant with the help of this handy resource that is available 24/7.

Digital Vault lets you easily and conveniently manage and share life's most important documents, such as wills, deeds and estate plans, as well as financial statements and tax filings.

The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.

Complete your financial profile with Total Wealth View. By linking your external account information, you will benefit from more educated and holistic wealth planning, along with convenient connectivity.

Reserved Living & Giving is a tiered complimentary loyalty program that rewards clients with over one million dollars in assets and liabilities invested at the firm. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.

Detailed Market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.

Our team at Morgan Stanley has exclusive access to vast resources, combined with our unique capabilities, giving us the means to support your goals at every life stage. Our commitment to building, preserving and managing wealth of our clients forms the foundation of everything we do.

Our Team looks at all aspects of an individual's estate to understand the potential income tax and estate planning attributes of the vehicles. The goal is for the client and his or her investment professionals to make more informed investment decisions looking at their estate plan holistically.

Liquidity events such as an initial public offering or a merger or acquisition may provide income and estate planning opportunities. Liquidity events also magnify the need to put in place or update certain essential estate planning documents. It is important to consider and implement income tax and wealth transfer strategies prior to a potential liquidity or sale event.

Executives today are increasingly compensated with stock or stock options. It is critical that an executive understands the risks of investing financial assets and the potential reward of preferential income tax treatment. The following is a general overview of some of the basic rules applicable to stock and stock options.

Our Team is highly skilled and experienced in providing clients with support through alternative investments. Learn how Morgan Stanley's comprehensive strategies, diverse talent and global resources can provide you with the opportunity to achieve your financial goals.

As a Morgan Stanley client, you have access to our dedicated Home Loans team, who will work with you to explore the right solution for your home financing needs.