My Story & Services

The best prediction of the future is to craft it through a consistent tailored and unwavering approach. While navigating a dynamic market, I’ve made it a priority to understand my clients on a more profound level to sow the seeds that return the fruits of their labor. With this clarity in mind, and a sophisticated understanding of your estate at the highest level, I embrace my role as a steward of your family wealth.

Drawing on this experience and deep understanding of your financial picture, I’ve developed a systematic approach built on three core principles, clarity, communication, and a long-term focus. Through this disciplined process, we will develop a sophisticated asset allocation strategy that aligns with your long-term financial goals and objectives, while delivering exceptional service.

Whether you’re looking for fixed income strategies to maximize after-tax return and provide ample liquidity or guidance on a comprehensive multigenerational wealth strategy, we can create a plan coincides with your risk profile to provide you with clarity and control over your finances.

Backed by the intellectual capital of Morgan Stanley, I provide a full array of financial and banking services to help my clients not only conserve their wealth, but also cultivate progressive growth strategies so they can immerse themselves in life’s charitable missions.
Securities Agent: CA, OH, NY, NH, MD, GA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1528887
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Experience

Lee joined the Bay Area Wealth Management Group at Morgan Stanley in Spring 2016. Prior to his current role, Lee managed an investment fund based on the premise risk should be managed, not ignored or feared. Previously, he held senior roles at 2 successful long/short funds where he developed a factor based investment process. With more than 20 years of professional financial markets experience he partnered with the Bay Area Wealth Management group to offer clients a broad range of investment solutions. Lee lives in the Bay Area with his wife and 3 children.

    Location

    1333 N California Blvd
    Suite 133
    Walnut Creek, CA 94596
    US
    Direct:
    (925) 746-2960(925) 746-2960
    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
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    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
    From Clueless to Clued In: Teaching Teens About Money

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    As your children grow into young adults, you can help them learn how to manage their own finances. Here’s how to go about it.

    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
    Facing Financial Stress? Your Employer May Be Able to Help

    Facing Financial Stress? Your Employer May Be Able to Help

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    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
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    Choosing an Environmental Charity

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    Ready to start a conversation? Contact Lee Levy today.
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