M R K Group at Morgan Stanley

Ask ten investors to define wealth management. Actually, ask ten “wealth managers” to do so. You’ll probably get ten different answers, and most are likely to be heavily focused around investing. As a client of The MRK Group, however, you’ll benefit from a cutting-edge team that has a more clear and comprehensive vision of wealth management.

We approach each new engagement with a collaborative process. This allows us to have an open dialogue in which we learn about your values and goals while working with you to tailor a plan to help meet them.

STEP 1
Discovery Meeting

STEP 2
LifeView Plan Meeting

STEP 3
Strategy Implementation

STEP 4
LifeView & Portfolio Reviews

We will meet with you for a discovery meeting and then invite you back for a LifeView plan meeting. Hopefully, we can confirm you’re on track to meet your goals. If needed, we’ll suggest ways in which we might be able to help, which may include recommending another professional if we’re not a good fit for your needs. Either way, you’ll receive a complimentary LifeView Financial Plan along with a personal analysis of your current overall financial situation to take home.

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A LifeView Financial Goal Analysis or LifeView Financial Plan (“Financial Plan”) is based on the methodology, estimates, and assumptions, as described in your report, as well as personal data provided by you. It should be considered a working document that can assist you with your objectives. Morgan Stanley Smith Barney LLC (“Morgan Stanley”) makes no guarantees as to future results or that an individual’s investment objectives will be achieved. The responsibility for implementing, monitoring and adjusting your financial goal analysis or financial plan rests with you. After your Financial Advisor delivers your report to you, if you so desire, your Financial Advisor can help you implement any part that you choose; however, you are not obligated to work with your Financial Advisor or Morgan Stanley.
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using LifeView Goal Analysis or LifeView Advisor. When your Financial Advisor prepares and delivers a Financial Goal Analysis (i.e., when using LifeView Goal Analysis), they will be acting in a brokerage capacity. When your Financial Advisor prepares a Financial Plan (i.e., when using LifeView Advisor), they will be acting in an investment advisory capacity with respect to the delivery of your Financial Plan. This Investment Advisory relationship will begin with the delivery of the Financial Plan and ends thirty days later, during which time your Financial Advisor can review the Financial Plan with you. 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 http://www.morganstanley.com/ourcommitment/.