Welcome

We see the American dream in action every day. Based in Menlo Park, ground zero of the new economy, we serve an impressive group of hard-working, high-achieving people. All of our clients are creating great opportunities for themselves and their families, and some have achieved considerable financial success. They have reached a point where they need help making informed decisions about the complex financial issues in their lives, and putting those decisions into action.

That’s where we come in. Combining our experience with the global capabilities of Morgan Stanley, we supply the insight, information and resources needed to help you and your family address your challenges and work toward your goals. We listen closely, put your interests first and work hard to provide you with thoughtful advice and an outstanding service experience. We will always be respectful of the fact that it’s your money and your future. We are here to provide the help and guidance needed to live the life you want to lead.
Capabilities
  • Comprehensive Wealth Planning
  • Pre-Liquidity Planning
  • Proprietary Investment Opportunities
  • Investment Management
  • Risk Management
  • Hedging Strategies
  • Philanthropy Management
  • Family Governance & Wealth Education
  • Corporate Services
  • Corporate Stock Plans
  • Retirement & Pension Plans
  • 10b5-(1) Programs
Securities Agent: TX, OK, CA, WY, WI, WA, VI, VA, UT, TN, SD, SC, PA, OR, OH, NY, NV, NM, NJ, NE, NC, MT, MS, MO, MN, MI, MD, MA, KY, IN, IL, ID, HI, GA, FL, DC, CT, CO, AZ, AL, AK; General Securities Representative; Investment Advisor Representative
NMLS#: 1290550
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.
  • Matthew Sheehan - Managing Director, Private Wealth Advisor
    • BA, Economics, Loyola Marymount University
    • Joined Morgan Stanley in 1999
    • In early 2015, joined top 350 Advisors in joining the Private
    • Wealth Management Group of Morgan Stanley.
    • Holds a CA Insurance License (#0ED04590) and Mortgage License (NMLS #1290550).
    • Oversees over 1 Billion in assets. (as of )
    • Member of Chairman’s Club at Morgan Stanley
  • Nicole Fuentes, Business Development Director
    • Holds Series 7, 66, 9 and 10 Licenses
    • Business Development Director
    • Joined Morgan Stanley in 2000
    • Previously worked on the Complex Management Team prior to joining the Sheehan team.
    • Her areas of focus range from all customer service aspects, banking/lending and cash management needs, to any other needs you may have.
  • Adrena Lauti, Client Service Associate
    • Joined Morgan Stanley in 2014
    • Previously worked in our Operations Area and supported a team of 10 financial advisors.
    • Her areas of expertise cover all customer service needs of your account and she has a very good understanding of our client-centric business model.

Location

2775 Sand Hill Road
Suite 120
Menlo Park, CA 94025
US
Direct:
(650) 926-7646(650) 926-7646
Fax:
(650) 376-9808(650) 376-9808
Professional Insights

Aug 2017 Newsletter


Economic and Market Perspectives

On the Markets

Managing Significant Wealth

  • Investment Management
  • Wealth Transfer & Philanthropy
  • Cash Management & Lending
  • Family Governance & Wealth Education
  • Lifestyle Advisory
  • Business Services
Successfully Staffing Your Home

Successfully Staffing Your Home

By adopting more professional approaches to hiring, training and retaining staff, you can more easily maintain a well-run and harmonious home.

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.

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Access Morgan Stanley Online

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We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
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.

Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.

See the Financial Advisors Biographies for Registration and Licensing information.

Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .

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

Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.