Welcome

Michael L. Weisberg is a Senior Vice President, Family Wealth Advisor and Alternative Investments Director at Morgan Stanley Wealth Management. He helps entrepreneurs, business owners, c-suite executives and their families reach their financial goals.

It is Michael’s firm belief that by working together – he can help to preserve and grow your wealth as well as help achieve and maintain your goals. This may include but is not limited to creating personalized Fixed Income and Equity Portfolios, Diversification through Asset Allocation, Cash Management and Lending Solutions, Planning for Retirement, Charitable Giving, and/or Transfer of Wealth strategies.

Michael holds a Bachelor of Science degree in Accounting from the University of Southern California and began his career at Kenneth Leventhal and Company in 1992, joined Bear Stearns & Co., Inc. in 1994 and finally moved to Morgan Stanley in 2008. Michael was recognized in the Director’s Club for 2009, President’s Club for 2010, 2011 and 2016 and the Master’s Club for 2012, 2013, 2014, 2015 and 2017.

He is affiliated with Heschel Day School and on the boards of the Jewish Federation Valley Alliance and USC Hillel. Michael is also an avid golfer, sports aficionado and loves to spend time with his wife and their three children.
Services Include
  • Wealth Management1
  • 401(k) Rollovers
  • Alternative Investments2
  • Asset Management3
  • Corporate Bonds4
  • Corporate Pension Funds
  • Corporate Retirement Plans5
  • Fixed Income6
  • Lending Products
  • Municipal Bonds7
  • Structured Products8
Securities Agent: AZ, CA, CO, DE, FL, HI, IL, MA, ME, NJ, NV, NY, SC, TX, UT, WA; Investment Advisor Representative; General Securities Representative
NMLS#: 1279354
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Unified Managed Accounts

Simplify your life with multiple investment products, comprehensive manager oversight and account management in one single account
  • WHAT IS SELECT UMA?
    Unified Managed Accounts (UMAs) allow you to take a comprehensive, disciplined approach using a single account structure. An overlay portfolio manager coordinates all activity including asset allocation, investment selection and disciplined rebalancing. All investment products- such as SMAs, mutual funds and exchange-traded funds (ETFs) – within a single account structure
  • YOU BENEFIT FROM THE VAST INTELLECTUAL CAPITAL OF MORGAN STANLEY

Client Service Team

  • Brittney Barnum - Portfolio Associate
    Brittney works closely with Michael and his clients to ensure the successful completion of all transactions, paperwork, communications and operational details.

    Before joining Morgan Stanley, Brittney spent more than 9 years in private banking with JPMorgan Chase, working with wealthy individuals and small businesses.

    Brittney is a graduate of California Lutheran University, and also attended the University of California, Santa Barbara.

    A native of Seattle, Brittney lives in Camarillo with her husband, son and daughter.

Location

21650 Oxnard St
Ste 1800
Woodland Hills, CA 91367
US
Direct:
(818) 713-4736(818) 713-4736

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
Five Smart Strategies to Use a Bonus or Raise

Five Smart Strategies to Use a Bonus or Raise

Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

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
Financial Transition: A Guide for Women

Financial Transition: A Guide for Women

Here's how to take control of your finances if a death or divorce leaves you holding the reins.

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
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.

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
A New Roadmap for Mission Alignment

A New Roadmap for Mission Alignment

Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

More from Morgan Stanley

Your Financial World. On the Go.

Your Financial World. On the Go.

With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Learn more about Your Financial World. On the Go.
Reserved | Living & Giving

Reserved | Living & Giving

Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Learn more about Reserved | Living & Giving
Sign Up for eDelivery

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
Learn more about Sign Up for eDelivery
Access Morgan Stanley Online

Access Morgan Stanley Online

Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
Learn more about Access Morgan Stanley Online
Ready to start a conversation? Contact Michael Weisberg today.
Market Information Delayed 20 Minutes
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.

2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

3Morgan 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.

4Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

5Tax laws are complex and subject to change. 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 and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

6Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

7Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.

8Structured Investments are complex and not suitable for all investors, and there is no assurance that a strategy of using structured product for wealth preservation, yield enhancement, and/or interest rate risk hedging will meet its objectives.

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 suitable 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”) 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.


CRC 2019752 10/2018