My Story and Services

As a professional athlete, musician, actor, or business owner––you assume a great deal of responsibility. Each and every day, you have to perform in the moment and prepare for the next. But what happens when you approach retirement? Or when your big contract ends and you don’t receive another? Because the careers of high-profile individuals are inherently condensed and fickle––changing course because of one injury on the field, or piece of bad press off of it––it’s crucial to have a long-term financial plan in place now to protect yourself and family for the future.

My comprehensive approach to wealth advising covers more than just your portfolio; I’m here to protect and grow what you’ve spent a lifetime working towards. Whether for NFL Pro-Bowlers, Grammy winners, entertainers, entrepreneurs, or high-level business executives, I provide personalized strategies for long-term investments and tax mitigation, sound fiscal counsel for managing cash flow, and an unsurpassed level of commitment to your career and retirement goals.

With over 20 years of experience as a wealth management advisor for celebrity and high net-worth clients, I oversee all aspects of your finances so you can keep your focus on achieving excellence.

In The Press:
Services Include
  • Alternative Investments1
  • Asset Management2
  • Business Planning3
  • Business Succession Planning4
  • Estate Planning Strategies5
  • Fixed Income6
  • Lending Products
  • Life Insurance7
  • Planning for Education Funding8
  • Retirement Planning9
  • Wealth Management10
Securities Agent: TX, CA, WY, WI, WA, VA, UT, TN, SC, PA, OR, OH, NY, NV, NM, NJ, NC, MI, MD, MA, IN, IL, ID, GA, FL, CT, CO, AZ; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
NMLS#: 1282411
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Mike's Bio

Michael Ladge, an Executive Director and Sports and Entertainment Director, joined Morgan Stanley and its prior firm in 2008. Previously, Mike was with UBS Wealth Management. Prior to UBS, he worked with Credit Suisse, which had acquired DLJ. Prior to that, after earning his MBA from the Anderson School at UCLA and a B.S. from Syracuse University with a double major in finance and statistics, Mike initiated his career as an investment advisor with Morgan Stanley. Mike was named to Robb Report's Worth Magazine's Top 100 Wealth Advisors for four consecutive years. He has been named a Los Angeles Five Star Wealth Manager conducted by Los Angeles Magazine from 2012-2018. 

In addition, he is a Registered Financial Advisor with the NFL Players Association. He also works extensively with icon Jim Brown's Amer-I-Can Foundation.  Jim Brown, after playing golf with Mike called him a “tremendous athlete” for whatever that’s worth. Mike is an avid racquetball player and has won several national and state championships. Originally from Boston, Mike resides in Bel Air, California.

    I Believe

    I believe in tough love.

    I believe your life’s work is worth protecting.

    I believe in transparency and honesty. Even when you may not want to hear it.

    I believe just because you have money doesn’t mean you have to spend it.

    I believe a limited window for earnings requires special long-term planning.

    I believe your financial success shouldn’t be tethered to the market’s performance.

    I believe in going above and beyond to help my clients. They are my people, it’s why I’m here.

    I believe in committing myself to the same level of professional and personal excellence that’s expected of my clients.

    I believe the foundations for your future––and your family’s future––must be built today.

    I believe in looking out for your sons and daughters. Family is your most important asset.

      Working With You

      As your wealth management advisor, it’s my job to help protect the stability of your future from the stresses of your present. In other words, I play the long-game; through diligent research and responsible advice, I prepare you (and your family) to thrive in life long after your professional career is over. 

      In order to help you achieve excellence outside the playing field, stage, or board room, I first have to compile an in-depth understanding of your financial health. The questions I ask cover your personal, familial, and professional responsibilities as these are, either directly or indirectly, financial in nature. After we’ve developed the whole picture, I construct an investment strategy that helps mitigate risk and maximize earnings. For some of my clients, this means reorganizing their current portfolio; for others, it means building one from scratch.

      But investing is only one facet of my approach to wealth management. Many of my clients, particularly the professional athletes, accumulate a great deal of wealth early in their careers. With so many distractions and scams at their doorstep, it can be difficult for them to make sustainable financial and life choices. And it’s not just athletes; over the course of a lifetime, every person faces tough personal and professional decisions that carry financial repercussions. 

      That’s where I come in. With tough honesty and absolute clarity, I help you balance spending with cash flow, navigate through marriage or divorce, acquire real estate, decide when and how to sell your business, and generally steer clear of personal and financial risks in your everyday life. With your best interests in mind, I tell you what you need to hear, even if it’s not what you want to hear.

        My Clients

        While working across a broad spectrum of industries in many different countries, my clients all have one thing in common: they excel at the highest level of their respective fields. Some are Super Bowl champions, pop superstars, rock n’ roll icons, and award winning actors; others are entrepreneurs, business executives, doctors, and lawyers. Over the course of my career, I’ve had the opportunity to work with multiple generations of families, helping them to prosper for even more generations to come.

        Like my clients, I too am committed to excellence and work tirelessly to perform the research, analysis, and counsel necessary to achieve it. I’ve always been someone who values honesty and feels an ethical obligation to protecting my clients’ best interests. Because of that, I strive to make myself available for your every question and guide you through all major financial transactions and life decisions.

        To accommodate my intensely dedicated level of service, I keep my practice intentionally small. This intimacy means my work is always custom-tailored, research-driven, and client-facing. My goal is to do all the work for you, so you can continue thriving in your own professional, family, and personal lives.

          Location

          9665 Wilshire Blvd
          Ste 600
          Beverly Hills, CA 90212
          US
          Direct:
          (310) 551-9457(310) 551-9457
          Toll-Free:
          (800) 451-6533(800) 451-6533
          From My Desk

          Mike Ladge Named to President's Club at


          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
          Investing in Artificial Intelligence and Automation

          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
          A Parent's Guide to Talking to Your Kids About Money

          A Parent's Guide to Talking to Your Kids About Money

          Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.

          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
          Choosing an Environmental Charity

          Choosing an Environmental Charity

          There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

          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.

          Wealth Management for Athletes and Entertainers

          Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
          • Investment Management
          • Wealth Transfer & Philanthropy
          • Private Banking Solutions
          • Family Governance & Wealth Education
          • Lifestyle Advisory
          Why Do Pro Athletes Go Broke?

          Why Do Pro Athletes Go Broke?

          Our new Ideas podcast examines the strange phenomenon of athletes and bankruptcy… and how to change the game.

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          Morgan Stanley and Justin Rose: A Winning Team

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          Reserved | Living & Giving

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          Your Financial World. On the Go.

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          Learn more about Your Financial World. On the Go.
          Access Morgan Stanley Online

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          Ready to start a conversation? Contact Michael Ladge today.
          Market Information Delayed 20 Minutes
          1Alternative 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.

          2Morgan 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.

          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.

          4Morgan 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.

          5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and 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 matters involving trust and estate planning and other legal matters.

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

          7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

          8Morgan 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.

          9Morgan 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.

          10Morgan 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.

          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