P. Darius Raulinaitis, CFA®
Senior Vice President, Wealth Management,
Financial Advisor,
Portfolio Management Director,
Alternative Investments Director
Direct:
(805) 494-0242(805) 494-0242
Toll-Free:
(866) 345-2479(866) 345-2479
My Mission Statement
Customized investment and financial strategies for clients like you
P. Darius Raulinaitis
Darius is a Senior Vice President, Portfolio Management Director and Co-Founder of The Lake Avenue Group at Morgan Stanley. He has dedicated his career to helping successful professionals, business leaders and their families invest strategically to achieve their goals and enjoy their wealth. Serving as the team’s Chief Investment Officer, Darius is responsible for managing discretionary client portfolios on a day-today basis and has developed the group’s portfolios. He joined Morgan Stanley in 1990 and has been a valuable member of the firm ever since.
A first-generation American whose family emigrated from Lithuania in 1955, Darius is deeply devoted to his family, his culture and his clients. His work ethic is demonstrated by his lifelong commitment to professional development. A graduate of the University of California Los Angeles (UCLA), where he earned his B.A. degree in economics, Darius continued his education, receiving an MSBA in international finance from San Francisco State University. In 1993, he earned the distinguished designation of Chartered Financial Analyst® (CFA®), a credential earned by less than 2% of all financial advisors in North America. He is a member of the CFA Institute and the CFA Society of Los Angeles, Inc. With Darius’s extensive investment experience, he has developed a strong understanding of economics and is well versed in the global equity and fixed income markets. Over the years, he has cultivated specialized skills in asset valuation and portfolio management, and has mastered a variety of sophisticated investment tools. He uses a top-down, bottom-up approach to develop customized investment strategies for each client and believes valuations must be considered in the context of the macroeconomic environment.
Outside of the office, Darius brings the same energy and passion that he brings to his work to the organizations he has proudly supported for years. He is currently on the finance committee of Senior Concerns, which provides senior services and Meals on Wheels in the local communities. Darius is also a longstanding member of the Westlake Yacht Club. A past commodore, he served on the board of directors from 2013 to 2018 and is now serving on the budget finance and risk management committees. In 2021, he was named by Forbes magazine as Best-In-State wealth advisor.
Darius lives near the beautiful lake in Westlake Village with his wife and business partner, Laura Marie Raulinaitis, and their dogs, Cooper and Honey. Favorite leisure activities include sailing, skiing, cooking and cycling. His daughter, Julia, attends the University of Colorado.
p.darius.raulinaitis@morganstanley.com
(805) 494-0242
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Feb 2021) Data compiled by SHOOK Research LLC based on time period from 6/30/19 - 6/30/20.
A first-generation American whose family emigrated from Lithuania in 1955, Darius is deeply devoted to his family, his culture and his clients. His work ethic is demonstrated by his lifelong commitment to professional development. A graduate of the University of California Los Angeles (UCLA), where he earned his B.A. degree in economics, Darius continued his education, receiving an MSBA in international finance from San Francisco State University. In 1993, he earned the distinguished designation of Chartered Financial Analyst® (CFA®), a credential earned by less than 2% of all financial advisors in North America. He is a member of the CFA Institute and the CFA Society of Los Angeles, Inc. With Darius’s extensive investment experience, he has developed a strong understanding of economics and is well versed in the global equity and fixed income markets. Over the years, he has cultivated specialized skills in asset valuation and portfolio management, and has mastered a variety of sophisticated investment tools. He uses a top-down, bottom-up approach to develop customized investment strategies for each client and believes valuations must be considered in the context of the macroeconomic environment.
Outside of the office, Darius brings the same energy and passion that he brings to his work to the organizations he has proudly supported for years. He is currently on the finance committee of Senior Concerns, which provides senior services and Meals on Wheels in the local communities. Darius is also a longstanding member of the Westlake Yacht Club. A past commodore, he served on the board of directors from 2013 to 2018 and is now serving on the budget finance and risk management committees. In 2021, he was named by Forbes magazine as Best-In-State wealth advisor.
Darius lives near the beautiful lake in Westlake Village with his wife and business partner, Laura Marie Raulinaitis, and their dogs, Cooper and Honey. Favorite leisure activities include sailing, skiing, cooking and cycling. His daughter, Julia, attends the University of Colorado.
p.darius.raulinaitis@morganstanley.com
(805) 494-0242
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Feb 2021) Data compiled by SHOOK Research LLC based on time period from 6/30/19 - 6/30/20.
The Lake Avenue Group- Team Brochure & Biographies
- The Lake Avenue Group- Team Brochure & Biographies
- "Forbes Best-In-State Wealth Advisors Source: Forbes.com (Awarded Feb 2021) Data compiled by SHOOK
Securities Agent: MN, MA, AR, SD, SC, RI, OK, NH, ID, PA, NV, MD, FL, WV, NM, CA, OH, WA, UT, CT, WY, VA, TX, TN, ME, IA, DE, NE, MO, LA, GA, OR, NC, HI, KS, IL, DC, AZ, NY, NJ, IN, CO, AL, AK, WI, MI, MT; BM/Supervisor; General Securities Principal; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1282886
CA Insurance License #: 0A89029
NMLS#: 1282886
CA Insurance License #: 0A89029
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
WORKING WITH YOU
Darius and The Lake Avenue Group believe success in achieving important financial goals starts with a comprehensive wealth strategy. I will help you define what is most important to you and then formulate the strategies that are suited for your needs - whether you are accumulating wealth, investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals. Each financial decision is different for everyone and we can work together to find the most suitable solution for you.
Step 1: Introduction
Our relationship begins with an initial discussion aimed towards getting to know you, your lifestyle and your future goals.
Step 2: Discovery
Work together to establish your financial goals by reviewing your current financial situation and developing an appropriate risk tolerance that can help you achieve the financial outcome you envision for yourself.
Step 3: Financial Plan
Map out essential factors that play into your financial success such as your employee and employer contributions, liquidity events, and insurance coverage. Examining relevant financial information provides a holistic asset allocation analysis for your accounts helping ensure a comprehensive financial plan.
Step 4: Action Items / Next Steps
Follow up with you regarding our analysis and recommendations, which may include adjustments to your financial plan, investment allocation, company benefits, and insurance coverage.
Step 5: Implementation
Focus on creating prospective strategies custom designed for your specific needs. Recommended changes could include logistics, tax impact, asset allocation adjustment, and saving/benefit modifications.
Step 6: Monitoring & Performance Tracking
Finally, monitoring your assets and analyzing your performance tracking data seeking to ensure your financial expectations are being met and adjusted accordingly. We will keep a high degree of communication with you to make sure your concerns and requests are always addressed.
Awards and Associations
Thanks to the unwavering commitment to helping clients and families reach their investment goals, Darius has been awarded with the following industry awards and recognitions.
Forbes Best in State
Darius leads the way in offering best practices and providing clients with a high-quality experience. Darius was awarded by Forbes in 2021.
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Feb 2021) Data compiled by SHOOK Research LLC based on time period from 6/30/19 - 6/30/20.
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Feb 2021) Data compiled by SHOOK Research LLC based on time period from 6/30/19 - 6/30/20.
Morgan Stanley President's Club
The Morgan Stanley President's Club is an elite group composed of the firms leading Financial Advisors for the consistent management services to his clients.
Morgan Stanley Master's Club
The Morgan Stanley Master's Club is a group made up of Advisors who are recognized for the excellence and dedication to their work.
Chartered Financial Analyst
MODERN WEALTH MANAGEMENT TOOLS AND RESOURCES
Morgan Stanley's comprehensive suite of digital resources has carefully been designed to help enhance each aspect of your financial portfolio. Take some time to learn about some of the many Modern Wealth Management resources that we offer to our clients.
Morgan Stanley Online
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley mobile app! Access your finances and invest in an instant with the help of this handy resource that is available 24/7.
Learn more about Morgan Stanley Online
LifeView
LifeView is a suite of planning tools that creates a realistic, integrated strategy meant to incorporate aspects of an individual’s financial life, including investments and cash management needs. It also provides progress-to-goals reporting which illustrate complex planning strategies.
Learn more about LifeView
Portfolio Risk Platform
Morgan Stanley's Portfolio Risk Platform is powered by BlackRock's Aladdin risk engine, a state-of-the-art, innovative risk engine used by several of the world’s largest institutional asset managers, providing you with comprehensive risk analytics and a sophisticated view of the risk/return dichotomy across your financial portfolios. This helpful tool can assist you in making educated investment decisions with increased confidence.
Learn more about the Portfolio Risk Platform
Goals-Based Planning
Working with Morgan Stanley and its advanced wealth management technology is an ideal way to access advice and build a coherent wealth plan. Read more about the advantages of working with our unique planning technology to help reach your financial goals, whatever they may be.
Learn more about Goals-Based Planning
Total Wealth View
Complete your financial profile with Total Wealth View. By linking your external account information, you will benefit from more educated and holistic wealth planning, and convenient connectivity.
Learn more about Total Wealth View
Online Security Center
Safeguarding your assets and personal information is among our highest priorities here at the Lake Avenue Group. Learn about our extensive security measures and take advantage of our vast array of resources and ideas that are geared towards helping you stay protected on the World Wide Web.
Learn more about the Online Security CenterCustomized Solutions
We leverage our experience and relationships to deliver innovative strategies that are tailored to your specific needs and goals. We look forward to speaking with you to understand your challenges, so we may map out a strategy to help achieve your priorities and ambitions.
Financial Planning
We're here to help manage the stress around financial decisions by offering knowledge and thoughtful guidance. As your life evolves, so do your goals: our approach allows you to look across your assets and liabilities to help you adapt your strategy in an effort to meet those changing demands. Whether it is saving for retirement and other expenses, securing retirement income, healthcare planning, taxes, education, or legacy planning, we're here for you.
Portfolio Management
We study investment trends and leverage the global resources of the firm to develop a personalized investment strategy. Through our oriented accountability we'll find a personalized portfolio to help you meet your requirements for growth, income or wealth constraints.
Retirement Planning
Planning for retirement has never been easy, but in recent years, it's become increasingly difficult. We're here to help you create a well-rounded planning approach for retirement. We'll help you identify your personal goals and track your progress towards achieving them.
Estate Planning Strategies
Delivering an estate to the next generation or favorite charity requires more attention than families often realize. We coordinate with your estate and tax professionals to align your legacy goals with the appropriate asset titling and beneficiary designation requirements, incorporating best practices to help enhance results.
Global Sports and Entertainment
Morgan Stanley Global Sports and Entertainment is a highly specialized wealth management division, dedicated to serving the unique and complex needs of athletes, entertainers, creators and top professionals in the sports and entertainment industry. We're here to provide you distinctive financial strategies that match your lifestyle and career trajectory. Connect with us to learn more about our offerings to successfully serve you.
401(k) Rollovers
If you have a 401(k) from a previous job, we make it easy to consolidate your assets into one account so you can monitor your progress and investment results all in one place. This helps simplify your financial life, keeps you organized and helps make your money work harder for you.
Location
100 N Westlake Blvd
Ste 200
Westlake Village, CA 91362
US
Direct:
(805) 494-0242(805) 494-0242
Toll-Free:
(866) 345-2479(866) 345-2479
Fax:
(805) 494-0231(805) 494-0231
Wealth Management
Global Investment Office
Portfolio Insights
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
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
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
Are You Prepared for Tax Day?
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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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
Donor Advised Funds: A Smart Way to Manage Your Giving
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact P. Darius Raulinaitis today.
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 appropriate 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 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
3Morgan 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.
4Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
7The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
8Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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. 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.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
2Morgan 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
3Morgan 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.
4Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
7The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
8Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
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. 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.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
