Robert Fritton, CPM®
Senior Vice President,
Financial Advisor,
Financial Planning Specialist,
Portfolio Management Director
Direct:
(425) 202-0633(425) 202-0633
Toll-Free:
(800) 733-6650(800) 733-6650
My Story and Services
FAMILY VALUES, TRUST and COMMUNICATION are the essential building blocks of any relationship. Our team is built on these foundations. These values are the critical elements to the relationships we have formed with the individuals and families we serve. The Carillon Point Group (CPG) at Morgan Stanley offers sound financial advice to help you make informed decisions about your wealth now and for the generations to follow.
CPG is a comprehensive wealth management practice. Our focus is developing multi-generational financial plans that help you to achieve your goals and dreams. Wealth Management is our core competency. Wealth Management includes: Portfolio Management, Financial Planning, Insurance, Estate Planning strategies, Risk Management, and Lending. Our team has been carefully constructed from a combined 55 plus years of financial experience with each member providing an area of concentration within our core competency.
We know that that every client’s circumstances and challenges are unique. We are committed to helping you understand your total financial picture, while navigating the distractions of challenging markets and helping strengthen your family’s financial well-being. The relationships we foster emphasize highly personalized service and close communication. Our holistic approach enables us to develop customized strategies that are effective and strives to generate positive results.
At CPG we believe that every successful plan requires defined goals. Whether those goals are short term (i.e. purchasing a house, saving for kids or grandkids education) or long term (i.e. saving for retirement, passing on a family business, endowing a charity, or helping ensure wealth transfers to future generations); a financial plan is the key to potentially achieving successful results. As a team, we understand that creating the plan is just the first step; implementing and monitoring your plan is part of our full service model. Through consistent monitoring, we look for ways to tailor your portfolio, insurance, and financial plan to align with your goals and needs. We commit to serving you with dedicated service so that you know what to expect from us. Communication is tailored to meet unique situations which helps to ensure that you know that your plan is properly monitored.
Which brings us to our favorite question – What’s your plan?
CPG is a comprehensive wealth management practice. Our focus is developing multi-generational financial plans that help you to achieve your goals and dreams. Wealth Management is our core competency. Wealth Management includes: Portfolio Management, Financial Planning, Insurance, Estate Planning strategies, Risk Management, and Lending. Our team has been carefully constructed from a combined 55 plus years of financial experience with each member providing an area of concentration within our core competency.
We know that that every client’s circumstances and challenges are unique. We are committed to helping you understand your total financial picture, while navigating the distractions of challenging markets and helping strengthen your family’s financial well-being. The relationships we foster emphasize highly personalized service and close communication. Our holistic approach enables us to develop customized strategies that are effective and strives to generate positive results.
At CPG we believe that every successful plan requires defined goals. Whether those goals are short term (i.e. purchasing a house, saving for kids or grandkids education) or long term (i.e. saving for retirement, passing on a family business, endowing a charity, or helping ensure wealth transfers to future generations); a financial plan is the key to potentially achieving successful results. As a team, we understand that creating the plan is just the first step; implementing and monitoring your plan is part of our full service model. Through consistent monitoring, we look for ways to tailor your portfolio, insurance, and financial plan to align with your goals and needs. We commit to serving you with dedicated service so that you know what to expect from us. Communication is tailored to meet unique situations which helps to ensure that you know that your plan is properly monitored.
Which brings us to our favorite question – What’s your plan?
Securities Agent: FL, KS, ID, WA, MA, DC, IL, TX, MT, NV, NM, NC, CO, OH, IA, SC, CT, AZ, AK, MO, MN, HI, CA, WI, UT, MI, IN, GA, DE, WY, VA, OR, NY, WV, TN, NH; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1265078
CA Insurance License #: 0D14511
NMLS#: 1265078
CA Insurance License #: 0D14511
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
4000 Carillon Point
Ste 600
Kirkland, WA 98033
US
Direct:
(425) 202-0633(425) 202-0633
Toll-Free:
(800) 733-6650(800) 733-6650
Fax:
(425) 453-5802(425) 453-5802
Wealth Management
Global Investment Office
Portfolio Insights
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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 Robert Fritton today.
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
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)
