
Patrick Morgan, CFP®
SteelCrest Wealth Management is a team of experienced and dedicated professionals committed to providing comprehensive financial advice to individuals and families. We focus on simplifying the complexity of wealth planning and investment management. Our clients can expect clear and consistent communication, thoughtful and diligent planning, and a willingness to understand and adapt to an ever-changing world.
On Monday, September 8th, join Morgan Stanley Wealth Management's Chief Investment Officer Lisa Shalett in a conversation with Morgan Stanley Investment Management's Head of Consilient Research for Counterpoint Global Michael Mauboussin as they explore whether the period of American Exceptionalism is coming to an end and discuss key considerations for investors, including:
Morgan Stanley presents the Wealth Education for the Next Generation seires aimed at educating the next generation about the world of finance and wealth education. Hosted by Caroline Gundeck, Head of UHNW Client and Field Engagement and Charline Burgess, Senior Wealth Education Specialist, you will learn about financial concepts, investing, and money management in a fun and interactive way.
Watch replays of the previous webinars at the link below!