Our Story

For over 35 years, the Stoneridge West Wealth Management Group at Morgan Stanley has pioneered a proactive, high-service model that is uniquely tailored to provide our clients with exceptional, personalized service.

Our innovative approach constantly seeks out new opportunities for our clients, while our retirement planning strategies remain grounded in time-tested principles.

Our practice holds the distinctive credentials of Family Wealth Director, Equity Compensation Specialist, Alternative Investments Director, and Corporate Retirement Director. These designations provide our team with exclusive access to advanced Wealth Advisory Services and Corporate Retirement solutions. Leveraging relationships built over decades, we are equipped to help maximize retirement readiness and navigate the complexities of today's marketplace.

As a multigenerational team serving multigenerational families, we are deeply rooted in our communities and committed to inclusivity. We proudly serve clients who are deaf and hard of hearing, utilizing sign language and the latest communication technologies. Our dedication to investment excellence, coupled with rigorous due diligence, enables us to deliver exceptional service, objective guidance, and results-driven strategies.

Whether your mission is philanthropic, social, or family-focused, we are honored to help lay the foundation that empowers our clients to confidently pursue their dreams and aspirations.

Services Include
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

FINANCIAL STRATEGIES FOR LIFE

At Stoneridge West Wealth Management Group, we understand that we can’t be everything for everyone, which is why we spend the time to understand you on a deeper level. For our select clients, it is only after our discovery process that we may begin crafting an appropriate financial plan.

As we unravel and fully understand your goals and aspirations, we will begin developing a comprehensive financial plan that is designed to meet your objectives. We will then conduct onsite due diligence meetings with you to clarify the inherent risks associated with those returns.  If you agree with the recommendations, the plan is implemented and continuously monitored to provide periodic feedback and advice.

Through our unique combination of resources and capabilities, we have exclusive access to investments and products that are otherwise only available to institutional investors. As a result, we are able to provide our clients with distinctive investment opportunities and superior advice. Through each custom tailored plan, we work to provide you with unbiased investment planning and monitoring that replicates a boutique-like experience from a global financial leader in Morgan Stanley.
By Your Side for All of Life's Milestones
  • Our clients are much than a portfolio of assets – they are sophisticated, prosperous individuals, families, and business owners who seek impartial and prudent guidance with respects to a full range of financial topics. They have grown to depend on our extraordinary service model that is specially designed to ensure every client feels like our only client. When choosing to work with us, you will be treated with the respect and an unwavering commitment to you and your family.
Our Clients Include:
  • High Net Worth and Ultra-High Net Worth Individuals and Families
  • Retirees and Individuals Planning for Retirement
  • Foundations and Non-Profit Organizations
  • Corporate Executives, Professionals, and Small to Midsize Companies
  • Self-Made Entrepreneurs and Business Owners
  • Referrals from Existing Clients and Industry Professionals

ONLINE TOOLS AND FEATURES AVAILABLE TO YOU

Our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. Take some time to learn about some of the many Modern Wealth Management resources that we offer to our clients.
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    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.
    Learn more about Morgan Stanley Online
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    Total Wealth View
    It’s hard to see the complete picture with only half the details. As a Morgan Stanley client, you can now conveniently view your accounts from other financial institutions on Morgan Stanley Online or by using the Morgan Stanley Mobile App, giving you a more complete financial picture.
    Learn more about Total Wealth View
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    Online Security Center
    At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
    Learn more about Online Security
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    eDelivery
    eDelivery provides you with the ability to view statements and other Firm documents electronically in lieu of paper. Clients who are registered in Morgan Stanley Online may enroll in eDelivery.
    Enroll in eDelivery
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    Goals Based Planning
    Working with us, paired with our technology, is a great way to access advice and build a wealth plan. Read more about the advantages of working with our planning technology in reaching your financial goals.
    Learn more about our Planning Tools
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    Portfolio Risk Platform
    Our proprietary Portfolio Risk Platform leverages state of-the-art analytics to help identify various elements of risk in client portfolios, down to the security level, and model the potential impact of adjustments, before portfolio changes are made.
    Watch Video on Portfolio Risk Management
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    MS Reserved
    Reserved Living & Giving is a tiered complimentary loyalty program that rewards clients with over one million dollars in assets and liabilities invested at the firm. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
    Learn more about MS Reserved
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    Spending and Budgeting Tool
    Morgan Stanley provides a Spending and Budgeting Tool, which can automatically categorize your spending and analyze your cash flow to help you easily manage where your money is going across all your accounts – both at Morgan Stanley and externally to make it easy for you and your Financial Advisor to see your complete financial picture.
    Learn more about our Spending & Budgeting Tool

Ways to Prepare for Your Retirement

Below are some resources to help you better manage your work and personal retirement accounts. Click on one of the links below to access more information.
Retirement and Your Portfolio
Retirement is an exciting part of your life; this article explains why having a strategy for retirement is essential. Our team is focused on helping you be financially equipped for retirement and guiding you throughout this stage of life.
Is Your Portfolio Ready for Retirement?
Risks to Your Retirement
Once you determine what kind of retirement you want, we will work together to take a closer look at the risks that might be standing between you and your retirement goals. No matter how well you save during the accumulation phase, it’s critical to plan how you convert those assets to income. We can help you navigate the challenges that may arise.
Log Into Your Account
Understanding Your Savings Vehicles
When it comes to retirement savings, the most important thing is to get started—after all, time is one of your greatest assets. Although retirement may seem far for some, it is essential to get started on planning for future living expenses, potential education funds, or travel costs. Let us help you educate on ways to grow and preserve your wealth.
Learn More About 401(k) Strategies
Retirement Readiness
How you plan your finances in retirement may be just as important as the process of saving for retirement. Here are some key considerations.
Retirement Checkup

Please contact either Michael Teague (Mike.Teague@morganstanley.com) or Connor McGuire (Connor.McGuire@morganstanley.com) for more information on upcoming events

We believe ongoing financial education leads to a better understanding of how to manage your assets and preserve your wealth. To that end, we host a number of programs that focus on all aspects of your financial life.
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Join Us February 25th for Our Zoom Webinar
Date: Thursday, February 25th
Time: 12 PM PT

Each month, the team hosts a webcast focusing on relevant topics catered to what's going on in the markets at that time. Be sure to check out this month's webcast titled "8,000 Days: Retirement Decisions and Longevity Planning"
Click Here for More Details
Additional Resources Around Webcast Topics
Age Based Memory Loss and Alzheimer's
How to Help a Loved One with Alzheimer's Disease

Location

4309 Hacienda Drive
Ste 200
Pleasanton, CA 94588
US
Direct:
(925) 730-3812(925) 730-3812
225 W Santa Clara St
Suite 900
San Jose, CA 95113
US

Meet Stoneridge West Wealth Management Group

Photo of Priti Manglik

Priti Manglik

Senior Registered Client Service Associate
Phone:
(925) 730-3862(925) 730-3862

About Michael J Teague

Michael Teague, Financial Advisor, is a seasoned 30-plus-year industry veteran with deep experience in working with high-net-worth individuals. As a Family Wealth Director, Alternative Investments Director, Corporate Retirement Director, and Equity Compensation Specialist at Morgan Stanley, Mike offers tailored financial strategies to business owners and corporate executives, with a particular focus on optimizing equity compensation plans.

Mike holds a BA and MA in Education, with a focus on Deaf Education. Before transitioning to financial services, he taught English and coached sports at the California School for the Deaf, where he also pioneered the use of computers to enhance composition skills for students.

In 1985, Mike founded Teague Financial, which he sold to Smith Barney in 1994. Following Smith Barney's integration into Morgan Stanley, Mike expanded his focus to include comprehensive wealth management and equity compensation strategies that align with his clients' broader financial goals.

Mike is a Certified Financial Planner and Certified Retirement Plan Specialist. He also completed the Certified Private Wealth Advisor Program at the University of Chicago, which emphasizes Family Office services for ultra-high-net-worth clients, including business owners and corporate executives.

Mike has been married for over 30 years to his wife, Joni. They have four children and reside in Pleasanton. Mike volunteers for the St. Michael’s Patrol annual summer camp and serves in the choir at St. Michael’s Catholic Church in Livermore, CA.
Securities Agent: SC, MO, WA, AZ, NC, NY, CT, KS, PA, NM, NV, MD, OK, VA, CA, TN, LA, HI, WY, OR, OH, MT, RI, FL, IN, TX, MI, MS, MA, CO, KY, ID, AR, UT, IL; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1255673
CA Insurance License #: 0686670

About Connor J McGuire

Connor McGuire joined Morgan Stanley in 2015 after a brief stint at Vanguard, bringing a fresh perspective to the Stoneridge West Wealth Management Group. As a Financial Advisor, Financial Planning Specialist, Alternative Investments Director, Portfolio Manager and Chartered Retirement Planning CounselorSM®, Connor has redefined customer service for our team and offers his experience in financial planning and private market investments.

Connor plays a pivotal role on the team, focusing on portfolio analysis, building comprehensive financial plans, and delivering investment-related services tailored to each client's unique needs. His commitment to excellence has significantly enhanced the client experience and the overall effectiveness of our team's strategies.

A native of Pleasanton, Connor earned his B.S. in Business Administration with an emphasis in Finance from San Diego State University. He holds multiple securities and insurance licenses. Outside of work, Connor enjoys hiking, mountain biking, snowboarding, and staying active at the gym.
Securities Agent: KS, AR, AZ, CA, CO, CT, ID, IL, IN, KY, LA, MA, MD, MI, MO, MS, MT, NC, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WY; General Securities Representative; Investment Advisor Representative
NMLS#: 1703209
CA Insurance License #: 0K99404

About Brian T Franklin

Brian Franklin is a Financial Advisor, Financial Planning Specialist and Chartered Retirement Planning Counselor SM® with Stoneridge West Wealth Management Group at Morgan Stanley. Brian utilizes a collaborative experience, emphasizing financial themes tailored to the individual that deepens their awareness and involvement in the management of their family's financial plan.

Prior to joining Morgan Stanley in 2000, Brian worked with Silicon Valley Capital Management, as well as Bottom Line Investments. He holds his BS in Finance from San Jose State University. Brian is an active member of his community, working with associations such as CREW, Rotary Downtown San Jose, and FARE GC.
Securities Agent: RI, CT, OR, IN, CA, LA, AR, MA, WA, VA, OH, NY, IL, HI, CO, AZ, TX, NC, MS, MO, MD, KS, UT, NM, MT, FL, PA, MI, ID, WY, SC, NV, KY; General Securities Representative; Investment Advisor Representative
NMLS#: 1265099
CA Insurance License #: 0D06974

About William A Corbin

Bill Corbin is a Financial Advisor, Financial Planning Specialist and Chartered Retirement Planning Counselor SM® with Stoneridge West Wealth Management Group at Morgan Stanley. Bill utilizes a consultative process to help clients maintain the financial independence that they've worked their whole lives for.

Bill has spent his entire career in the Bay Area. He holds his BS in Marketing from San Jose State University. Bill dedicates a great deal of time working with various associations, including the American Marketing Association, FARE GC, Rinconada Hills Association, Saratoga Area Senior Coordinating Council, and Habitat for Humanity.
Securities Agent: NC, MO, PA, LA, ID, AR, CA, NV, NM, OR, TX, SC, NY, MA, IN, CO, WA, RI, OH, MT, FL, HI, AZ, VA, MD, KS, MI, UT, MS, IL, CT, WY; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1264971
CA Insurance License #: 0D98711
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Creating customized financial strategies for the challenges that today’s families face.
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  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
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Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
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  • Qualified Retirement Plans
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Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
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  • Impact Investing
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Ready to start a conversation? Contact Stoneridge West Wealth Management Group today.
Market Information Delayed 20 Minutes
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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.

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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.

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3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

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4Morgan 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.

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5Morgan 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.

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6Morgan 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.

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

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8When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.

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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)