At The Balog Group, we are committed to delivering a comprehensive wealth management experience that empowers our clients to make informed financial decisions. Leveraging the full intellectual capital of Morgan Stanley, we offer personalized strategies that encompass financial planning, portfolio management, lending solutions and cash management, estate and philanthropic planning, and more.
Our Four-Step Wealth Management Process
Tax-Efficient Strategies
Preserving and growing your wealth requires thoughtful tax planning. Our comprehensive approach includes:
Our team collaborates closely with you and your tax advisors to implement these strategies effectively, ensuring they complement your overall wealth management plan.
Alternative Investments and Private Market Platform
As part of our commitment to providing diversified investment opportunities, we offer access to a wide range of alternative investments through Morgan Stanley's robust platform.
Through Morgan Stanley's Private Markets platform, eligible clients can explore curated co-investment opportunities across various asset classes, industries, and geographies, often with lower minimums than many competitors.
Morgan Stanley Outsourced Chief Investment Office (OCIO) and Family Office Resources (FOR)
The Balog group partners with Morgan Stanley OCIO to offer holistic Portfolio Solutions for Institutions and UNHW Families and work closely with FOR to connect our clients with the extensive specialized resources in trust and estate planning, family governance, wealth education, family office management, philanthropy management, private banking and wealth planning for art and collectibles.
With over 90 years of combined experience backed by the global resources of Morgan Stanley, The Balog Group is dedicated to building lasting relationships grounded in trust and integrity. We strive to be your financial advisory team, guiding you through every stage of your financial journey.
The mission of our Sports and Entertainment practice is to deepen and broaden our existing client relationships in the Entertainment Industry by creating a greater awareness of our wealth management capabilities as it relates to the complexity of their lives. The Balog Group can help you navigate these complex situations.
Morgan Stanley Global Sports & Entertainment, a division committed to serving the complex financial needs of professional athletes and entertainers. The division was created because every sports and entertainment profession is unique, with its own characteristics, earnings profile and career span. Our clients need Sports and Entertainment Directors who know the industry and how money flows from their work to their wallet.
Sports and Entertainment Directors were chosen for their advanced experience working in very specific fields. In our case, it's actors, screenwriters, directors and musicians. We understand the unique financial challenges of entertainers and can help craft customized financial strategies that are tailored to their specific needs. Delivering the powerful resources of Morgan Stanley, one of the world's leading financial services firms, we work to translate our client's goals into a financial strategies designed to help grow assets, preserve wealth and ensure a successful financial life and legacy.
Morgan Stanley GSE are proud to announce the launch of Money in the Making™, a digital financial education program developed and designed specifically for the next generation of athletes, entertainers and emerging talent. We partnered with entertainers, creators, and athletes, such as NFL great Larry Fitzgerald, Jr. to create a new digital financial education program aims to help young athletes, entertainers and emerging talent in the sports and entertainment industry build and manage wealth.
The Newport Beach Film Festival is an event produced by, for, and about film enthusiasts. As such, NBFF events and screenings may be recorded or reproduced by the Newport Beach Film Festival, its designees, and/or attending participants.
Congratulation to Anouchka Balog for ranking #11 South California for Private Wealth!
Source: Forbes.com (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period 3/31/23–3/31/24.
Congratulations to Anouchka to have been named to Morgan Stanley's prestigious Chairman's Club, an elite group of the firm's Financial Advisors!
Congratulation to Anouchka Balog for ranking #5 South California for High Net Worth Individuals!
(formerly referred to as Forbes America's Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2024-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
As your family grows and your wealth increases, you may face more subtle and profound wealth management issues. Anouchka's a Family Wealth Director has the deep understand and capabilities to address your needs head on.
Congratulation to Anouchka Balog for ranking #65 Nationwide!
(formerly referred to as Forbes Top Women Wealth Advisors)
Source: Forbes.com (Awarded 2023-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
Anouchka is Director of Global Sports & Entertainment, 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.
Congratulations for ranking #116 in Barron's Top 1200 Financial Advisors, making her the top 10%!
Barron's Top 1200 Financial Advisors
Source: Barrons.com (Awarded Apr 2021-2024). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
In our Partnership with the NFL, Anouchka is recognized as a leading advisor deliver wealth management solutions designed for NFL players and agents, including financial education programs.
Congratulations for ranking # 98 in Barron's Top 100 Women Financial Advisors Nationwide!
Source: Barron's.com (Awarded June 2022-2024) Data compiled by Barron's based on 12-month period concluding in March of the year prior to the issuance of the award.
Anouchka is recognized by the firm for delivering sophisticated investment strategies and personalized services, ensuring the client' investment objects are met with the highest standards of excellence.
Congratulation to Anouchka for ranking #7 Best-In-State Wealth Advisors Southern California for High Net Worth Clients!
Source: Forbes.com (Awarded 2023-2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in Sept of year prior to the issuance of the award.
Anouchka is recognized by Morgan Stanley to have exceptional expertise in providing and assisting clients with a comprehensive range of lending solutions, tailoring solutions to meedt individual financing needs and goals.
Source: Workingmother.com (Awarded Oct 2020) Data compiled by SHOOK Research LLC based on time period from 3/31/19 - 3/31/20.
Morgan Stanley Wealth Management is committed to creating opportunities for women in their careers, their wealth planning and their communities. We're closing the gap and helping empower females throughout every stage of their lives, with tangible resources, advice and stories.
The world moves fast, money moves even faster. Every day new legislation, new events, new fiscal & monetary policies, and new partnerships are announced. These all impact assets and introduce volatility. As money moves around the world based on these global influences, it causes ripples and waves in the financial market. You need an experienced team who can help prepare for the turbulence, so you can feel confident about your future.
As a leader and executive, you have the responsibility to guide the business through turbulent changes, and sail through unchartered waters. In the ever expanding business needs, your responsiveness at moment's notice is what leads your organization to become a world leader. As you are preoccupied with these responsibilities, it can be difficult to sort through your own finances. Let us help you with vested shares, concentrated stock positions, 10b5-1, control/restricted stocks, and create investment strategies based on your equity compensation.
In 2024, for the first time, women's elite sports is forecasted to generate a revenue that surpasses $1 billion. (Source: Deloitte) Women Athletes are compensated for over 20% of the revenue generated in professional leagues, increasing the compensation of women athletes around the board. In addition to increasing growth, women also revolutionize the sports itself and selling out arenas. At The Balog Group, our experience and dedication to female athletes extend beyond helping you grow you wealth, but to also aid you in your career and overcome future challenges.
You fight in the courts to protect those who cannot do so for themselves. You work hard to right the wrongs and give everyone an equal chance at attaining justice; yet you still have to work even harder for yourself and your loved ones. Let us take up that burden, and work together. While you fight day & night to protect the vulnerable in the courts, we will work to preserve your assets for you and your family.
Women bring a variety of unique contributions to healthcare including leadership based on empathy, good communication, and a holistic approach to care. You have shaped policy and practice to improve the well-being of countless individuals, patients, clinicians, and colleagues. So let us shape your financial health by offering a boutique holistic approach best suited for you. From retirement to long term care, your wellbeing in wealth and health is our focus.
In many societies, women were the steward, the money manager, the one who control the purse strings for centuries. With your busy life, such as:
it becomes incredibly difficult for you to focus on your families taxes, retirement, investments, and other wealth related questions.
Our team focuses on helping you through life's ups and downs, and create an actionable plan to help you cross the finish line.
Individuals certified by the CFP® Board have taken the extra step to demonstrate commitment and professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience, and ethical requirements. These four cornerstones set the foundation for the CFP® professional's ability in helping clients achieve their goals. The Balog Group's diverse skillsets can help clients navigate the complicated financial factors in their life. See below for more information about the CFP designation and how we can help:
The CFP® professional must develop theoretical and practical financial planning knowledge by completing 2 to 3 years of comprehensive coursework at an institution of higher learning approved by the CFP® Board. Once obtaining the CFP® trademark, their education does not stop, as continued education is part of the recertification process.
The CFP® professional must pass the 7 hour comprehensive Certification Exam, which tests abilities to apply financial planning knowledge to real-life situations. The exam covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance.
All CFP® professionals are required to complete several years of experience related to financial planning services prior to earning the right to use the CFP® trademarks.
The CFP® professional is obligated to uphold the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence as outline in the CFP® Board's Code of Ethics. The Rules of Conduct require the CFP® professional to put the client's interest first at all times.
Family Office Resources (FOR) provides specialized technical expertise to ultra-high net worth Financial Advisors and clients across a broad range of family wealth management issues
At Morgan Stanley Wealth Management, exclusive access to vast resources, combined with our unique capabilities, gives us the means to support your goals at every life stage. Our commitment to building, preserving and managing the wealth of our clients forms the foundation of everything we do.
A well-crafted estate plan can help clients plan for the future by getting a better overall sense of their potential estate value. Financial Advisors help clients by analyzing the impact of different strategies surrounding the ownership of assets, philanthropy, and the implementation of trusts.
Investing with impact delivers a comprehensive and holistic wealth solution for our clients that seek to generate market-rate financial returns alongside positive environmental and social impact.
The tax decisions you make today can help you save for years to come. Consider these smart tax strategies for your financial plan.
