
Michael Briese
Our Mission:
At The Briese Group, our mission is to provide tailored, comprehensive wealth management solutions that empower affluent individuals and their families to help preserve, grow, and transfer their wealth across generations. We are committed to building close relationships built on trust, delivering exceptional service, insightful guidance, and innovative strategies. By aligning our experience with your unique goals and values, we strive to be your lifelong financial advisors—helping you navigate complexity, seize opportunity, and create a lasting legacy.
Our Story :
For nearly two decades, our team has built meaningful, multigenerational relationships with our clients—serving as trusted advisors through every phase of life.
With our team, you'll receive the personalized attention of a boutique firm, backed by the global strength and extensive capabilities of Morgan Stanley. This unique approach offers you access to a wide range of bespoke, tailored investment opportunities, expert financial insights, and institutional resources.
We tailor fully integrated wealth management strategies that reflect your unique goals—whether that means planning for your short and long-term goals, investing assets, transferring wealth, managing risk, maximizing philanthropic impact, or enhancing your lifestyle.
Our approach is to simplify and solve your most important financial challenges while keeping a constant eye on your portfolio and long-term goals. We work closely with you to develop a comprehensive roadmap you can follow with confidence, supporting your financial success and establishing your legacy.
Our Firm:
Morgan Stanley Private Wealth Management (PWM) is a boutique advisory group within the firm catering exclusively to the needs of ultra-high net worth individuals, families, and foundations.
Our recent recognition:
Forbes Top Wealth Management Teams Best-In-State 2025 - New York
Forbes Best-In-State Wealth Management Teams Source: Forbes (Awarded Jan 2025) Data compiled by SHOOK Research LLC based for the period 3/31/23-3/31/24.