The DeSoto Wealth Management Group at Morgan Stanley

Wealth management brings various dimensions of your life together. We listen carefully to understand the connections across your personal life, your family, your career and your legacy goals to develop a comprehensive strategy that is uniquely yours.

One of our key areas of focus is helping you prepare for and thrive in retirement. From IRAs to RMDs, we manage the complexities of your comprehensive retirement plan assets, helping you easily transition to the next phase of your life with confidence.

Managing an investment portfolio should be a consultative, disciplined process that balances your attitudes about investing with careful analysis of the financial markets. Working together, we create a customized strategy that applies long-held investment principles to help your assets appreciate appropriately or generate cash-flow or income as you require.

The core of all of our strategic plans remains traditional goal-based planning, risk and liability review, and active monitoring of how changes in the markets and your life impact your progress toward your goals.

Creating adequate cash flow and securing liquidity are the day-to-day aspects of implementing a financial strategy. We help you meet your personal cash management and borrowing needs, while thinking strategically about how specific approaches may affect current and long-term costs and taxes.

Delivering an estate to the next generation or favorite charity requires more attention than families often realize. We coordinate with your estate and tax professionals to align your legacy goals with the appropriate asset titling and beneficiary designation requirements, incorporating best practices to help enhance results.

Safeguarding your assets and personal information is paramount to us. Learn about our extensive security measures and take advantage of our numerous resources and ideas that are geared towards helping you stay protected on the World Wide Web.

Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.

Complete your financial profile with Total Wealth View. By linking your external account information, you will benefit from more educated and holistic wealth planning and a comprehensive overview of your assets vs liabilities.

Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.

Taxes can be a substantial drag on investment returns. Morgan Stanley Total Tax 365 offers access to a broad range of tax-efficient strategies to help you integrate tax planning into your investment process all year long, maximize portfolio after-tax return potential, manage unrealized gains and help keep more of what you earn.

Our Portfolio Risk Platform, backed by institutional-caliber analytics, assesses thousands of risk factors using a holdings-based approach to assess a portfolio's exposures, analyze how securities behave together across portfolios and forecast how they influence risk and return moving forward.

Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy, and more.

With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.

With more than 40 years' experience and over $140 billion in client assets currently invested in alternatives, Morgan Stanley's comprehensive strategies, diverse talent and global resources enable us to provide qualified investors with distinctive investment opportunities.

Learn how a host of innovative alternative strategies could bolster investors' portfolios as traditional assets face headwinds.

Welcoming a child into the family is a joyous occasion for everyone. As a trusted advisor to our clients, we play a critical role in helping you plan and prepare for the financial components that a new child introduces into your lives.

Education is a major investment and expense for most of our clients—one that often requires years of careful, advanced planning. As educational costs continue to rise—from primary education through undergraduate, graduate and professional schools—we can help you approach the range of educational expenses, such as tuition, extension programs and advanced professional training, with appropriate funding strategies for your particular situations.

Many of our clients have complex business arrangements, from executive-level employment situations to various levels of investment in a multitude of business ventures—from startups to established enterprises. As their Financial Advisor, we play a critical role in helping them navigate the complexities of business ownership, investment and associated activities such as selling, divesting or planning for succession.

There are few events more exciting than when our client decides to align their life with the person they love. Of course, there are conversations you should have with your partner before tying the knot. One of the most important is about money—how you will make it, save it, spend it and invest it.

Today's 65-year-olds have a high likelihood of living until their mid-80s, and it's not uncommon anymore to reach substantially beyond that. That means you need to plan for a retirement that will span two decades and potentially much more. Longer retirements are great outcomes, but also place a great deal of stress on a household's finances. As your Financial Advisor, we make sure to put a plan in place so that you are able to take on any curveball retirement may throw at you.

Health care costs are rising—especially for retirees, and many will need long-term care. Learn the moves you can make to help prepare yourself.