About Us

Welcome to The Du Borg Group at Morgan Stanley.  We utilize a customized wealth management process to address the challenges and complexities of wealth so you can accomplish the things in life that are truly important.



Our wealth management process was developed and refined over more than four decades to eliminate the noise and distractions of challenging markets and provide a disciplined sense of focus on what's most important.



Through our process we develop an investment strategy focused clearly on your objectives and help you define lifestyle expectations, cash flow needs, risk tolerance, and aspirations for your family.  Our portfolios are informed by Morgan Stanley's strength, stature and resources in the global financial industry.
Services Include
  • Estate Planning Strategies1
  • Executive Benefit Services2
  • Professional Portfolio Management3
  • Retirement Planning4
  • Wealth Management5
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

1333 N California Blvd
Suite 133
Walnut Creek, CA 94596
US
Direct:
(415) 693-6214(415) 693-6214

Meet The Du Borg Group

Photo of Eric Blodgett

Eric Blodgett

Wealth Advisor Associate

About Me

Magnus Du Borg focuses on income-producing asset management for high net worth families.
Prior to founding the Salkin DuBorg Group with Dr. Salkin, Magnus held a management role within a Registered Investment Advisor group and was responsible for raising over $1.1 billion in capital for discretionary management.

Outside of the office, Magnus is an avid sportsman and enjoys playing lacrosse and golfing, as well as coaching numerous local community teams. He resides in Lafayette, CA with his wife Jennifer and their two children Jack and Charlotte.

Magnus holds a B.S. from the School of Civil Engineering at the University of California Davis, and is a registered CFP® Board Certified Financial Planner.
Securities Agent: CA, UT, NV, AR; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1407620

About Me

Caroline focuses on helping clients meet their banking, trust, estate, and insurance planning needs. She holds a Bachelor’s degree from the University of Cambridge in International Business and an MBA from Sichuan University in Chengdu, China. Prior to joining Morgan Stanley Caroline served as an international private banker with Bank of America Merrill Lynch and was the recipient of the company’s Global Recognition Service Award. She is fluent in Mandarin Chinese.
Caroline resides in the San Francisco suburb of El Cerrito and enjoys time with her family and friends.
CA Insurance License #: 0M30176

About Me

Pam holds a Series 7 and 66 has over 28 years of experience in client service with Morgan Stanley. Her main focus is portfolio management administrative tasks and streamlining day-to-day client account operations in order to create a smooth relationship flow for clients.
Pam lives in San Francisco suburb of Pleasant Hill, and enjoys traveling and spending time with her family.

About Me

Lori holds a Series 7 and 66 has over 30 years of experience in client service with Morgan Stanley. Her main focus is wealth management support and administrative tasks. She assists in day-to-day client account operations.

Lori lives in San Francisco suburb of Concord, and enjoys traveling with family and friends.

About Me

Eric takes the lead on Financial Planning operations within the group. He earned a Bachelor of Science in Business Administration from the University of Southern California. Prior to joining Morgan Stanley, Ben worked in business development for McKinley Partners a San Francisco Bay Area based private equity firm.
Living in the San Francisco suburb of Danville, Eric enjoys the outdoors hiking the trails around his home and surfing
From Our Team

LifeView Financial Goal Analysis


Investment and Market Perspectives

On the Markets

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement Income Strategies
  • Retirement Plan Participants
  • Annuities
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
Five Smart Strategies to Use a Bonus or Raise

Five Smart Strategies to Use a Bonus or Raise

Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

Family

Creating customized financial strategies for the challenges that today's families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
Financial Transition: A Guide for Women

Financial Transition: A Guide for Women

Here's how to take control of your finances if a death or divorce leaves you holding the reins.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
A New Roadmap for Mission Alignment

A New Roadmap for Mission Alignment

Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

More from Morgan Stanley

Consolidate Your Cash at a Competitive Rate

Consolidate Your Cash at a Competitive Rate

2.30% APY with Preferred Savings for New Money deposited through your eligible Morgan Stanley brokerage account. Contact me to learn more or click here. Terms apply.
Learn more about Consolidate Your Cash at a Competitive Rate
Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and Justin Rose: A Winning Team

Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
Learn more about Morgan Stanley and Justin Rose: A Winning Team
Your Financial World. On the Go.

Your Financial World. On the Go.

With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Learn more about Your Financial World. On the Go.
Reserved | Living & Giving

Reserved | Living & Giving

Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Learn more about Reserved | Living & Giving
Sign Up for eDelivery

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
Learn more about Sign Up for eDelivery
Access Morgan Stanley Online

Access Morgan Stanley Online

Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
Learn more about Access Morgan Stanley Online
Ready to start a conversation? Contact The Du Borg Group today.
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Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

1Morgan 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.

2Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

3Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

4Morgan 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.

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.

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 suitable 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”) 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.


CRC 2019752 10/2018