Welcome

The Feldstein Group was built and founded on the core belief that we treat clients like they are family. We know how much family means to our clients, so it is our mission to help their families as though we would help our own. It has been the most rewarding experience that for over 30 years, we have been able to help multiple generations of families achieve their financial goals and retire successfully.

Working together, we can help you define and strive to meet your goals. We do this by delivering a vast array of resources to you in a way that is most appropriate for how you invest, what you want to achieve, and most importantly, to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, exceptional lending opportunities, and a full spectrum of investment choices.
Services Include
  • Municipal Bonds1
  • 401(k) Rollovers
  • Asset Management2
  • Retirement Planning3
  • Cash Management4
  • Financial Planning5
  • Fixed Income6
  • Annuities7
  • Certificates of Deposit8
  • Lending Products
  • Corporate Retirement Plans9
  • Wealth Management10
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

At the Feldstein Group at Morgan Stanley, we believe that identifying financial solutions begins with a solid understanding of each client’s situation, goals, objectives and risk tolerance. We follow a disciplined process that enables us to work with you to craft a solution that helps to meet your individual financial needs:

- Develop a thorough understanding of your financial goals and objectives
- Review and analyze your current financial situation
- Identify and tailor solutions that can help you meet your individual needs
- Implement your customized strategy, including personalized services and benefits
- Review your strategy, meeting periodically to discuss your goals and needs

Whatever your financial goal—whether to grow your wealth, preserve it or pass it on to others, you can count on us to help you with a strategy that is:

Personal: Highly individualized and committed to helping you achieve financial success
Flexible: Responsive to changes in your life and in your priorities over time
Comprehensive: Covering a broad array of investment products and services, with preferred benefits tied to your valued status with us

    Your Goals and Concerns Change as Life Changes

    • Using our 4-step process we can help you define and strive to meet your goals, addressing your concerns each step of the way.
    • 1, ESTABLISH FINANCIAL OBJECTIVES
      Work with you to establish a realistic set of objectives based on:
      - Your financial goals
      - Time horizon
      - Liquidity needs
      - Tolerance to volatility and risk
    • 2. DEFINE INVESTMENT STRATEGY
      - Develop an investment strategy designed to help produce optimal portfolio performance
      - Seek to generate the highest return potential consistent with the strategy’s level of risk
    • 3. EVALUATE AND SELECT INVESTMENTS
      Leverage the global resources of Morgan Stanley to select investments to implement your personal strategy
    • 4. ONGOING REVIEW PROCESS
      - Monitor your portfolio to track its performance relative to your stated objectives
      - Modify the portfolio on a discretionary basis as your needs and circumstances change over time

    What are your hopes and dreams?

    Our approach to retirement planning focuses on what is most meaningful to you.

    Whether meeting with you for the first time or reviewing your progress and life goals, this is our priority.

      Our Tools

      As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices. Below are just some examples of the tools available to help us achieve your goals. Call us for more information.
      • Financial Planning with LifeView
        Your wealth strategy doesn’t just consider your investment objectives. Rather, it is tailored to address the personal life goals you’ve identified and prioritized.

        Using our suite of tools — our LifeView® platform — we can create your personal roadmap to help achieve and protect your goals — a framework that makes the connection between your life goals and your financial resources, and provides a baseline for future discussions.

        LifeView® helps us:

        Analyze your current investments, and financial situation
        Review and prioritize your goals with you, such as Retirement
        Education funding
        Major purchases and philanthropic goals
        Protect your goals
        Develop wealth transfer strategies

        Click the links below to access the sample LifeView® Goal Analysis and Client Profile:
        LifeView® Goal Analysis Client Profile

      Location

      21650 Oxnard St
      Ste 1800
      Woodland Hills, CA 91367
      US
      Direct:
      (818) 713-4700(818) 713-4700

      Meet The Feldstein Group

      About Me

      R. Scott Feldstein began his career with Morgan Stanley in 1986. He has spent his entire career in Woodland Hills; helping generations of families plan for and achieve successful retirements. Scott's top priority when helping his clients is to make sure they are being taken care of as though he would help his own family. In 2015, he founded The Feldstein Group at Morgan Stanley with his son Zack, with the goal to help families preserve and grow their wealth for generations to come.

      Scott grew up in Southern California and attended San Diego State University, graduating with a Bachelor’s degree in Finance. His continued excellence in wealth management and commitment to his clients and their families, has earned him the title of Senior Vice President. In his free time, Scott enjoys playing tennis with his wife, Mary.
      Securities Agent: CA, WA, UT, TX, SC, PA, OR, NY, NV, NM, MT, MI, KS, ID, GA, FL, DE, CO, AZ, AR; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
      NMLS#: 1288347

      About Me

      Zack Feldstein started working for Morgan Stanley in 2011 as an intern with his father, Scott. He continued to intern with his father throughout his college career and became interested in following in his father’s footsteps. In 2014, he graduated from the University of Colorado at Boulder with a Bachelor’s degree in Economics. After he successfully passed and obtained his Series 7 and Series 66 licenses, he joined his father and became a part of The Feldstein Group at Morgan Stanley. Within the team, Zack primarily focuses on helping clients with retirement planning and analysis.

      In his spare time, Zack has always been interested in cars. You can almost always find him at a local car show on the weekend.
      Securities Agent: CA, WA, UT, TX, SC, PA, OR, NY, NV, NM, MT, MI, MA, KS, ID, GA, FL, DE, CO, AZ, AR; General Securities Representative; Investment Advisor Representative
      NMLS#: 1435734
      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.

      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.

      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.

      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.

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      Morgan Stanley and Justin Rose: A Winning Team

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      Reserved | Living & Giving

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      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
      Access Morgan Stanley Online

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      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
      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.
      Sign Up for eDelivery

      Sign Up for eDelivery

      With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
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      Ready to start a conversation? Contact The Feldstein Group today.
      1Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.

      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.

      3Morgan 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.

      4Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

      Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

      5Morgan 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.

      6Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

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

      8CDs are insured by the FDIC, an independent agency of the U.S. Government, up to a maximum of $250,000 (including principal and accrued interest) for all deposits held in the same insurable capacity (e.g. individual account, joint account, IRA etc.) per CD depository. Investors are responsible for monitoring the total amount held with each CD depository. All deposits at a single depository held in the same insurable capacity will be aggregated for the purposes of the applicable FDIC insurance limit, including deposits (such as bank accounts) maintained directly with the depository and CDs of the depository.

      9Tax 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.

      10Morgan 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