For us,

retirement planning means more than providing our clients with investment advice. It means helping them maintain the financial independence they've worked their whole lives to achieve.Our consultative process begins with an in-depth discussion of your current finances and future objectives. We'll address issues you might have overlooked and determine how we can help you adjust your investment strategy to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Service

“Service is not doing what is required of us, service is doing more than what’s required of us.” 
- Simon Sinek






Every day you put your lives on the line to be the heroes we trust with our lives. We can only hope to embody that selflessness when helping you plan for your future. Whether you are a firefighter, police officer, or first responder, you can count on us to be there with you every step of the way. Leveraging Morgan Stanley’s vast resources we can create a customized solution for you, your needs and your family, taking into account everything that is important to you.







Morgan Stanley is a Firm you can trust:




Doing business with integrity: We are committed to doing first class business in a first class way

Global capabilities: We provide an expansive platform- giving you access to unique resources around the globe

Putting clients first: We offer a wide range of protections to help our clients with cyber security



We offer Goals Based Solutions:




Comprehensive solutions: We offer a wide selection of high quality funds from both The Firm and other managers to help you achieve your goals

Managing your financial life & beyond: We go beyond investment advice, including lending and cash management

Dedicated to individuals: We are focused on helping you build, preserve, and manage wealth through all life stages

    impact investing

    Every dollar you send into the world makes an impact.




    For us at Morgan Stanley, it is clear that the solutions to global challenges can only achieve the required scale if they can attract a mass of private capital. To this end, we’ve established the Morgan Stanley Institute for Sustainable Investing to lead work across our firm, with our clients, and with academic institutions to help mobilize capital to sustainable enterprises, via global markets and the investors who drive them.






    Our client-centered approach helps the families, individuals and organizations we serve to invest in a way that aligns their values with their investments. By drawing from the firm’s wide array of capabilities, Morgan Stanley has been able to leverage its market position as a leading Wealth Management firm to empower our clients to Invest with Impact. 






    Every dollar you send into the world makes an impact...What do you want your impact to be?


    For more information:

    Click here to go to the Institute for Sustainable Investing
    Click here to go to Investing with Impact

    Location

    28202 Cabot Rd
    Ste 500
    Laguna Niguel, CA 92677
    US
    Direct:
    (949) 365-1775(949) 365-1775
    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
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    • Retirement Plan Participants
    • Annuities
    The Simple Six-Step Retirement Checkup

    The Simple Six-Step Retirement Checkup

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    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.

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    Morgan Stanley and Justin Rose: A Winning Team

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    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
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    Learn more about Your Financial World. On the Go.
    Sign Up for eDelivery

    Sign Up for eDelivery

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    Ready to start a conversation? Contact The Greco Group today.
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