Patrick J Schwarz, CFP®
Managing Director, Private Wealth Management, Private Wealth Advisor, Family Wealth Director
Phone:
(212) 761-7828(212) 761-7828
Morgan Stanley Private Wealth Management
The Patrick Schwarz Group
Direct:
(212) 761-7854(212) 761-7854
Our Mission Statement
Rooted in a culture of excellence and guided by global insights, our team provides access to Morgan Stanley’s vast resources and intellectual capital within the framework of a sophisticated, personalized boutique office.
Welcome
Welcome to The Patrick Schwarz Group within Morgan Stanley’s Private Wealth Management Division.
The Patrick Schwarz Group was created to deliver an unsurpassed experience to ultra-high net worth individuals, their families, foundations, and businesses. By providing advice founded on a culture of excellence and driven by global insights, our team’s professionals deliver the resources of Morgan Stanley within the context of an elite, independent family office.
Our partners have a combined experience of over 78 years and are well-equipped to enhance our clients’ wealth journeys while helping them achieve their personal and financial goals.
See the “Meet The Patrick Schwarz Group” section below to learn more about our team members.
We look forward to working with you!
The Patrick Schwarz Group was created to deliver an unsurpassed experience to ultra-high net worth individuals, their families, foundations, and businesses. By providing advice founded on a culture of excellence and driven by global insights, our team’s professionals deliver the resources of Morgan Stanley within the context of an elite, independent family office.
Our partners have a combined experience of over 78 years and are well-equipped to enhance our clients’ wealth journeys while helping them achieve their personal and financial goals.
See the “Meet The Patrick Schwarz Group” section below to learn more about our team members.
We look forward to working with you!
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
About PWM
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
- Approximately 300 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $775 billion in AUM1
- Comprising 25% of the Barron’s Top 100 Financial Advisors list for 2023
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December, 2023
Source: Barron's.com (April 2023) 2023 Barron's Top 100 Financial Advisors awarded in 2023. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
Approach
Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
Investor Resources
Morgan Stanley Online
Beyond viewing your account balance and activity, Morgan Stanley Online (MSO) has a suite of features that allows you to manage your everyday finances from paying bills and sending money, to transferring funds and authorizing transactions with one click using eAuthorizations.
MSO
2023 Federal Tax Tables
This document outlines the 2023 tax rate schedule, education and health savings account limits, retirement contribution and deduction limits, among other information.
View 2023 Tax Tables
Total Wealth View
You and your Advisor can now make more informed decisions with respect to your Morgan Stanley accounts by identifying opportunities and risks across your full financial picture. Add your external 401(k), checking/savings, brokerage accounts and more to Morgan Stanley Online to see all your finances in one place.
Aggregate Your Wealth
GIC Weekly Research Report
The Global Investment Committee’s Lisa Shalett headlines this weekly look at markets, asset class performance, and fixed income.
View the Latest Report
LifeView Financial Plan
Morgan Stanley’s LifeView® Financial Planning tool helps clients create a personalized strategy around long-term goals. To begin your complementary financial planning analysis, please click the link below.
Financial Planning Questionnaire
Digital Vault
The Digital Vault on Morgan Stanley Online and the Mobile App allows you to build a central, shared document library where all documents are stored using encryption.
Learn More
eDelivery
eDelivery provides you with the ability to view statements and other Firm documents electronically in lieu of paper. Clients who are registered in Morgan Stanley Online (MSO) may enroll in eDelivery.
eDelivery
Liquidity Access Line
Whether you're covering expenses or seizing opportunities, Liquidity Access Line is there where you need it. It's a flexible line of credit that's based on the value of the securities in your brokerage account, exclusively for Morgan Stanley clients.
Learn MorePhilosophy
Our philosophy for working with clients is built upon three key pillars: preserve and grow your wealth, maintain your lifestyle, and empower the legacy you envision.
We take a holistic approach that goes far beyond financial management. We start by conducting a deep analysis of your current lifestyle, goals, and aspirations. This is complimented with an understanding of your concerns and fears – i.e. “what keeps you up at night”. With a deeper understanding of your core values, we then customize a portfolio and service model that gives you the freedom to focus on what matters most.
With a multi-family office like structure, the team handles all day-to-day services with the mindset that no task is ever too big or small. We understand that wealth is deeply personal, representing more than numbers on a balance sheet – it’s a reflection of hard work, values, and family legacies. We are committed to fostering trust, transparency, and long-term relationships characterized by fluid communication – allowing your unique vision to serve you and your family in the present and for generations to come.
We take a holistic approach that goes far beyond financial management. We start by conducting a deep analysis of your current lifestyle, goals, and aspirations. This is complimented with an understanding of your concerns and fears – i.e. “what keeps you up at night”. With a deeper understanding of your core values, we then customize a portfolio and service model that gives you the freedom to focus on what matters most.
With a multi-family office like structure, the team handles all day-to-day services with the mindset that no task is ever too big or small. We understand that wealth is deeply personal, representing more than numbers on a balance sheet – it’s a reflection of hard work, values, and family legacies. We are committed to fostering trust, transparency, and long-term relationships characterized by fluid communication – allowing your unique vision to serve you and your family in the present and for generations to come.
Location
1585 Broadway
22nd Fl
New York, NY 10036
US
Direct:
(212) 761-7854(212) 761-7854
Meet The Patrick Schwarz Group
Stephen Muecke, CFP®
Managing Director, Private Wealth Management, Private Wealth Advisor, Family Wealth Director, Alternative Investments Director
Phone:
(212) 761-7854(212) 761-7854
Janis Lo
Assistant Vice President, Group Director, Financial Planning Associate
Phone:
(212) 761-7786(212) 761-7786
Grier Poole, CFP®
Assistant Vice President, Financial Planning Specialist
Phone:
(212) 761-1932(212) 761-1932
Max Manning
Registered Client Service Associate
Phone:
(212) 761-9583(212) 761-9583
Mia Grillo
Registered Client Service Associate
Phone:
(212) 761-1718(212) 761-1718
Alex Washington
Client Service Associate
Phone:
(212) 761-9898(212) 761-9898
About Patrick J Schwarz
Patrick (PJ) Schwarz is the Founder and Managing Partner of The Patrick Schwarz Group, a team of seven investment professionals housed within Morgan Stanley’s Private Wealth Management division. Based in the firm’s headquarters in New York City, PJ has over 30 years of experience servicing the multi-faceted financial needs of wealthy individuals and their families, accomplished entrepreneurs, and business owners. His areas of concentration include investment management, portfolio construction, financial planning, and alternative investments.
The team’s servicing model provides a rare and holistic experience leveraging Morgan Stanley’s extensive network of resources and specialists. The team is highly capable in addressing complex financial and familial needs by liaising with client’s outside advisors to provide straightforward and comprehensive solutions. The team’s approach is rooted in personalized financial planning that integrates portfolio and risk management, investment selection, retirement & cash flow planning, tax and estate planning strategies, insurance, wealth transfer, cash management and lending services. With three CFP’s on the team, a proprietary and fully customized Family Summary is created and maintained for each client, serving as an important organizational reference and roadmap. Transparency and fluid communication are an integral part of the team’s process to deliver a top tier experience.
P.J. is a graduate of Duke University with a B.A. in economics and an M.B.A. in finance from the New York University Stern School of Business. Prior to his career in financial services, he served in the U.S. Navy attaining the rank of Lieutenant. P.J. and his wife, along with four children, live in Harrison, New York. He currently sits on the Children’s Health Fund Advisory Committee for the Catalytic Impact Foundation and is involved with various local charities. He previously served for 10 years as board chair of CYO youth sports for the Archdiocese of NY.
The team’s servicing model provides a rare and holistic experience leveraging Morgan Stanley’s extensive network of resources and specialists. The team is highly capable in addressing complex financial and familial needs by liaising with client’s outside advisors to provide straightforward and comprehensive solutions. The team’s approach is rooted in personalized financial planning that integrates portfolio and risk management, investment selection, retirement & cash flow planning, tax and estate planning strategies, insurance, wealth transfer, cash management and lending services. With three CFP’s on the team, a proprietary and fully customized Family Summary is created and maintained for each client, serving as an important organizational reference and roadmap. Transparency and fluid communication are an integral part of the team’s process to deliver a top tier experience.
P.J. is a graduate of Duke University with a B.A. in economics and an M.B.A. in finance from the New York University Stern School of Business. Prior to his career in financial services, he served in the U.S. Navy attaining the rank of Lieutenant. P.J. and his wife, along with four children, live in Harrison, New York. He currently sits on the Children’s Health Fund Advisory Committee for the Catalytic Impact Foundation and is involved with various local charities. He previously served for 10 years as board chair of CYO youth sports for the Archdiocese of NY.
Securities Agent: AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MT, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WI, WV, WA, AR; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1285035
NMLS#: 1285035
About Stephen Muecke
Stephen Muecke, CFP®, is a Managing Director and Private Wealth Advisor at Morgan Stanley. He has been with Morgan Stanley since graduating Villanova University in 2000. Stephen works with a range of sophisticated clients, family offices and small institutions serving as liaison to numerous areas within Morgan Stanley. Stephen focuses on financial planning, alternative investments, insurance and lending solutions, as well as the capital markets platform. He is a Certified Financial Planner™, CFP®. Stephen is on the Board of the Coast Guard Foundation and for the past 15 years has volunteered his time teaching religious education to 8th grade students in his local community. Stephen lives in Darien, CT with his wife and two children.
Securities Agent: NJ, SC, LA, VT, VA, NC, NY, OK, OH, PA, MI, WA, WI, TX, TN, WV, RI, OR, KY, MD, MN, NV, IN, NH, MT, CA, MA, AR, CT, DE, IL, DC, GA, FL, CO, AZ; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1294011
NMLS#: 1294011
Contact Patrick J Schwarz
Contact Stephen Muecke
Wealth Management
Global Investment Office
Portfolio Insights
Private Wealth Management Podcast
Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
LISTEN | Passion Assets: Investing in Art
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Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
Funding Climate Action: Pathways for Philanthropy
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Insights and Outcomes
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
2Morgan Stanley Smith Barney LLC (the “Firm”) and its affiliates do not currently offer the services provided by this Service Provider(s). The Service Provider(s) is not an affiliate of the Firm. Any review of the Service Provider(s) performed by the Firm was based on information from sources that we believe are reliable but we cannot guarantee its accuracy or completeness. This referral should in no way be considered to be a solicitation by the Firm for business on behalf of the Service Provider(s). The Firm makes no representations regarding the appropriate or otherwise of the products or services provided by the Service Provider(s). There may be additional service providers for comparative purposes. If you choose to contact the Service Provider(s), do thorough due diligence, and make your own independent decision.
3Tailored Lending is a loan/line of credit product offered by Morgan Stanley Private Bank, National Association, an affiliate of Morgan Stanley Smith Barney LLC. A Tailored Lending credit facility may be a committed or demand loan/line of credit. All Tailored Lending loans/lines of credit are subject to the underwriting standards and independent approval of Morgan Stanley Private Bank, National Association. Tailored Lending loans/lines of credit may not be available in all locations. Rates, terms, and programs are subject to change without notice. Other restrictions may apply. The information contained herein should not be construed as a commitment to lend. Morgan Stanley Private Bank, National Association is a Member FDIC that is primarily regulated by the Office of the Comptroller of the Currency. The proceeds from a Tailored Lending loan/line of credit (including draws and other advances) may not be used to purchase, trade, or carry margin stock; repay margin debt that was used to purchase, trade, or carry margin stock; and cannot be deposited into a Morgan Stanley Smith Barney LLC or other brokerage account.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
See the Financial Advisors Biographies for Registration and Licensing information.
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.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan 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
Awards Disclosures
1Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
2Morgan Stanley Smith Barney LLC (the “Firm”) and its affiliates do not currently offer the services provided by this Service Provider(s). The Service Provider(s) is not an affiliate of the Firm. Any review of the Service Provider(s) performed by the Firm was based on information from sources that we believe are reliable but we cannot guarantee its accuracy or completeness. This referral should in no way be considered to be a solicitation by the Firm for business on behalf of the Service Provider(s). The Firm makes no representations regarding the appropriate or otherwise of the products or services provided by the Service Provider(s). There may be additional service providers for comparative purposes. If you choose to contact the Service Provider(s), do thorough due diligence, and make your own independent decision.
3Tailored Lending is a loan/line of credit product offered by Morgan Stanley Private Bank, National Association, an affiliate of Morgan Stanley Smith Barney LLC. A Tailored Lending credit facility may be a committed or demand loan/line of credit. All Tailored Lending loans/lines of credit are subject to the underwriting standards and independent approval of Morgan Stanley Private Bank, National Association. Tailored Lending loans/lines of credit may not be available in all locations. Rates, terms, and programs are subject to change without notice. Other restrictions may apply. The information contained herein should not be construed as a commitment to lend. Morgan Stanley Private Bank, National Association is a Member FDIC that is primarily regulated by the Office of the Comptroller of the Currency. The proceeds from a Tailored Lending loan/line of credit (including draws and other advances) may not be used to purchase, trade, or carry margin stock; repay margin debt that was used to purchase, trade, or carry margin stock; and cannot be deposited into a Morgan Stanley Smith Barney LLC or other brokerage account.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
See the Financial Advisors Biographies for Registration and Licensing information.
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.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan 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
Awards Disclosures
CRC 6295606 (3/2024)
