About Us

At the Infinitee Group at Morgan Stanley, we build client relationships that span lifetimes and generations. We believe that the better and the longer we know you, the more effectively we can use this knowledge to create a comprehensive financial plan that reflects your goals, values and priorities. We want to develop a plan and investment portfolio that evolve with the changes in your life.

Most of our clients are looking for guidance to navigate the complexities of their financial lives without taking undue risks with their hard-earned money. That’s why we have a conservative approach to growing your wealth—we want it to be there when you need it or when you are ready to pass it on to future generations.

Your life is about more than just your finances, so we are also here for your other concerns. We want to be the first call you make when you need advice, and we’ll help refer or connect you to the professional services you require. With two advisors and a client service associate, the Infinitee Group works as a team to provide personal communications and timely responses to all of your questions and requests.
Services Include
  • Wealth Management1
  • 401(k) Rollovers
  • Annuities2
  • Corporate Retirement Plans3
  • Financial Planning4
  • Lending Products
  • Life Insurance5
  • Long Term Care Insurance6
  • Professional Portfolio Management7
  • Retirement Planning8
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Infinitee Group Process

  • DISCOVER
    Our relationship begins with a thorough understanding of your immediate needs, priorities and goals. We’ll discover details about your credit and basic finances and help you take precautions to maintain credit and preserve assets.
  • CREATE
    We develop a tailored roadmap to begin to help you rebuild your wealth and achieve the outcomes you seek. We’ll identify the strategies to help you:
    • Plan for retirement
    • Provide healthcare protection for yourself and your children
    • Revise your estate plan
  • ACT
    Next, we help you implement the strategies we formulate together, taking into account special circumstances, such as alimony, child support and tax consequences of selling large assets like your home.
  • ADJUST
    Achieving your goals requires vigilance and flexibility. We help monitor your progress and make adjustments as life evolves, markets and tax laws shift and priorities change.

Professional Portfolio Management

  • PERSONALIZED PORTFOLIOS
    Your Portfolio Manager will use his/her discretion to identify an investment strategy tailored to meet your needs.
  • COMPREHENSIVE COMMUNICATIONS
    Throughout your relationship, you’ll have direct access to the investment professional managing your portfolio.
  • CLIENT FOCUS
    Each account can be individually customized to meet your requirements for growth, income or preservation of capital within your risk constraints.
  • ASSET-BASED FEE
    Fees for the program are based on your account’s asset level, not on the number of transactions performed in a given time period.

4 Step Process

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







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





EVALUATE AND SELECT
INVESTMENTS




Leverage the global resources of Morgan Stanley to select investments to implement your personal strategy





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
  • 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
  • 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
  • EVALUATE AND SELECT INVESTMENTS
    Leverage the global resources of Morgan Stanley to select investments to implement your personal strategy.
  • 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

Financial Planning with the Infinitee Group

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:

Location

55 South Lake Ave
Ste 700
Pasadena, CA 91101
US
Direct:
(626) 449-1240(626) 449-1240
Toll-Free:
(800) 488-1240(800) 488-1240

Meet The Infinitee Group

About Me

Brian specializes in working with clients who have unique financial challenges, including multigenerational families, individuals in retirement, business owners, and widows and divorcees. As a CERTIFIED FINANCIAL PLANNERTM with more than 30 years of experience, he has the knowledge to develop effective long-term investment strategies and design portfolios that match clients’ values to their objectives.

Brian uses a collaborative approach, viewing clients as both business partners and friends whose financial interests he has been entrusted to preserve and enhance. He believes that a consistent approach to communications and regular investment reviews are the most important factors in fostering the life-long relationships that he intends to share with his clients. He and Leticia Perkins work as a team to ensure that clients are always confident that their best interests are being protected every day.

Before partnering with Tish to found the Infinitee Group at Morgan Stanley, Brian worked with her at Morgan Stanley, advising clients for more than 20 years as a Financial Advisor. He also spent several years each at PaineWebber, Dean Witter Reynolds and Linsco/Private Ledger.

Brian graduated from Cal State University, Los Angeles, with a B.S. in finance. In his spare time, he enjoys the company of his family, including his two daughters, as well as golfing, traveling, collecting watches, dining out, and appreciating French and Italian wines.
Securities Agent: CA, WI, WA, VA, TX, NY, NV, IN, ID, FL, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1282904
CA Insurance License #: 0a59998

About Me

Tish focuses on working with clients who have complex wealth management situations, including pre-retirees in the wealth accumulation stage; income-oriented retirees; owners of small and medium-sized businesses; CPAs and attorneys; and widows and divorcees. For all of her clients, Tish’s goal is to provide a continuum of services over their lifetimes and establish multigenerational working relationships within their families.

Tish views her clients’ financial health as a puzzle, and it is her job to get to know each client fully, so that she can uncover all of the pieces to the puzzle and fit them into a comprehensive long-term investment strategy. She believes that her ability to serve a wide range of clients effectively is based on her understanding that each individual client has unique needs, values and interests. She and Brian Wong work together to ensure that clients are always confident that their best interests are being protected every day.

Prior to teaming up with Brian to found the Infinitee Group at Morgan Stanley, Tish worked with him at Morgan Stanley advising clients for more than 20 years, first as a senior registered associate and later as a financial advisor. She began her career in 1993 as a client service associate at PaineWebber.

Tish earned a B.A. in business administration from Whittier College, where she ran track and cross country and played basketball. Outside the office, she enjoys spending time with her husband and two children, as well as running half and full marathons.
Securities Agent: TX, CA, WI, WA, VA, NY, NV, IN, ID, FL, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1278778
CA Insurance License #: 0c72237

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

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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
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Ready to start a conversation? Contact The Infinitee 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 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.

2Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

3Tax 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.

4Morgan 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.

5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

7Morgan 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.

8Morgan 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.

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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.

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