The Mark Sherman Group at Morgan Stanley

We have experience working with high-net-worth individuals and families, providing comprehensive wealth management services -- including investment management, tax planning, estate planning and risk management -- tailored to help meet the unique goals and needs of you and your family.

Whether you're planning for retirement, looking to turn your savings into income as you transition into retirement, or are seeking to make your nest egg last, we are here to consult you on all your financial needs.

In cases of marriage, birth of a child, change in employment, inheritance, or retirement, is is important to have a plan in place to be prepared for financial implications along with prepared strategies to achieve your goals.

We help non-profit organizations use their assets to pursue their mission, serving as a proactive and collaborative partner to help our clients grow their social and financial capital.

We provide specialized guidance on the financial aspects of running a successful business on both sides of the balance sheet, including tax planning, employee benefits, succession planning, and more.

Custom tailored advice and strategies to help you manage your unique financial needs, including executive compensation, wealth preservation, and retirement planning.

Let's begin with a thorough discussion to explain and ascertain your needs, wants, and values. It is important to us that we have a thorough understanding of various facets of your life that affects your financial goals and decisions. Every financial strategy should be unique because everyone is different.

To conduct a full assessment of your financial situation, we make use of a range of financial planning and risk analysis tools. We then implement up a comprehensive financial plan that can help you accumulate, safeguard, and transfer wealth in line with your objectives.

Your assets will be transferred to Morgan Stanley once you give your approval. We start implementing the additional techniques we described in your plan once they are in line with your tailored investment strategy.

Our relationship with you is extremely important to us, and we want to keep it that way. We communicate with you frequently to provide account updates. Additionally, we keep tabs on how well you're doing in achieving each of your objectives and adjust your financial plan as need when your circumstances change.

When you sign up for MSO, you can conveniently and securely manage your account online or on your mobile device.

With E-Authorization, you no longer need to sign a paper Letter of Authorization (LOA) to authorize a wire transfer request.

The Morgan Stanley Mobile App gives you the same capabilities as Morgan Stanley Online - all from the convenience of your own phone. It also offers features to simplify your everyday finances. These include mobile check deposit and Send Money with Zelle, a convenient way to send and receive money.

To use eSign, all you need is a valid email address and phone number. The personal identification number (PIN) can be delivered via phone call or via text message. Here are the steps to complete the signing process.

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 may enroll in eDelivery. Currently, documents available through eDelivery include statements, trade confirmations and prospectuses, general correspondence, selected Internal Revenue Service (IRS) approved tax documents, syndicate offerings, shareholder communications, and portfolio reports.

Keeping important documents and financial records organized and readily available is one of the best gifts you can give those you love. In the event of catastrophe or serious illness, disability or death, your Family Records Organizer can immediately provide vital, timely information to both your family and professional advisors. The Digital Vault on Morgan Stanley Online and the Mobile App allows you and your clients to build a central, shared document library where all documents are stored using encryption.

LifeView is a suite of planning tools that includes goal-specific analysis that we can use with our clients to create a realistic, integrated strategy that incorporates the various aspects of an individual's financial life, including investments and cash management needs.

Complete your financial profile with Total Wealth View. By linking your external account information, you will benefit from more educated and holistic wealth planning, and convenient connectivity.

Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.

Perspectives on the forces shaping markets.

Taxes can be a substantial drag on investment returns. Morgan Stanley Total Tax 365 offers access to a broad range of tax-efficient strategies to help you integrate tax planning into your investment process all year long, maximize portfolio after-tax return potential and help keep more of what you earn.

Changes in the market or shifts in your personal circumstances may require adjustments to your financial plan. Here are some things that will keep you on track for a good year.

Financial literacy means being equipped with the knowledge to make smart financial decisions during every stage of your life. No matter your current priorities, a strong financial literacy foundation can help you meet your goals.

Reserved Living & Giving is a complimentary perks program for eligible Morgan Stanley clients designed to provide benefits beyond traditional wealth management services. The program provides access to one-of-a-kind experiences, discounts from popular brands, curated articles from our partners and Morgan Stanley thought leaders, and philanthropic inspiration.