
Paul Groves
Our Story
We are a multidisciplinary team of 14 experienced professionals who combine our talents to help highly affluent families address the complex challenges of managing generational wealth. By focusing all of our attention on the needs of a select few clients, we are able to serve as close family advisors to each. We understand their needs and aspirations and deliver comprehensive solutions to help them pursue their most important life goals.
Having worked with ultra high net worth families and their foundations for many years, we have learned that there is no substitute for thoughtful, proactive and strategic advice. We have also learned that no individual Advisor, no matter how qualified, can meet the full spectrum of their needs. That is why we place great emphasis on collaboration. That starts within our team and extends to our colleagues across Morgan Stanley, the investment banking community and our clients' attorneys, CPAs and other trusted advisors.
We look forward to learning more about you and your family, and to discussing our approach to helping you achieve your multigenerational goals.
Awards & Recognitions
Over the years our team members have been recognized for their hard work and dedicated service to our clients. Our founding partner, Paul Groves, has been recognized by Barron's Magazine as a "Top 1,200 Financial Advisor" from 2016 through 2024**.** Managing Director Eric Olson was recognized by Forbes as one of America's "Top Next Generation Wealth Advisors" from 2017 through 2024. Both Paul and Eric were named to Forbes 2024 Best-In-State Wealth Advisors.
Our team has been ranked on Forbes 2023 Top 100 US Wealth Management Teams. We were also ranked #2 on Forbes Best-In-State Wealth Management Teams in Arizona for 2024.
2016-2024 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State) Source: Barrons.com (Awarded 2016-2024). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2017-2024 Forbes America's Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2017-2022). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Forbes America's Top Wealth Advisors & Best-In-State Wealth Advisors Source: Forbes.com (Awarded April 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
Forbes America's Top Wealth Management Teams: High Net Worth Source: Forbes.com (Awarded November 2023) Data compiled by SHOOK Research based on time period from Mar 2022-Mar 2023.
2024 Forbes Best-In-State Wealth Management Teams Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22–3/31/23. Awards Disclosures The term "Family Office Resources" is being used as a term of art and not to imply that Morgan Stanley and/or its employees are acting as a family office pursuant to Investment Advisers Act of 1940.