Welcome

We provide successful families with a comprehensive wealth management strategy, customized to meet their needs and transition their business achievements into long term financial success. Our role is to help simplify the challenges of managing wealth to keep our clients goals in line with their life objectives.

It all starts with establishing open communication that fosters trust, understanding and proactive strategies.  We employ a personalized process of asking questions, defining priorities, and clarifying goals and values, we create a roadmap for clients to help achieve their financial and lifestyle goals. By combining years of experience with the resources of Morgan Stanley, we seek to provide boutique style service within a premier global institution.

Areas of focus: Cash Flow Planning, Retirement Planning, Asset and Liability Management, Capital Markets, Global Diversification Strategy, Financial Risk Control, Family Legacy Planning, Pre-Liquidity Planning, Strategies For Concentrated Positions and Stock Options, Hedging and Monetization Strategies.

If you are feeling a desire to have a better financial experience or outcome, we’d be delighted to spend time with you to explore if working together would benefit you and your family going forward.  Thank you.
Services Include
  • 401(k) Rollovers
  • Asset Management1
  • Business Planning2
  • Business Succession Planning3
  • Divorce Financial Analysis4
  • Financial Planning5
  • Lending Products
  • Retirement Planning6
  • Wealth Management7
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Location

601 Union Street
Suite 5200
Seattle, WA 98101
US
Direct:
(206) 344-2449(206) 344-2449
Toll Free:
(800) 426-7837(800) 426-7837

Meet The Portage Bay Group

About Me

I provide affluent families with a comprehensive wealth management strategy, customized to meet their needs. My role is to help simplify the challenges of managing wealth to keep our clients goals in line.

Through my personalized process of asking questions, defining priorities, and clarifying goals and values, I create a roadmap for clients to help achieve their financial and lifestyle goals. By combining years of experience with the resources of Morgan Stanley, I seek to provide boutique style service within a premier global institution.
Securities Agent: AK, AR, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, KY, LA, MA, MD, MI, MN, MT, NC, NM, NV, NY, OR, PA, RI, SD, TN, TX, UT, VA, WA, WI; Investment Advisor Representative; General Securities Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1393548

About Me

My primary objective is to preserve, and hopefully grow, the purchasing power of my client’s wealth over the long term. The barriers to reaching this goal are significant – they include time erosion, “life issues,” changes in laws/taxes, career “drift,” greed/fear and objective bias.

In my opinion, investing your wealth successfully can be achieved by: 1) organizing your financial life and creating a strategic plan, 2) implementing time-tested investment approaches, 3) possessing the courage and patience to implement our plan through thick-and-thin and 4) establishing open communication (between you and I) that fosters trust, understanding and proactive ideas.

2018 is my 9th year at Morgan Stanley and I have over 70+ families as clients.
Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI; Investment Advisor Representative; General Securities Representative
NMLS#: 1288356

About Me

Kim manages the operational, administrative and new client experience of the team. She is focused on communication, project management and delivering exceptional client service support to our clients. She brings over 25 years of industry and customer service experience to the team. Kim loves life in West Seattle as well as running, gardening and biking, but nothing tops being the Mom of Isabella, age 14!
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

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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Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Learn more about Reserved | Living & Giving
Sign Up for eDelivery

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With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
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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.
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Ready to start a conversation? Contact The Portage Bay Group today.
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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.

2Morgan 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.

3Morgan 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.

4Morgan 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.

5Morgan 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.

6Morgan 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.

7Morgan 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.

The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

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.

Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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