About Us

As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Services Include
  • Wealth Management1
  • Alternative Investments2
  • Business Succession Planning3
  • Corporate Retirement Plans4
  • Estate Planning Strategies5
  • Asset Management6
  • Business Planning7
  • Endowments and Foundations8
  • Exchange Traded Funds9
  • Executive Benefit Services10
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Clients

Ultra-High Net Worth Individuals and Families

Entrepreneurs

Professional Athletes

Attorneys

Corporate Executives

Corporate 401k Plans

    Location

    1801 N.Military Tr
    Ste 300
    Boca Raton, FL 33431
    US
    Direct:
    (561) 620-5011(561) 620-5011
    Toll-Free:
    (800) 321-1034(800) 321-1034

    Meet The Rosenberg Outcalt Wealth Management Group

    About Me

    Steve has been a resident of South Florida since 1979 and currently resides in Lighthouse Point. Before joining the financial services industry, he enjoyed a career in professional baseball for 6 years of which over 3 were at the Major League Level.

    He has a planning based practice that serves high net worth families. The team is able to deliver and execute a distinct service model that clients have come to enjoy and differentiates them in the market place.

    Steve uses the vast resources available at Morgan Stanley* to deliver customized solutions to all client needs.

    He is married to his wife Cristine for 30 years and they have 4 children, Dante (27), Chelsea (25), Nicole (23) and Keri (20). He enjoys working with children, golfing, cooking and boating.

    NMLS#1282431
    Securities Agent: TX, FL, VI, VA, TN, SC, PA, OH, NY, NJ, NC, MD, MA, KY, IL, GA, DE, CA, AZ; Managed Futures; General Securities Representative; BM/Supervisor; Investment Advisor Representative
    NMLS#: 1282431

    About Me

    Colton C. Outcalt is a Boca Raton native that joined Morgan Stanley in 2013. Prior to that, He received his B.S. degree in Finance from Florida State University. Colton uses the vast resources Morgan Stanley has to offer to deliver custom solutions for family offices, executives, and ultra-high net worth individuals.

    Colton was named to Morgan Stanley’s Pacesetter’s Club in 2016, a global recognition program for Financial Advisors who, within their first five years, demonstrate the highest professional standards and first class client service. Members must also meet performance, and assets under supervision requirements.

    Colton is a St. Andrews School of Boca Raton Alumni Board Member. He enjoys wine, golfing, attending sporting events and traveling.

    NMLS#1332041
    Securities Agent: FL, VI, VA, TX, TN, SC, PA, OH, NY, NJ, NC, MA, KY, IL, GA, DE, CA, AZ; General Securities Representative; Investment Advisor Representative
    NMLS#: 1332041
    Investment and Market Perspectives

    On the Markets

    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
    Investing in Artificial Intelligence and Automation

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    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
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    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
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    Facing Financial Stress? Your Employer May Be Able to Help

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    Reserved | Living & Giving

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    Your Financial World. On the Go.

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    Access Morgan Stanley Online

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    Ready to start a conversation? Contact The Rosenberg Outcalt Wealth Management Group today.
    Market Information Delayed 20 Minutes
    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.

    2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

    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.

    4Tax 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.

    5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and 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 matters involving trust and estate planning and other legal matters.

    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.

    8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and 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 matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

    9An investment in an exchange-traded fund involves risks similar to those of investing in a broadly based portfolio of equity securities traded on exchange in the relevant securities market, such as market fluctuations caused by such factors as economic and political developments, changes in interest rates and perceived trends in stock prices. The investment return and principal value of ETF investments will fluctuate, so that an investor's ETF shares, if or when sold, may be worth more or less than the original cost.

    10Tax 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.

    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.


    CRC 2019752 10/2018