Our Story and Services

As Morgan Stanley Private Wealth Advisors, we combine our own talents and experience with the vast resources of a global financial services firm to address the planning, governance, liability management and investing needs of ultra high net worth families, their businesses and philanthropic enterprises. We take a holistic approach that is grounded in investment strategy, but covers virtually every aspect of your financial life: risk management, liabilities, trusts and estate structures and even family dynamics and lifestyle management issues. Our goal is to help preserve and grow your financial, family and social capital so that it can have the greatest positive impact today and for generations to come.

We look forward to learning more about you and your family, and discussing the resources we can place at your disposal.
Services Include
  • Comprehensive Wealth Planning
  • Investment Management
  • Estate Planning Strategies1
  • Life Insurance2
  • Pre-Liquidity Planning
  • 10b5-(1) Programs
  • Alternative Investments3
  • Manager Selection
  • Risk Management
  • Open-Architecture Platform
  • Proprietary Investment Opportunities
  • Family Governance & Wealth Education
  • Philanthropy Management
  • Sustainable & Responsible Investing
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Awards

  • Barron's Top 100 Financial Advisors in the U.S.
  • Forbes Magazine America's Top 100 Financial Advisors
  • Top 100 Wirehouse Advisors by Wealthmanagement.com
  • Financial Times Top 400 Elite Advisers
  • Barron's Top Advisors by State

About PWM

Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:

- Manage investments with an unwavering focus on your financial strategy and personal goals

- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy

- Simplify financial complexity to help you achieve clarity and control

Private Wealth Management Highlights

- Approximately 250 teams1 specialized in assisting individuals and families with $20MM+ in investable assets

- Over $300 billion in AUM2

- Comprising over 20% of the Barron’s Top 100 Financial Advisors list for 20163

- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families


1 Morgan Stanley Internal Compensable Revenue Report, July 21, 2016
2 Morgan Stanley Wealth Management, December 31, 2016
3 Barron’s Top 100 Financial Advisors, April 16, 2016

Location

522 5th Avenue, 11th
Floor
New York, NY 10036
US
Direct:
(212) 603-6162(212) 603-6162

Meet The Sawyer Group

About Me

Securities Agent: AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, ME, MI, MN, NC, NH, NJ, NY, OH, PA, PR, SC, SD, TN, TX, VA, WV, WY; General Securities Principal; General Securities Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1268255

About Me

Robert joined The Sawyer Group in 2017 and his responsibilities include business development, client relations, client performance appraisals, research and investment manager due diligence.
Prior to joining Morgan Stanley, he worked as an account executive for Apttus, a Bay Area-based startup. Robert graduated from the University of Arizona with a Bachelor of Arts degree in Economics. Prior to graduation, he spent a summer interning for Makena Capital in the Asset Allocation division.
Originally from the San Francisco Bay Area, Robert now resides in New York City. Within the community, Robert serves on the advisory committee at Cristo Rey New York High School. Robert holds both the Series 7 and 66 registrations with FINRA.
Securities Agent: AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NY, OH, PA, PR, SC, SD, TN, TX, VA, WV, WY; Investment Advisor Representative; General Securities Representative
NMLS#: 1764845
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
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.

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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Your Financial World. On the Go.

Your Financial World. On the Go.

With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Learn more about Your Financial World. On the Go.
Access Morgan Stanley Online

Access Morgan Stanley Online

Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
Learn more about Access Morgan Stanley Online
Sign Up for eDelivery

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
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Reserved | Living & Giving

Reserved | Living & Giving

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
Ready to start a conversation? Contact The Sawyer Group today.
Market Information Delayed 20 Minutes
1Morgan 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.

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

3Alternative 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.

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