
Peter Shieh, CFP®
The Shieh Group at Morgan Stanley is committed to serving a select group of business owners, executives and multi-generational cross border families by building deep relationships, providing trustworthy strategies and the vast resources of a global leader in financial services.
Our team brings decades of experience through up and down markets and expertise to serving your unique needs. We will customize our resources and services based on your individual situation, always putting you, your business, and your family's best interests first.
We are dedicated to understanding the dynamics of your family and building life-long relationships. Our team recognizes the importance of being heard and feelings will always be part of our conversations. You will never wonder when you will hear from us, as regular communication is at the center of our service model. Through transparency and trust, we will walk alongside you, navigating your financial path and what lies ahead.
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Peter Shieh was named to the Forbes Best-In-State Wealth Advisor list in 2020, 2021, 2022, & 2023
Source: Forbes.com (Awarded 2020-2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.