Welcome

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.

Accolades

Brian Strachan Named to Forbes Top Wealth Advisors 2019

Brian Strachan Named to Barron's Top 100 Financial Advisors 2019

Brian Strachan Named to Barron's Top 50 Private Wealth Advisory Teams 2019
Source: Barron's “Top 50 Private Wealth Teams,” April 22, 2019. Barron’s “Top 50 Private Wealth Teams” bases its ranking on a variety of factors, including their size and shape, the regulatory records, and credentials of their members and the resources they have at their disposal to serve their client bases. The rating is not indicative of the team’s future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pays a fee to Barron's in exchange for the rating. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
Capabilities
  • Comprehensive Wealth Planning
  • Philanthropy Management
  • Investment Management
  • Risk Management
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

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 $330 billion in AUM2
  • Comprising 26% of the Barron’s Top 100 Financial Advisors list for 20173
  • 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 Wealth Management, December 31, 2017
2 Morgan Stanley Internal Compensable Revenue Report, December 31, 2017
3 Barron’s Top 100 Financial Advisors, April 2017

Approach

Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.

Philosophy

At the heart of every wealth management relationship should live confidence in one's own future.  The Strachan Group is a boutique family office; we work with our clients to assess their unique situation, provide and maintain clarity in the current market environment, and create that confidence in their future as important decisions get made and life evolves.  Wealth management is not just about what you own, but who you are and what you want out of life.

    Global Franchise

    Morgan Stanley serves a global clientele of individuals, families, corporations, endowments, foundations, governments and others through three core businesses:
    • Morgan Stanley Wealth Management
    • Institutional Securities Group
    • Investment Management
    Our strength and synergies across each of these businesses not only contributes to the economic vitality and stability of the firm, but also expands the vast resources, expertise and global insight that we can offer you.
    Morgan Stanley Franchise Power
    • $2.4tn in client assets under management1
    • Morgan Stanley reported revenues of $11.9Bn1
    • More than 55,000 global employees1
    • Global footprint includes 1,200 offices in 31 countries on six continents1
    • Tier 1 risk-based capital Ratio under U.S. Basel III was approximately 17.8%1
    • $206Bn in liquidity reserve1
    • Long-term credit rating A3, BBB+ and A, by Moody’s, S&P and Fitch, respectively2
    1Unaudited. As of March 31, 2018, Morgan Stanley Quarterly Financial Supplement
    2MorganStanley.com/InvestorRelations

    Location

    28 State Street 26th
    Floor
    Boston, MA 02109
    US
    Direct:
    (617) 570-9240(617) 570-9240

    Meet The Strachan Group

    About Me

    Brian is Managing Director, Private Wealth Advisor and head of The Strachan Group of Morgan Stanley Private Wealth Management.  He has more than twenty-five years of experience in the wealth management industry, assisting clients in reaching in their financial goals.

    Brian focuses on advising high net-worth families in developing and implementing both a comprehensive and holistic wealth management strategy.  By utilizing the resources of Morgan Stanley Private Wealth Management, Brian and his team advise clients on all aspects of wealth planning including asset allocation, manager selection, legacy and trust planning, cash management and philanthropic services.

    Brian was named to Forbes Magazine’s Top 100 Financial Advisors in 2016 and has been recognized numerous times on Barron’s list of the Top 100 Financial Advisors in the country (2008, 2009, 2014, 2015, 2016, 2017).  He has also been ranked for the past ten consecutive years in Barron’s Top 1200 Financial Advisors State by State.  Brian was chosen for the Financial Times Top 400 Financial Advisors in both 2013 and 2014.

    Brian has been featured in numerous publications including Worth Magazine, Research Magazine and Dow Jones.  Brian has also been a panelist at Barron’s conferences and High-Net-Worth forums throughout the New England area.

    Brian received a Bachelor of Science degree from the Whittemore School of Business at the University of New Hampshire.  Brian is an active board member with Youth Enrichment Services (YES).  He and his wife, Aleece, and their four children reside in Wellesley, Massachusetts.
    Securities Agent: VT, VA, UT, TX, SC, RI, OR, OH, NY, NM, NH, NC, ME, MA, LA, KY, IN, GA, FL, DE, CT, CO, CA, AZ, AL; Managed Futures; General Securities Representative
    NMLS#: 1270190

    About Me

    Jenny joined The Strachan Group at Morgan Stanley in October, 2009. Jenny focuses on implementing comprehensive financial plans for clients. By discussing specific short and long-term goals and gathering the necessary information, Jenny is able to better capture all facets of an individual’s life. Jenny is also responsible for coordinating all syndicate offerings and assists in developing and maintaining relationships with new and existing clients.

    Jenny’s other main focus is providing all administrative and operational support to our client’s family foundations. With the help of Morgan Stanley’s Philanthropic Services, Jenny assists with all grant requests, proposals, site visits, donations, and all documentation for any distributions given.

    Jenny graduated with a Bachelor of Arts in Psychology from Georgetown University. She and her husband currently reside in the Beacon Hill neighborhood of Boston.

    About Me

    Keri joined the Strachan Group at Morgan Stanley in September, 2005. Keri focuses on implementing strategies that help clients reach their financial goals. She is a Certified Investment Management Analyst® (CIMA®), a certification awarded by the Institute of Investment Management Consultants. Keri focuses on monitoring client portfolios and providing analytical support. She also uses the resources available at Morgan Stanley to develop financial strategies for new and existing clients.

    Prior to joining the group, Keri worked as a Financial Advisor at American Express. Keri graduated with honors from the Whittemore School of Business at the University of New Hampshire and obtained her CIMA® designation from The Wharton School. Keri is an active runner and has completed multiple marathons, including three in Boston. Keri lives in Waltham, Massachusetts with her husband and three children.

    About Me

    Christine began working at Morgan Stanley Wealth Management in 2011 as a Service Associate with the Boston State Operations Team. She then joined the Strachan Group in 2013.

    As a Wealth Management Associate for the Strachan Group, Christine focuses on business development, maintaining and growing client relationships, and is the point of contact for onboarding new clients. Additionally, Christine is responsible for coordinating syndicate offerings, alternative investments and separately managed accounts.

    Prior to Morgan Stanley, Christine worked as a Sales Assistant at FSP Investments, LLC. Christine graduated from St. Lawrence University with a Bachelor of Arts in Economics. She grew up in Connecticut and currently resides in the West End neighborhood of Boston.

    About Me

    Ali joined The Strachan Group in the fall of 2017 as a Client Service Associate. She will assist with business development, marketing and various client requests. Prior to joining the Strachan Group, Ali worked as the Client & Accounting supervisor at Hill Holliday, a full service advertising agency in Boston. She graduated from Boston College with a Bachelor of Arts in English. She grew up in Wellesley and currently resides in Boston.

    About Me

    Brandon Franco joined the Strachan Group in June, 2018 as a Client Service Associate. Brandon focuses on marketing and business development, maintaining and growing client relationships and utilizing social media for client interaction. Additionally, he has administrative and operational responsibilities for the team. Brandon graduated from Providence College with a Bachelor of Science in Finance. Brandon currently lives in Lynnfield.
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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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    We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
    The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.

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