Welcome

OUR CLIENTS

Advice Beyond Investing

Our clients are an uncommonly dynamic group of entrepreneurs, corporate leaders and other successful individuals and families. Busy business professionals, C-Suite executives at public companies, to entrepreneurs at private companies; our clients come from all walks of life and have interests across the spectrum in both style and substance.  They tend to be active in their communities, passionate in their interests, and devoted to their families leaving little time to focus on the multifaceted complexities of managing the wealth they have accumulated.  We work with you through major life events from having children, starting and selling a business, to the numerous transitions in a lifetime.

WHY

Planning for your future

Its not about what you have, it’s about how well you live. Our clients want to focus on their passions by delegating the ‘business’ of their life to us.  Understanding, empathy, and trust are at the heart of what we do and how we partner with the families that trust us with their future.    

WHO 

Collaborative Team of Professionals

We love what we do and we channel our professional passion into building an enduring partnership with you and your family. 

Our team of experienced individuals provides unbiased and objective advice and counsel.  We believe that understanding, empathy, and trust are at the heart of what is important to our clients.  Our team and firm resources include attorneys, accountants, CFA®, and CFP® professionals.

WHAT

What We Do For You Evolves As Your Life Evolves

Our multi-family office structure and experience serves as a stable core solely focused on the preservation and growth of your wealth.  We handle all aspects of our clients financial lives; addressing critical and often complex areas of wealth management such as  liability management, financial planning, and philanthropy management.
Capabilities
  • Family Governance & Wealth Education
  • Risk Management
  • Sustainable & Responsible Investing
  • Philanthropy Management
  • Comprehensive Wealth Planning
  • Pre-Liquidity Planning
  • Investment 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

Our goal is to help each of our clients design and implement a highly customized, comprehensive wealth plan to support their lifestyles, protect their assets and create a meaningful legacy. We take care of the day-to-day tasks of managing their wealth, so they can focus on the people, pursuits, and institutions that add meaning to their lives. To accomplish this, we have assembled an elite team of financial specialists, pooling our talents in whatever combinations are required to address the precise needs of our clients.

    Awards

    • Andrew Basch Named One of the Top 1,200 Financial Advisors by Barron's for 2019
    • Andrew Basch Named One of the Top 1,200 Financial Advisors by Barron's for 2018
    • Andrew Basch Named One of the Top 1,200 Financial Advisors by Barron's for 2017.
    • Andrew Basch Named One of the Top 1,200 Financial Advisors by Barron's for 2016.
    • Andrew Basch Named One of the Top 1,200 Financial Advisors by Barron's in 2015.
    • Andrew Basch Named One of the Top 1,200 Financial Advisors by Barron's for 2014.
    • Andrew Basch Named on the Financial Times' List of America's Top 400 Financial Advisors for 2019
    • Andrew Basch Named on the Financial Times' List of America's Top 400 Financial Advisors for 2018
    • Andrew Basch Named on the Financial Times' List of America's Top 400 Financial Advisors for 2017.
    • Andrew Basch Named on the Financial Times' List of America's Top 400 Financial Advisors for 2016
    • Andrew Basch Named on the Financial Times' List of America's Top 400 Financial Advisors for 2015.
    • Andrew Basch Named on the Financial Times' List of America's Top 400 Financial Advisors for 2014.
    • Andrew Basch Named on the Financial Times' List of America's Top 400 Financial Advisors for 2013.
    • Andrew Basch Named One of the Forbes Best-In-State Wealth Advisors for Southern California 2019
    • Andrew Basch Named One of the Forbes Best-In-State Wealth Advisors for Southern California 2018
    • Andrew Basch Named One of the Top 250 Financial Advisors by Worth Magazine in 2008.
    • Andrew Basch Named One of the Top 250 Wealth Advisors by Money Magazine in 1987.

    Location

    10960 Wilshire Blvd
    Ste 2000
    Los Angeles, CA 90024
    US
    Direct:
    (310) 443-0538(310) 443-0538

    Meet The Wingfield Group

    About Me

    Drawing on extensive experience in wealth planning and investment banking, Andrew Basch focuses primarily on the complex personal financial challenges faced by senior executives. He has worked on numerous public and private transactions, assisting executives seeking to maximize value for their personal stock holdings, and incorporating those holdings into comprehensive personal financial plans. Andrew is a part of a select group with the designation of Private Wealth Advisor of Morgan Stanley Private Wealth Management. He also serves as Corporate Client Group Director for control and restricted stock transactions. Andrew’s dedication to his clients has been recognized by many industry publications. 2013 through 2017, Andrew was selected as one of The Financial Times Top 400 Financial Advisors, echoing previous honors from Worth and Money magazines. Additionally, he was named one of the Top 1,200 Advisors in 2014, 2015, 2016 and 2017 for Barron’s Magazine.

    Andrew began his career with Dean Witter in 1979 as an Assistant Manager and First Vice President of Investments. He was successful in bringing Investment Banking relationships to the firm, and was a member of the eight-person team that set policy between retail brokers and Investment Banking. In 1990, Andrew became a Partner at Oppenheimer & Co., where he and Howard Blitz formed the Corporate Executive Services Group to handle the firm’s Investment Banking clients.

    Andrew graduated from UCLA with a degree in psychology, and received his psychology M.A., as well as MBA from Pepperdine University. He completed the Executive Education program at Harvard University in investment decisions and behavioral finance. Andrew and his wife, Karleen, are involved in many civic and charitable organizations around Los Angeles. A member of the Brentwood Country Club, Andrew and his family live in Hidden Hills, California.
    Securities Agent: TX, CA, WY, WI, WA, VA, TN, SD, SC, PA, OR, OH, NY, NV, NJ, NH, NC, MO, MN, MI, MD, MA, KY, KS, IN, IL, ID, HI, GA, FL, DE, DC, CT, CO, AZ, AL, AK; Managed Futures; Transactional Futures/Commodities; General Securities Representative; General Securities Principal; Investment Advisor Representative
    NMLS#: 1262070

    About Me

    Howard Blitz has worked with high net worth investors and institutions for over 27 years, helping them develop customized taxable and tax-exempt investment strategies. This experience led to his designation as a Private Wealth Advisor of Morgan Stanley Private Wealth Management, a select group of financial advisors who focus exclusively on the needs of the firm’s most affluent clients.

    Prior to joining Morgan Stanley in 2003, Howard worked at CIBC Oppenheimer as Executive Director of Investments. At CIBC Oppenheimer, he and Andrew Basch formed the Corporate Executive Services Group, which handled the firm’s Investment Banking clients.

    Howard holds a finance degree from the University of Southern California. He is an avid outdoorsman who skis, mountain bikes and enjoys sailing with his family off the Southern California coastline. An experienced pilot, Howard also enjoys flying his Cirrus SR-22. Howard and his wife, Tracey, have been married for 25 years and have two daughters, Carly and Devon. They live in Boulder, Colorado.
    Securities Agent: TX, CO, CA, WY, WI, WA, VA, TN, SD, SC, PA, OR, OH, NY, NV, NJ, NH, NC, MO, MN, MI, MD, MA, KY, KS, IN, IL, ID, HI, GA, FL, DE, DC, CT, AZ, AL; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
    NMLS#: 1262127

    About Me

    Justin works with high-net-worth professionals, families, and individuals to provide sophisticated wealth planning solutions.  He draws on his experience serving clients in numerous capacities, all focused on addressing the concerns of high-net-worth clients.

         Justin started his career in New York City as a financial advisor with UBS Wealth Management. Later, with UBS, he moved to San Francisco where he specialized in institutional product sales and partnered with advisors across the firm in the high-net-worth space. Justin eventually returned to his hometown of Los Angeles where he worked as Regional Sales Manager at Wilshire Associates before joining Morgan Stanley in 2009.

    Justin earned his Bachelor of Science degree from the University of Wisconsin-Madison and his MBA from the University of Southern California. He is a member of the Investment Management Consultants Association and has earned his CIMA® (Certified Investment Management Analyst®) designation.

    He spends his free time with his family and enjoying most outdoor activities, specifically bluebird ski days, biking, and swimming.  After living in Chicago, New York, and San Francisco, Justin now lives in the San Fernando Valley with his wife Donna and their two children.
    Securities Agent: TX, CA, WY, WI, WA, TN, SD, SC, PA, OR, OH, NY, NV, NJ, NH, NC, MO, MN, MI, MD, MA, KY, IL, HI, FL, DE, CT, CO, AZ; General Securities Representative; Investment Advisor Representative
    NMLS#: 1253069

    About Me

    Richard Cohen helps high net worth investors with a broad array of investment management, financial planning, wealth planning and estate planning issues. He is qualified to offer sophisticated advice based upon his extensive educational background and highly regarded professional achievements.

    A Certified Public Accountant since 1979, Richard began his career as a tax specialist with Deloitte and Touche. He is a member of the California Society of Certified Public Accountants and the American Institute of Certified Public Accountants, which designated him as a Personal Financial Specialist (PFS). This designation is granted to only 2% of CPAs who demonstrate extensive knowledge and experience in the areas of financial planning, retirement planning, estate planning, investment planning, insurance planning and income tax planning. (Richard does not act in the capacity of a CPA at Morgan Stanley.) After practicing public accounting at Deloitte & Touche, Richard served as CFO in industry where he was responsible for running several hundred million dollars of invested funds at a $2 billion financial company. Earlier in Richard’s career at Morgan Stanley, he spent five years as the assistant branch manager of the Westwood branch.

    Richard has availed himself of every opportunity to further his financial education, amassing an exceptionally rare combination of professional credentials. He earned the Certified Investment Management ConsultantSM® designation from the Investment Management Consultants Association and the Wharton School, enhancing his knowledge and experience in the assessment of risk tolerance, asset allocation, manager selection, due diligence, and performance measurement and attribution. He went on to complete the Investment Strategist Certificate program at the Wharton School, which includes extensive coursework in investment strategies including hedge funds, real estate and alternative investments. The program covers advanced issues in portfolio management and asset allocation. Richard then became a Chartered Private Wealth Advisor (CPWA®), a designation that recognizes the skills necessary to advise ultra high net worth clients. Richard was a member of the charter class for this noteworthy designation, awarded by the University of Chicago Graduate School of Business and the Investment Management Consultants Association.

    Richard serves on the board of the Pacific Palisades Community Council, where he was recently chairman, and on the board of the Temescal Canyon Association, an environmental and hiking group. He holds a Brazilian Jiu Jitsu black belt and a third degree blackbelt in the Phillipine martial arts, Eskrima and Eskrido. He is also an accomplished marathon runner, yoga practitioner and road cyclist. Richard and his wife of 33 years share his greatest accomplishment, the raising of two adult daughters.
    Securities Agent: CA, WI, WA, UT, TX, TN, SD, SC, PA, OR, OH, NY, NV, NJ, NC, MO, MN, MI, MD, MA, KY, IL, ID, HI, FL, DE, CT, CO, AZ, AL; Managed Futures; Transactional Futures/Commodities; General Securities Representative; BM/Supervisor; Investment Advisor Representative
    NMLS#: 1268333

    About Me

    Christopher has spent the past 18 years as a financial advisor for families of significant wealth. His team manages and works on behalf of corporate executives, businesses, and private investors who require comprehensive and sophisticated investment advice. Chris focuses on 401(k) solutions for businesses, and evaluating private equity opportunities. He also works closely with Private Bankers to help offer lending solutions for clients’ personal and business needs.

    Chris joined Morgan Stanley (Smith Barney) in 1999 to work with his father, Burke Francis, a Senior Vice President with over 50 years at the firm.

    Prior to joining Smith Barney, Chris worked at USA Petroleum Corp in the Real Estate Development Group and has worked with a number of startups. Chris graduated from the University of Southern California with a Bachelor of Science in Urban Planning and Development. Prior to graduating from Loyola High School, Chris was the captain of the Varsity golf team and garnered All-CIF honors. Chris was a member of the Varsity Golf Team at USC, as well.

    Chris is a member of the Los Angeles Country Club, The Beach Club, The Chaparral Club and the International Council of Shopping Centers. He is involved with a number of local charities and foundations including the Los Angeles Police Department Activities League and United Cerebral Palsy. Chris resides in Pacific Palisades with Detra and their son Henley, and spends time in Montecito and Mammoth Lakes. In his free time he enjoys golfing, skiing, snowboarding, surfing and the great outdoors.
    Securities Agent: TX, OK, CA, WY, WA, VA, OR, NY, NV, NJ, MI, LA, KY, ID, HI, FL, DE, CO, AZ; General Securities Representative; Investment Advisor Representative
    NMLS#: 1290552

    About Me

    Rennie handles the daily operational and administrative tasks for the team. She has both her Series 7 and 66 licenses, and has worked with Howard and Andrew since July, 2007. She graduated from the University of California, Irvine with a degree in International Studies and a minor in Chinese Language and Literature. She is also a mentor with Growing Tree Education in the San Gabriel Valley, working closely with kids from kindergarten through 12th grade. In her leisure time she likes exploring new restaurants, reading, movies, snowboarding and weekend road trips.

    About Me

    Daniel Young has served in many capacities of private wealth management for more than a decade. After earning degrees in economics and music at Boston College, Daniel returned home to Los Angeles to pursue a career in helping people manage their personal finances. He began his career at UBS Financial Services prior to the financial crisis as a Client Service Associate. He moved to Morgan Stanley in 2009 and has since served the needs of his clients as a Financial Advisor and Wealth Management Associate combining all aspects of his experience. In his free time, Daniel is an avid golfer, sports fan, music lover and bass guitarist.
    Economic and Market Perspectives

    On the Markets

    Managing Significant Wealth

    • Investment Management
    • Wealth Transfer & Philanthropy
    • Cash Management & Lending
    • Family Governance & Wealth Education
    • Lifestyle Advisory
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    Market Information Delayed 20 Minutes
    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.

    Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.

    Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.

    See the Financial Advisors Biographies for Registration and Licensing information.

    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

    Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .

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