Tyler Duenas
My Mission Statement
ABOUT TYLER DUENAS
Tyler's approach is centered around personalization and education. He takes the time to understand each client's unique financial situation, goals, and values, crafting tailor-made financial strategies that empower clients to make informed decisions. This personalized approach sets him apart from others in the industry, fostering strong, trust-based relationships with his clients.
In addition to his professional commitments, Tyler is deeply involved in his community. He co-founded a nonprofit organization that supports school-age children by providing essential resources, and he volunteers as a coach at the local high school. His dedication to community service reflects his commitment to making a positive difference both professionally and personally.
Tyler was born and raised in Northern California, where he lives with his partner, Tina, and their two children, Mason and Avery. He enjoys spending time with his family, traveling, and engaging in outdoor activities, including golf. His love for his community and his family is evident in both his personal and professional life.
With certifications including Series 7, Series 66, and Insurance Licenses, Tyler is well-equipped to guide clients through life's major financial milestones. His approachable, trustworthy, and genuine nature makes him a valued partner for those seeking financial security and success.
Approach
MANAGING ASSETS & LIABILITIES
Tyler offers a comprehensive range of strategies and solutions, yet his approach is meticulously customized to meet the unique needs of each client. With a deep understanding of the financial landscape, Tyler is committed to delivering the personalized attention that clients expect and deserve. He leverages Morgan Stanley's cutting-edge investment tools and platforms, ensuring that each strategy is not only innovative but also aligned with the client's specific financial and legacy objectives.
By staying abreast of the latest market trends and developments, Tyler is able to provide insights that are both timely and relevant. His dedication to understanding each client's individual circumstances allows him to craft solutions that are as dynamic as they are effective. Whether you are looking to grow your wealth, preserve your assets, or plan for future generations, Tyler's expertise and personalized approach make him an invaluable partner in your financial journey.
At Morgan Stanley Investment Management, our goal is to provide strong long-term performance to a diverse client base of governments, institutions, corporations, advisors and individuals worldwide.
Direct Indexing may benefit many types of investors based on their investment objectives. Direct indexing is an investment strategy in which an investor directly owns the individual stocks composing an index, rather than investing in mutual funds or ETFs.
At Morgan Stanley, we recognize that clients and their families have unique needs that require dedicated experience and capabilities. Our goal is to help simplify your financial life with a combination of cash management and lending solutions designed to complement your investment strategy and support your financial goals.
Reducing the current tax liabilities on your investments can help enhance your overall returns. Implementing our Tax Management Services in a taxable managed investment portfolio, known as a Unified Managed Account (UMA), seeks to offer you professional and tax efficient portfolio management to help meet your unique financial goals.
MANAGE AND GROW YOUR FAMILY’S FUTURE
My mission is to provide you with guidance and personalized strategies to effectively address diverse needs. Whether it's creating a robust family budget, planning for your children's education, developing a comprehensive estate plan, or ensuring a smooth wealth transfer across generations, my services are designed to cover all aspects of family financial planning.
I am committed to staying at the forefront of industry trends and leveraging the latest financial tools and technologies. This ensures that you receive the most relevant and effective advice tailored to your family's specific circumstances. I believe in empowering you with the knowledge and confidence to make informed financial decisions that align with your family's values and long-term objectives. Please see resources below on incorporating your financial life into your family life.
Money is one of the trickiest topics to discuss. But avoiding the conversation can lead to problems. Learn how to start the dialogue with your family.
Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.
They're tax friendly, flexible, and available to anyone. Yet, 529 education investment plans are still underused. Here are five things that parents, grandparents, and anyone hoping to get a leg up on education costs need to know.
Talking with a parent about estate planning is never easy. Here are several conversation starters that can help adult children and their parent's plan.
Congratulations on your beautiful baby. You've got your nursery and diaper bag ready to go – but what about your finances?
Thinking of taking the next step with someone special? Head off money headaches by talking about your finances first.
High home prices and mortgage rates are putting the dream of homeownership out of reach for many would-be buyers. Learn how you can help a loved one break into a tough market.
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MODERN WEALTH TOOLS & RESOURCES
Morgan Stanley's comprehensive suite of digital resources has been carefully designed to help enhance each and every aspect of your financial portfolio and life. Learn more about some of the Modern Wealth Management Tools that we offer to our valued clients.
Beyond viewing your account balance and activity, Morgan Stanley Online (MSO) has a suite of features that allow you to manage your everyday finances from paying bills and sending money to transferring funds and authorizing transactions with eAuthorizations.
Track spending habits, categorize expenses and create budgets across your Morgan Stanley and external financial accounts with our Spending and Budgeting Tool.
View all your external financial accounts directly in Morgan Stanley Online or the mobile app. By linking your accounts, you'll benefit from more informed wealth planning, secure data access and convenient connectivity.
Digital Vault allows for easy sharing and convenient access to your most important documents from wills and deeds to financial statements and tax fillings. Easily manage your encrypted financial records all in one place.
eDelivery provides you with the ability to view statements and other documents electronically in lieu of paper. Clients who are registered in Morgan Stanley Online may enroll in eDelivery.
Reserved Living & Giving is a tiered complimentary loyalty program that rewards Morgan Stanley's most valued clients. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services.
With perspectives on the forces shaping the market, join Morgan Stanley's Chief Investment Officer and Chief US Equity Strategist as he and his colleagues discuss their viewpoints regarding the latest trends in the financial marketplace.
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
This document outlines the 2025 tax rate schedule, education and health savings account limits, retirement contribution and deduction limits, among other information.
Location
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
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