Morgan Stanley Private Wealth Management
Walnut Creek Private Wealth Management Branch Office
You define success, we help you achieve it
1333 N California Blvd
Suite 133
Walnut Creek, CA 94596
US
Branch:
(925) 939-5100(925) 939-5100
Branch Manager
Norman NgPhone:
(415) 576-2288(415) 576-2288
About Morgan Stanley Walnut Creek Private Wealth Management Branch
Welcome to Morgan Stanley Private Wealth Management, a dedicated group of professionals focused exclusively on the needs of ultra high net worth individuals, their families and foundations. Co-located with our institutional businesses to foster connectivity, our Private Wealth Advisors combine their talents with the vast global resources of our firm to help clients address the complex, multifaceted challenges of managing significant wealth. By providing advice founded on a culture of excellence and driven by global insight, we are devoted to helping our clients preserve and grow their financial, family and social capital.
A division of Morgan Stanley Wealth Management founded over 45 years ago, Private Wealth Management now includes approximately 300 designated teams managing over $619 billion in client assets. We have the resources to continually expand and enhance our products and platform to address a broader range of client needs. This includes a broad array of specialized capabilities from Morgan Stanley Family Office Resources like Family Governance & Wealth Educations, Estate Planning, Philanthropy and Lifestyle Advisory services.
We always welcome inquiries from families and individuals who are seeking professional financial advice, and are happy to provide introductions to a suitable Private Wealth Advisor. We are equally interested in speaking with accomplished Advisors who share our uncompromising commitment to integrity and professionalism, and our unwavering dedication to the success of our clients. If you would like to learn more, please contact us.
A division of Morgan Stanley Wealth Management founded over 45 years ago, Private Wealth Management now includes approximately 300 designated teams managing over $619 billion in client assets. We have the resources to continually expand and enhance our products and platform to address a broader range of client needs. This includes a broad array of specialized capabilities from Morgan Stanley Family Office Resources like Family Governance & Wealth Educations, Estate Planning, Philanthropy and Lifestyle Advisory services.
We always welcome inquiries from families and individuals who are seeking professional financial advice, and are happy to provide introductions to a suitable Private Wealth Advisor. We are equally interested in speaking with accomplished Advisors who share our uncompromising commitment to integrity and professionalism, and our unwavering dedication to the success of our clients. If you would like to learn more, please contact us.
Services Provided
- Family Governance
- Wealth Education
- Philanthropy Management
- Comprehensive Wealth Planning
- Asset AllocationFootnote1
- Manager Selection
- Alternative InvestmentsFootnote2
- Proprietary Investment Opportunities
- Portfolio Construction
- Investing With Impact
- Hedging Strategies
- Pre-Liquidity Planning
- Lending SolutionsFootnote3
- Cash Management SolutionsFootnote4
- Lifestyle Advisory ServicesFootnote5
- Single Family Office Advisory
Our Team at Morgan Stanley Walnut Creek Private Wealth Management Branch
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Private Wealth Advisors
Supported by extraordinary resources to address the unique needs of their clients and grow their businesses, Private Wealth Advisors are at the center of our franchise. Learn more about the opportunities available to you and your clients.
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Branch Address
1333 N California Blvd
Suite 133
Walnut Creek, CA 94596
US
Branch:
(925) 939-5100(925) 939-5100
Fax:
(925) 933-7715(925) 933-7715
1Asset Allocation does not assure a profit or protect against loss in declining financial markets.
2Alternative 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 appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
3Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
4Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
5Morgan Stanley Smith Barney LLC (the “Firm”) and its affiliates do not currently offer the services provided by this Service Provider(s). The Service Provider(s) is not an affiliate of the Firm. Any review of the Service Provider(s) performed by the Firm was based on information from sources that we believe are reliable but we cannot guarantee its accuracy or completeness. This referral should in no way be considered to be a solicitation by the Firm for business on behalf of the Service Provider(s). The Firm makes no representations regarding the appropriate or otherwise of the products or services provided by the Service Provider(s). There may be additional service providers for comparative purposes. If you choose to contact the Service Provider(s), do thorough due diligence, and make your own independent decision.
Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice.
Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are:NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
© 2022 Morgan Stanley Private Wealth Management, is a division of Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
2Alternative 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 appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
3Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
4Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
5Morgan Stanley Smith Barney LLC (the “Firm”) and its affiliates do not currently offer the services provided by this Service Provider(s). The Service Provider(s) is not an affiliate of the Firm. Any review of the Service Provider(s) performed by the Firm was based on information from sources that we believe are reliable but we cannot guarantee its accuracy or completeness. This referral should in no way be considered to be a solicitation by the Firm for business on behalf of the Service Provider(s). The Firm makes no representations regarding the appropriate or otherwise of the products or services provided by the Service Provider(s). There may be additional service providers for comparative purposes. If you choose to contact the Service Provider(s), do thorough due diligence, and make your own independent decision.
Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice.
Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are:NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
© 2022 Morgan Stanley Private Wealth Management, is a division of Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
CRC 5062008 10/2022