Wen Wu, CFP®, CRPC®
Financial Advisor,
First Vice President
Direct:
(650) 926-7152(650) 926-7152
My Mission Statement
I begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, I start by listening to learn more about you and your family.
My Story and Services
A motivated, high-integrity Financial Advisor with over 20 years of experience in financial services, Wen is fluent in both English and Chinese Mandarin and embraces the global community with deep multicultural understanding. She has demonstrated strong track records with world-class financial institutions including Citigroup and Bank of America Merrill Lynch.
Joining Morgan Stanley Wealth Management in February 2023 as a Financial Advisor, Wen is currently a First Vice President managing a book of over $115 million in assets based in Menlo Park, California. Wen works with individuals, families, and non-profits daily in domestic and cross-border wealth management. Wen focuses on portfolio management, wealth transfer, global estate planning, and new immigrant financial planning strategies.
A growing number of her clients are high-net-worth immigrants from China, Taiwan, and Hong Kong. Supported by specialists throughout the Firm and the vast platform of service capabilities at Morgan Stanley, she can provide clients with resources to address nearly every financial need – large and small. Resourceful, straightforward, and responsive, Wen derives great satisfaction in coordinating the design and delivery of tailored strategies and helping her clients streamline multiple aspects of their financial lives.
With over two decades of experience, she welcomes the opportunity to help busy executives in the tech industry develop diversification strategies designed to help mitigate the risk inherent in concentrated stock positions. She can work in concert with the client’s tax and legal advisors to develop a detailed understanding of the constraints and possibilities posed by the client’s unique situation.
She also understands that business owners’ personal and business wealth management needs are closely intertwined and should be developed and reviewed through one comprehensive lens. Wen can provide strategic advice and guidance on such issues as growing a business, realizing its value through a sale, or maintaining family ownership by the next generation.
Wen is passionate about building enduring relationships with diverse clients and multiple generations of their families from around the globe, including Europe and Central and South America. Working with Morgan Stanley trust professionals, she can help identify solutions that align with the client’s priorities and integrate them into an overall estate and wealth management plan, including legacy planning, Revocable trusts, Irrevocable Trusts, Donor Advised Funds, and Split-Interest trusts.
Wen earned her bachelor’s degree in finance from Eastern Michigan University. She is a CERTIFIED FINANCIAL PLANNERTM (CFP®) professional and holds the Chartered Retirement Planning CounselorTM (CRPC®) designation.
Wen is passionate about donating her time with charities dedicated to supporting the needs of women, children, and animals. Some of the many organizations she is involved with include SPCA, Doctors Without Borders, ChildFund Children’s Charity, and Freely In Hope, an organization dedicated to ending sexual violence in Kenya and Zambia. In her spare time, she enjoys hiking, skiing, swimming, playing golf, gardening, and animals.
If you are looking for a hands-on, readily accessible Financial Advisor who is dedicated to you and your family for the long-term, Wen is ready for you.
The College for Financial Planning Institutes Corp. owns the service marks Chartered Retirement Planning CounselorSM, CRPC®, and the CRPC® logo, and the certification marks Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.
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 offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please visit us at http://www.morganstanleyindividual.com or consult with your Financial Advisor to understand these differences.
Morgan Stanley and its Financial Advisors do not provide tax or legal advice. Individuals should seek advice based on their particular circumstances from an independent tax advisor.
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
Morgan Stanley Smith Barney LLC. Member SIPC.
Joining Morgan Stanley Wealth Management in February 2023 as a Financial Advisor, Wen is currently a First Vice President managing a book of over $115 million in assets based in Menlo Park, California. Wen works with individuals, families, and non-profits daily in domestic and cross-border wealth management. Wen focuses on portfolio management, wealth transfer, global estate planning, and new immigrant financial planning strategies.
A growing number of her clients are high-net-worth immigrants from China, Taiwan, and Hong Kong. Supported by specialists throughout the Firm and the vast platform of service capabilities at Morgan Stanley, she can provide clients with resources to address nearly every financial need – large and small. Resourceful, straightforward, and responsive, Wen derives great satisfaction in coordinating the design and delivery of tailored strategies and helping her clients streamline multiple aspects of their financial lives.
With over two decades of experience, she welcomes the opportunity to help busy executives in the tech industry develop diversification strategies designed to help mitigate the risk inherent in concentrated stock positions. She can work in concert with the client’s tax and legal advisors to develop a detailed understanding of the constraints and possibilities posed by the client’s unique situation.
She also understands that business owners’ personal and business wealth management needs are closely intertwined and should be developed and reviewed through one comprehensive lens. Wen can provide strategic advice and guidance on such issues as growing a business, realizing its value through a sale, or maintaining family ownership by the next generation.
Wen is passionate about building enduring relationships with diverse clients and multiple generations of their families from around the globe, including Europe and Central and South America. Working with Morgan Stanley trust professionals, she can help identify solutions that align with the client’s priorities and integrate them into an overall estate and wealth management plan, including legacy planning, Revocable trusts, Irrevocable Trusts, Donor Advised Funds, and Split-Interest trusts.
Wen earned her bachelor’s degree in finance from Eastern Michigan University. She is a CERTIFIED FINANCIAL PLANNERTM (CFP®) professional and holds the Chartered Retirement Planning CounselorTM (CRPC®) designation.
Wen is passionate about donating her time with charities dedicated to supporting the needs of women, children, and animals. Some of the many organizations she is involved with include SPCA, Doctors Without Borders, ChildFund Children’s Charity, and Freely In Hope, an organization dedicated to ending sexual violence in Kenya and Zambia. In her spare time, she enjoys hiking, skiing, swimming, playing golf, gardening, and animals.
If you are looking for a hands-on, readily accessible Financial Advisor who is dedicated to you and your family for the long-term, Wen is ready for you.
The College for Financial Planning Institutes Corp. owns the service marks Chartered Retirement Planning CounselorSM, CRPC®, and the CRPC® logo, and the certification marks Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.
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 offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please visit us at http://www.morganstanleyindividual.com or consult with your Financial Advisor to understand these differences.
Morgan Stanley and its Financial Advisors do not provide tax or legal advice. Individuals should seek advice based on their particular circumstances from an independent tax advisor.
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
Morgan Stanley Smith Barney LLC. Member SIPC.
Securities Agent: OR, CA, MA, CT, FL, NC, WA; General Securities Representative; Investment Advisor Representative
NMLS#: 557541
NMLS#: 557541
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Client Service Team
Emily Kuang - Senior Registered Client Service Associate
Phone:
(650) 926-7684(650) 926-7684
Email:emily.kuang@morganstanley.com
Emily is a Senior Registered Client Service Associate with over 17 years of financial and banking industry experience, and speaks fluent English, Cantonese, and Mandarin. She is passionate about providing excellent client service and helps manage Wen’s client relationships. She continually strives to broaden her skill set in order to exceed client expectations.
After graduating from San Francisco State University in 2005 with a degree in Financial Services, Emily worked in various banking roles, and previously spent 12 years as a client associate with Wells Fargo.
Away from work, she enjoys outdoor activities like tennis and hiking with her family and friends. She also loves to travel and experience new countries and cultures.
Morgan Stanley Smith Barney LLC offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please visit us at http://www.morganstanleyindividual.com or consult with your Financial Advisor to understand these differences.
Morgan Stanley and its Financial Advisors do not provide tax or legal advice. Individuals should seek advice based on their particular circumstances from an independent tax advisor.
Morgan Stanley Smith Barney LLC. Member SIPC.
After graduating from San Francisco State University in 2005 with a degree in Financial Services, Emily worked in various banking roles, and previously spent 12 years as a client associate with Wells Fargo.
Away from work, she enjoys outdoor activities like tennis and hiking with her family and friends. She also loves to travel and experience new countries and cultures.
Morgan Stanley Smith Barney LLC offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please visit us at http://www.morganstanleyindividual.com or consult with your Financial Advisor to understand these differences.
Morgan Stanley and its Financial Advisors do not provide tax or legal advice. Individuals should seek advice based on their particular circumstances from an independent tax advisor.
Morgan Stanley Smith Barney LLC. Member SIPC.
Location
2775 Sand Hill Road
Suite 120
Menlo Park, CA 94025
US
Direct:
(650) 926-7152(650) 926-7152
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Are You Prepared for Tax Day?
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Ready to start a conversation? Contact Wen Wu today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
