Welcome

Our Story & Philosophy
  • With decades of combined experience, Wingfield Wealth Management Group is dedicated to providing personalized financial guidance to help our clients achieve their unique financial goals. We understand the complexities of managing wealth, and we pride ourselves on our ability to offer innovative solutions tailored to each client's needs.
  • Our philosophy is to provide exceptional multigenerational wealth management services that empower our clients to achieve their financial aspirations and create a lasting legacy for future generations. We are committed to understanding the unique values and goals of each family we serve, and utilizing our expertise and experience to design comprehensive financial plans that encompass all aspects of your financial live. With a focus on personalized attention, proactive communication, and strategic advice, we strive to build lifelong relationships with our clients and help you navigate the complexities of wealth management with confidence and peace of mind.
Capabilities
  • Family Governance & Wealth Education
  • Risk Management
  • Sustainable & Responsible InvestingFootnote1
  • 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 300 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $775 billion in AUM1
  • Comprising 25% of the Barron’s Top 100 Financial Advisors list for 2023
  • 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, 2023

Source: Barron's.com (April 2023) 2023 Barron's Top 100 Financial Advisors awarded in 2023. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.

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.

Global Sports and Entertainment

The mission of our Sports and Entertainment practice is to deepen and broaden our existing client relationships in the Entertainment Industry by creating a greater awareness of our wealth management capabilities as it relates to the complexity of their lives. Wingfield Wealth Management Group can help you navigate these complex situations.

Morgan Stanley Global Sports & Entertainment, a division committed to serving the complex financial needs of professional athletes and entertainers. The division was created because every sports and entertainment profession is unique, with its own characteristics, earnings profile and career span. Our clients need Sports and Entertainment Directors who know the industry and how money flows from their work to their wallet.
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    You're Unique and We Know Why
    There's nothing common about you—not your talent, your drive, your achievements or even your challenges. From your variable income streams to your taxes, from your obligations to your aspirations, "typical" is not part of your vocabulary. You need distinctive financial strategies that can match your lifestyle and career trajectory.
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    Concentrated Experience in Capable Hands
    Our broader GSE organization was developed to respond to the specific needs of sports and entertainment professionals at every stage of their careers. We understand your unique financial opportunities and challenges.
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    Tailored Advice to Meet Your Objectives
    You can leverage us and the vast resources of Morgan Stanley to address any objective, from building and preserving wealth, to starting a philanthropic foundation, to expanding your brand. Whatever aspirations you may have for yourself and your family, we present strategies, products, and services customized to help you reach your goals, your way.
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    Embrace the Power of Team
    You have a handful of people who have supported you, encouraged you and watched your back. Our team routinely work in partnership with other trusted advisors to guide financial decision-making. We support and respect your personal confidants, combining our strengths to help bring you greater success.

Awards & Designations

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    Wingfield Wealth Management Group Named Forbes Best-In-State Wealth Management Teams for 2023-2025
    Forbes Best-In-State Wealth Management Teams highlights more than 2,800 teams across the country who were nominated by their firms—and then researched, interviewed and assigned a ranking within their respective states.

    Source: Forbes.com (Awarded 2023-2025) Data compiled by SHOOK Research LLC based 12-month time period concluding in March of year prior to the issuance of the award.
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    Andrew Basch Named Forbes Best-In-State Advisor for 2018-2024
    Forbes Best-In-State Wealth Advisors list spotlights more than 4,000 top advisors across the country who were nominated by their firms—and then researched, interviewed and assigned a ranking within their respective states and markets.

    Source: Forbes.com (Awarded 2018- 2024) Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
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    Andrew Basch Named Top 1,200 Financial Advisors by Barron's for 2014-2024
    Barron's Top 1,200 Financial Advisors list spotlights the nation’s best wealth managers and raise standards in the industry.

    Source: Barrons.com (Awarded 2014-2024). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
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    Andrew Basch Named on the Financial Times' List of America's Top 400 Financial Advisors for 2013-2020
    Financial Times' Top 400 Financial Advisors list spotlights the top 400 advisors using a quantifiable, objective methodology. Considering factors such as assets under management, AUM growth rate, years of experience and industry certifications.

    Source: ft.com (Awarded 2013-2017). Data compiled by the Financial Times based on 12-month period concluding in Sept of the year prior to the issuance of the award.
    Source: ft.com (Awarded 2018-2020). Data compiled by the Financial Times based on 12-month period concluding in June of the year prior to the issuance of the award.
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    Andrew Basch Named Top 250 Financial Advisors by Worth Magazine in 2008
    The Worth Top 250 represents the magazine's selection of the best advisors nationwide.

    Source: Worth magazine's Top 250 Wealth Advisors, bases its rankings on qualitative criteria that include: professional designations and educational credentials, professional experience, acceptable compliance records, outlook on the investment climate, model portfolio returns, and client retention rate. For more information on ranking methodology, go to https://www.worth.com/Index.asp. The rating may not be representative of any one client's experience because it reflects a sample of all of the experiences of the Financial Advisor's clients. The rating is not indicative of the Financial Advisor's future performance. Morgan Stanley Smith Barney LLC does not pay a fee to Worth magazine in exchange for the rating.
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    Justin Hinkes Named Forbes Best-In-State Wealth Advisor for 2022-2024
    Forbes Best-In-State Wealth Advisors list spotlights more than 4,000 top advisors across the country who were nominated by their firms—and then researched, interviewed and assigned a ranking within their respective states and markets.

    Source: Forbes.com (Awarded 2022-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
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    CRPC® (Chartered Retirement Planning Counselor®)
    The CRPC® designation demonstrates the expertise in retirement planning services and help clients navigate the complexities of retirement income planning. (Andrew Basch)
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    CRPS® (Chartered Retirement Plans Specialist®)
    The CRPS® designation demonstrates the expertise in retirement plan administration to assist employers and plan sponsors. (Andrew Basch)
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    CIMA® (Certified Investment Management Analyst®)
    The CIMA® designation demonstrates the in-depth knowledge of advanced investment theory and portfolio management, as well as wealth management and financial planning. (Justin Hinkes)
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    ChSNC® (Chartered Special Needs Consultant®)
    The ChSNC® designation demonstrates the expertise and commitment to serving the unique financial needs of families with special needs. (Vivian Afriyie)

Location

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

Meet Wingfield Wealth Management Group

About Andrew B Basch

Andrew Basch is a Private Wealth Advisor at Morgan Stanley Private Wealth Management in Los Angeles, with over 40 years of experience. He is also the Corporate Client Group Director for control and restricted stock transactions. Specializing in wealth planning and investment banking, Andrew helps senior executives navigate complex financial issues, particularly related to maximizing value from personal stock holdings.

Recognized for his expertise, Andrew was named to *The Financial Times* Top 400 Financial Advisors (2013–2021), as well as Barron’s Top 1,200 Advisors (2014–2024) and Forbes Best-In-State Wealth Advisors (2018–2024).

Andrew began his career at Dean Witter , later becoming a Partner at Oppenheimer & Co., where he co-founded the Corporate Executive Services Group. During his tenure he has been involved in numerous private and public offerings. He holds a B.A. in psychology from UCLA, an M.A. in psychology, and an M.B.A. from Pepperdine University, along with Executive Education in investment decisions and behavioral finance from Harvard.

In addition to his professional work, Andrew is actively involved in civic and charitable organizations in Los Angeles. He has served as Non-Corporate Trustee for Semester at Sea and sits on the Advisory Board of UCLA’s Department of Psychology. He and his wife Karleen live in Hidden Hills Ca.

2018 - 2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018 - 2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

2014 - 2022 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2014 - 2024). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.

2013 - 2021 Financial Times 400 Top Financial Advisors
Source: ft.com. Data compiled by the Financial Times based the following time periods:
Awarded 2020; data 6/30/16 - 6/30/19
Awarded 2019; data 6/30/15 - 6/30/18
Awarded 2018; data 6/30/15 - 6/30/17
Awarded 2017; data 9/30/14 - 9/30/16
Awarded 2016; data 9/30/13 - 9/30/15
Awarded 2015; data 9/30/13 - 9/30/14
Awarded 2014; data 9/30/12 - 9/30/13
Awarded 2013; data as of 12/31/12
Securities Agent: VT, OK, NM, AR, WY, WV, WI, WA, VA, UT, TX, TN, SD, SC, PA, OR, OH, NY, NV, NJ, NH, NE, NC, MT, MO, MN, MI, MD, MA, KY, KS, IN, IL, ID, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AL, AK; General Securities Principal; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1262070

About Justin Hinkes

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 and biking. 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: CT, CO, VA, SD, NV, SC, OR, NH, MI, HI, AZ, PA, NE, MO, IL, DE, NY, MD, FL, UT, TN, KY, WA, TX, MA, GA, WY, WI, CA, ID, NJ, NC; General Securities Representative; Investment Advisor Representative
NMLS#: 1253069

About Howard Blitz

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: NY, KY, MD, NV, WY, NE, VA, WA, UT, SD, PA, OR, OH, SC, TX, NH, TN, NC, MT, MO, WI, NJ, MI, MA, IL, FL, AZ, IN, KS, CO, WV, CA, GA, DE, ID, AL, HI, DC, CT, MN, VT; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1262127

About Vivian S Afriyie

Vivian Afriyie is a Vice President, Portfolio Manager and Financial Advisor with Morgan Stanley in Los Angeles, Calif. She is a member of Wingfield Wealth Management Group at Morgan Stanley Private Wealth Management. Known for her industrious spirit and unwavering commitment to her clients, she has more than a quarter century of experience in accounting and financial services.

Vivian serves mainly high-net-worth individuals, entrepreneurs, corporate executives and multigenerational families. She has extensive experience in broad array of disciplines, including financial and retirement planning, investment management, charitable gifting, pre- and post-liquidity event strategy, concentrated equity risk management, trust and estate planning strategies, customized cash management and lending solutions, and Special Needs planning.

Vivian is a Chartered Special Needs Consultant®, making her uniquely qualified to develop comprehensive lifetime plans for dependents with special needs. In this highly complex area, Vivian has worked closely with numerous families and their attorneys, assisting them with multiple aspects of wealth preservation, growth and asset transfers. She has in-depth knowledge of special-needs trusts, tax issues and transitional options and can integrate these and other elements into any family’s financial plan.

She began her career in 1997 as an associate in the financial advisory services group at PriceWaterhouseCoopers, where she gained valuable experience analyzing companies in great detail. She also ran a successful small business selling purse hooks for women. While she was initially a novice to the supply chain and manufacturing industries, she quickly learned the ropes and found a manufacturer in China. This firsthand experience helps her to understand the complexities and challenges that entrepreneurs and executives face every day and gives her an international perspective that her clients value.

A good listener and excellent communicator, Vivian is exceptional at helping clients identify their unique needs and designing tailored strategies to help them navigate significant decision points in their financial lives. She regularly meets with clients to help ensure their portfolio remains on track to their desired financial destination and is always available to answer their questions.

Vivian was born and raised in Ghana. She came to the U.S. in 1992 and earned a B.S. in accounting and economics from California State University, Los Angeles. She is also fluent in Ghana’s native tongue, Twi.


Vivian is an avid runner and has medaled in the Malibu Triathlon for three consecutive years on the relay team. She loves to volunteer and is passionate about educating young women from underprivileged communities. She is a volunteer with Junior Achievement and teaches free enterprise to high school seniors. She also mentors at risk teens on career building skills and resume writing as St. Anne’s Bogey Family Transitional Housing building and resume-writing at St. Anne's Bogey Family Transitional Housing and teaching free enterprise to high school seniors at Junior Achievement.
Securities Agent: HI, CA, ID, PA, NY, NC, KY, CT, WI, VT, VA, TN, MA, FL, DE, OR, NV, NJ, MI, CO, WY, LA, NE, MD, GA, SD, UT, WA, TX, IA, AZ, MT, IL; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1253079

About Rennie Chan

Rennie handles the daily operational and administrative tasks for the team. She has both her Series 7 and 66 licenses, and has worked with Andrew, Justin and Howard 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 Leslie Murphy

Leslie has been in the investment business for 25 years and is Series 7 and 66 licensed. Leslie provides support to the Wingfield Group as a Portfolio Associate. She supports her team with client relationships and daily operational tasks.
Leslie graduated from Cal Poly San Luis Obispo with a B.S. in Business Administrative.

Born and raised in the South Bay Leslie enjoys the beach, volunteering at local animal shelters and running. She lives in Manhattan Beach with her son Matthew.

About Remy Meteigner

Remy provides support to Wingfield Wealth Management Group as a Client Service Associate. He supports the team with client relationships and daily operational tasks. His dedication and hands-on approach create a family office-like experience for our clients, building a strong bond and deepening the relationships we have with them.

Remy graduated from University of Oregon with a Bachelor’s in Economics. Prior to joining Morgan Stanley, Remy embarked on a career path that led to specialization in sales and client service within ERP software at Oracle NetSuite.

Outside the office, Remy enjoys staying active with pursuits like beach volleyball, golf, and paddle tennis.
Wealth Management
Global Investment Office

Portfolio Insights

Private Wealth Management Podcast

Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
  • Intergenerational Planning
  • Philanthropic Giving
  • Non-Traditional Assets
  • Managing Family Wealth
LISTEN | Passion Assets: Investing in Art
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LISTEN | Passion Assets: Investing in Art

When a passion for collecting evolves into something of considerable value, new issues are raised. Hear what the professionals have to say about the best practices and pitfalls of collecting art and collectibles.

Managing Significant Wealth

  • Investment Management
  • Wealth Transfer & Philanthropy
  • Cash Management & Lending
  • Family Governance & Wealth Education
  • Lifestyle Advisory
  • Business Services
Funding Climate Action: Pathways for Philanthropy
Article Image

Funding Climate Action: Pathways for Philanthropy

Share a new report in collaboration with the Aspen Institute. The report aims to help climate-oriented philanthropists explore critical issues and align their wealth management strategies with their environmental impact ambitions.

Insights and Outcomes

Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Larry Fitzgerald Jr.'s Playbook on Leadership and Values
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Larry Fitzgerald Jr.'s Playbook on Leadership and Values

The renowned NFL wide receiver shares insights on aligning your investments with your values.

Wealth Management for Athletes and Entertainers

Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
  • Investment Management
  • Wealth Transfer & Philanthropy
  • Private Banking Solutions
  • Family Governance & Wealth Education
  • Lifestyle Advisory
You are your Own CEO: Build a Dream Team for Your Career
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You are your Own CEO: Build a Dream Team for Your Career

Assembling a team of trusted professionals to manage your career—and your money—is essential to help best position you to thrive. Here’s how.
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
Market Information Delayed 20 Minutes
1Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

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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.

Asset Allocation does not assure a profit or protect against loss in declining financial markets.

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® .

Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.

Private Bankers are employees of Morgan Stanley Private Bank, National Association.

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

Awards Disclosures
CRC 6295606 (3/2024)