Water Street Wealth Management is a dedicated advisory group within Morgan Stanley, delivering comprehensive financial services tailored primarily to high-net-worth individuals, families, and institutional clients. Specializing in wealth management and financial planning, the team offers a personalized approach rooted in understanding clients’ unique financial goals and values. Leveraging the robust resources of Morgan Stanley, one of the world’s leading financial services firms, the Water Street team provides in-depth investment advice, retirement planning, and risk management strategies.

With a focus on collaboration and long-term client relationships, they navigate complex financial landscapes and design bespoke wealth preservation and growth solutions. Their client-centric model emphasizes transparency, disciplined investment strategies, and proactive service. The team is also known for guiding multigenerational families through estate planning and philanthropic legacy planning. Water Street Wealth Management values education, often engaging clients in understanding portfolio strategies and market trends. As part of Morgan Stanley, the group benefits from access to cutting-edge technology, global market research, and a broad suite of financial products.

Website: https://advisor.morganstanley.com/water-street-wealth-management

Key Services:

– Customized wealth management strategies
– Investment advisory and portfolio management
– Retirement and financial planning
– Risk management and insurance solutions
– Estate and legacy planning
– Education funding strategies
– Business succession planning
– Philanthropic and charitable giving advice