Morgan Stanley Private Wealth Management


Capitol Wealth Management Group

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Capitol Wealth Management Group

We provide our clients with tailored advice and world-class wealth management services. Our team cultivates innovation and personal service in order to deliver the best of our industry.

Welcome

Welcome

The Capitol Wealth Management Group at Morgan Stanley* is a comprehensive wealth management practice headquartered in Washington, D.C. We’ve assembled a broad, experienced, and diverse team of professionals who are passionate about working with clients in all aspects of their financial well- being. This includes: asset management, retirement planning, estate and tax planning strategies, insurance and most importantly, lifestyle preservation.

We view each client's personal situation, financial profile, and family dynamics as entirely unique; as such, we custom tailor our approach, portfolios, and planning suggestions. We pride ourselves on constructing and managing investment portfolios, performing in-house due diligence as part of our process while leveraging the resources of one of the world’s premier global wealth management firms, Morgan Stanley*. Finally, we provide a high level of professionalism, intellectual creativity, and entrepreneurial spirit to our clients.

Marvin McIntyre, our founding partner with over 40 years of experience, and the Capitol Wealth Management Group have received national recognition as one of the top wealth management practices in America. Marvin has been consistently ranked in Barron’s “Top 100 Financial Advisors in the US” publication since its inception in 2002. Moreover, the individual recognition and credentials received by our group's sixteen professionals helps explain why our group has been ranked on Barron’s Top Advisor Rankings as #1 on the East Coast and nationally recognized as advisors for successful individuals, families, and corporations.

We would look forward to bringing our best to you.

Capabilities

  • Comprehensive Wealth Planning
  • Pre-Liquidity Planning
  • Investment Management
  • Sustainable & Responsible Investing
  • Risk Management
  • Philanthropy Management
  • Corporate Services
  • Retirement & Pension Plans
  • 10b5-(1) Programs


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

About PWM

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 250 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $300 billion in AUM2
  • Comprising over 20% of the Barron’s Top 100 Financial Advisors list for 20163
  • 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 Internal Compensable Revenue Report, July 21, 2016
2 Morgan Stanley Wealth Management, December 31, 2016
3 Barron’s Top 100 Financial Advisors, April 16, 2016

Approach

Approach

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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.

Location

Location

  • 1747 Pennsylvania Ave Nw Ste 900
  • Washington, DC 20006


    Awards

    Marvin McIntyre Named to Barron's 2018 "Top 100 Financial Advisors"

    Click here to view Barron's "Top 100 Financial Advisors" list



    Marvin McIntyre named #1 wealth advisor in Washington DC by Forbes for 2018.

    Click here to view the Best-In-State Wealth Advisors List



    Marvin McIntyre has been named to Barron’s list of “America’s Top 1,200 Advisors: 2018 State-by-State"

    Click here to view the Barron's Top Advisor Ranking



    Introducing our new Managing Directors in Wealth Management!
    Congratulations to Donald Metzger, David Gray and A.J. Fechter

    Click here to view the announcement



    Meet the Professionals

    Managing Significant Wealth

    • Investment Management
    • Wealth Transfer & Philanthropy
    • Cash Management & Lending
    • Family Governance & Legacy
    • Signature Access
    • Business Services

    Insights and Outcomes

    Thought Leadership from Morgan Stanley Family Office Resources for our ultra high net worth clients, which contains thought-provoking articles, authored by some of the leading FOR specialists.

    We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.

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    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 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 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.

    CRC 1594390 10/16

    Awards Disclosures