Morgan Stanley Private Wealth Management


Front Street Group Private Wealth Management

Contact Us
Front Street Group Private Wealth Management

Front Street Group is committed to helping clients protect and grow assets, while inspiring a level of confidence that allows them to focus on the people, causes and activities they care about most.

Welcome

Our Story

In working with some of the most affluent families in the United States, we have seen that money, in and of itself, does not create the skills needed to manage it. Addressing the multifaceted issues generated by significant wealth calls for a very specific set of talents, not to mention a considerable amount of time to devote to the effort. Led by one of the industry's top Private Wealth Advisors, according to Barron's, Front Street Group helps families like yours address these challenges every day. We translate the most complex issues into clear and simple choices, helping you understand your options and explore the implications of your decisions.

Under the experienced leadership of Anthony DiValerio, one of the industry’s top Private Wealth Advisors, according to Barron’s, we work with ultra-high net worth individuals, affluent families and institutions. We are well versed in the specialized needs of executives and entrepreneurs, from intergenerational wealth transfer to diversification of concentrated positions — even the public perception of personal financial decisions. We will invest the time to understand your needs and preferences, and work with you to formulate a strategic vision and develop a systematic methodology to help achieve your goals. Together, we will draw a roadmap for your financial future, promote an enduring family legacy and encourage responsible stewardship across generations.

We are the speed-dial number you push for access to broad experience, deep resources and the timely, unbiased advice you need to address any financial matter.

Our goal is not just to help you invest your money; it is to help you enjoy your life with the confidence that your financial wellbeing is secure.

Click here to view our Comprehensive Services

Click here for information on our Advanced Resources Center


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

Capabilities

  • Family Governance & Wealth Education
  • 10b5-(1) Programs
  • Comprehensive Wealth Planning
  • Investment Management
  • Manager Selection
  • Philanthropy Management

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

8708849-PWM Advisor Site Proccess Chart r1.jpg

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.

Our Clients

Clients

Front Street Group at Morgan Stanley Private Wealth Management manages over $1.2 billion* for 35 families with a combined net worth in excess of $1.85B. Our clients include:

•    Founders and CEOs of Fortune 500 Companies
•    Founders of Large Privately Held Enterprises
•    Managing Partners of Multibillion-Dollar Private Equity Firms
•    Heirs of Multigenerational Family Fortunes

* As of May, 2017.

Location

Location

  • 100 Front St., Suite 600
  • West Conshohocken, PA 19428


    Awards

    Awards

    • Anthony J. DiValerio Jr. 2011, 2012, 2013, 2014, 2015, 2016, 2017 -America’s Top 1,200 Advisors Barron's Magazine
    • Anthony J. DiValerio Jr. 2015, 2016, 2017-FT 400 Top Financial Advisers Financial Times
    • Jeffrey M. Levinsohn 2014, 2015, 2016 - Five Star Wealth Managers Philadelphia Magazine

    Meet the Professionals

    Managing Significant Wealth

    • Investment Management
    • Wealth Transfer & Philanthropy
    • Private Banking Solutions
    • Family Governance & Wealth Education
    • Lifestyle Advisory
    • Business Services

    Insights and Outcomes

    Thought Leadership from our Morgan Stanley ARC specialists for our ultra high net worth clients, which contains thought-provoking articles, authored by some of the Advanced Resources Center’s leading experts.

    We invite you to contact us.

    Dow    347.51

    25309.99
    4:36PM

    Nasdaq    127.30

    7337.39
    5:15PM

    S&P 500    43.34

    2747.3
    4:36PM
    Market Information Delayed 20 Minutes

    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.

    Awards Disclosures