Morgan Stanley Private Wealth Management


Moore Smith Piorkowski Bassham

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Moore Smith Piorkowski Bassham

Private Wealth Management is dedicated solely to the complex, multigenerational needs of ultra high net worth families, foundations and family offices.

Welcome

Welcome

Our team has 40 combined years of experience* with investments, estate planning strategies, family governance, budgeting, and borrowing. It isn’t just our experience, but our dedication to our clients that we believe separates us from other financial advisors. We deal with clients just like we would deal with our families: with honesty, integrity, and passion. Having a team of six means we are large enough to provide every resource our clients need, and provide quickly and timely responses to our clients. We only succeed when our clients succeed.

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*Matthew Smith, Private Wealth Advisor (7 years); Robert Moore, Private Wealth Advisor (16 years); Jon Piorkowski, Private Wealth Advisor (7 years); Jonathan Bassham, Private Wealth Advisor (8 years); Allison Sterling, Consulting Group Analyst (2 years)


 

 


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

  • 200 Crescent Court Suite 900
  • Dallas, TX 75201


    Our Philosophy

    You deserve to have a long-term relationship with the people who are helping manage your money.
    We are fortunate to work with some of the nation’s most interesting and successful families and we anticipate those relationships will last for generations. With our long term focus in mind, we are selective in choosing the families with whom we work. As a result, our clients do not experience segmentation, reassignment, or new minimums.


    You deserve a custom portfolio that is designed to fit your goals, risk tolerance, and liquidity needs.
    No two clients are the same, thus no two portfolios should be the same. Our team helps you manage your money; we do not simply echo a far-flung committee that makes portfolio decisions. When we make a recommendation, it is based on the views of Morgan Stanley, third-party managers, and our knowledge of the markets. We will not craft a portfolio until we understand your goals, aspirations, and preferences. Only then can we customize a portfolio designed to meet your needs.


    You deserve to have your advisors on the same side of the table as you.
    Our fee and commission structure is both transparent and competitive. More importantly, our advisory fees are the lifeblood of our team’s revenue which means our clients are our highest priority. Our team succeeds when our clients succeed.


    You deserve a firm with a truly open architecture.
    The Morgan Stanley platform allows us to choose from a vast array of investments, vehicles, and third-party managers—without the constant pressure of internal products.



    You deserve to work with a talented, experienced and ethical team of individuals.
    With more than 40 combined years* of investment experience, we have built a team of elite advisors. Our six member team and the resources of Morgan Stanley’s Private Wealth Management platform allow us to achieve our top priority: being, at all times, fully dedicated to our clients. We treat you and your family just like we treat our family: with honesty, integrity, and passion. We have built our team to ensure that we are large enough to provide every resource our clients need, but small enough to know each client and their family on a personal level.


    You deserve the best advice across your entire wealth picture.
    Your complex wealth picture includes real estate, private investments, debt, retirement assets, philanthropy, and an ever-growing family with their own set of concerns. Our team has spent years advising clients on estate planning, family governance, budgeting, and borrowing.


    You deserve to work with a firm that makes your life easier.
    You should expect your advisors to open accounts quickly and streamline all your service needs. In addition, Morgan Stanley has continued to invest in the client platform, including modern tools for online trading, e-Signing of documents, mobile apps, and real time investment information.


    *Matthew Smith, Private Wealth Advisor (7 years); Robert Moore, Private Wealth Advisor (16 years); Jon Piorkowski, Private Wealth Advisor (7 years); Jonathan Bassham, Private Wealth Advisor (8 years); Allison Sterling, Consulting Group Analyst (2 years)


    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