Morgan Stanley Private Wealth Management


The Greenfield Team

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The Greenfield Team

Our goal is to help you preserve and grow your financial, family and social capital so that it may have the greatest positive impact for generations to come.

Welcome

Welcome

You deserve a private wealth advisor who shares your vision, earns your trust and works diligently to develop customized solutions that help address your aspirations and create a legacy for future generations. At the Greenfield Team at Morgan Stanley Private Wealth Management, we built our team around one simple idea: skillfully applying world-class intellectual capital and financial possibilities to what we learn about you and your family.

Over the years, we have developed a repeatable, time-tested process for helping individuals, families and family offices with substantial wealth achieve their most important financial and personal goals. Significant wealth is complicated, and we are often asked for advice in areas that extend beyond investment management, placing our team in the role of counsel and advocate for our clients and their families. It is here that the whole of our experience and capabilities brings the greatest value. We focus on every corner of your financial life, from estate and tax planning strategies to wealth transfer and lifestyle advisory, helping to ensure that all aspects of your wealth management strategy work together.

Based in Denver and San Francisco, we serve clients from all over the country, delivering personalized investment and management solutions coupled with tailored in-depth advice and access to the global resources of one of the world’s leading financial firms. Our goal is to serve as an unbiased financial advocate for you and your family, bringing a level of objectivity, customization and attention you are not likely to have ever encountered.

We welcome the opportunity to have a conversation with you about how we can help simplify your life and free you to enjoy the lifestyle you’ve worked so hard to achieve.

 


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.

Our Clients

Clients

At the Greenfield Team at Morgan Stanley Private Wealth Management, we believe our clients are entitled to a special level of service and we bring a family mentality to our relationship with you. Our responsibility is to know you so completely that we go beyond simply responding to your needs; we’ll anticipate them. This may mean coordinating communication among your professional advisors, or helping—even before you ask—to keep all your financial affairs in order.

This level of service is a pledge made by everyone you come in contact with, whether it is our team or any of the experts we engage on your behalf. These professionals represent some of the brightest minds in their respective fields, from manager selection to philanthropy. Each of us takes the necessary time to listen and learn, making a financial and emotional commitment to ensuring we deliver a client experience that is tailored to the needs of your family for decades and generations to come.

Our practice is built on open communication, both with our clients and within our team. We take a multifaceted and integrated approach to our relationship with you, combining our collective talent and the global resources of Morgan Stanley to tailor our services to you and your family. This powerful combination of personal attention and financial possibilities creates unexpected—and welcome—possibilities.   

Philosophy

Philosophy

Our philosophy is complexity, simplified.

We understand that substantial wealth comes with unique challenges and significant complexity. Our goal is to bring balance to your complex financial life, with an intense level of attention to every detail.  

At the Greenfield Team at Morgan Stanley Private Wealth Management, we focus our collective wisdom on developing a wealth management strategy that is custom-fit to you. Instead of trying to fit your needs to in-house products, we match your needs to personalized strategies and solutions that help you realize your goals, grow and  preserve your assets, and simplify your life.

Our team is actively engaged in every facet of your investment plan, from profile and strategy to implementation and review. Before we even entertain the thought of making investment recommendations, we complete a comprehensive discovery process intended to help us understand your objectives, time horizon and attitude toward risk.

Only when we have a thorough understanding of your specific priorities will we proceed to designing an investment and asset allocation strategy that is uniquely yours. We achieve personalization through our ability to utilize the entire investable universe, from common stocks and bonds to highly sophisticated assets classes, such as real estate investment trusts, limited partnerships, private equity, hedge funds and special situations created by tender offers, mergers and acquisitions, and bankruptcies, as appropriate.

We operate on the core belief that if our team can help successfully minimize the burden that comes with wealth, you and your family have the freedom to focus on the things in life that are most important to you.

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 for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.

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.

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Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .

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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.

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