Morgan Stanley Private Wealth Management


The Sharpes Group

Contact Us
The Sharpes Group

Delivering comprehensive wealth management strategies, experience and personalized service to address the unique financial needs of non-profit institutions and affluent families.

Welcome

Welcome to The Sharpes Group

We are a cohesive team of seasoned financial professionals who has built upon our strengths as institutional investment consultants to provide comprehensive wealth management solutions for nonprofit organizations, institutions and ultra high net worth families. Combining our own specialized experience with the global capabilities of Morgan Stanley, we provide direct access to the knowledge, skills and resources needed to help address the complex challenges of managing nonprofit assets and significant wealth.

Under the leadership of Institutional Consulting Director Brian Sharpes, our team has earned the confidence of prominent institutional clients and financially successful families in California and around the country, and has received widespread industry recognition. 

About our team:

  • Approximately $1.8 billion in assets under advisement
  • Seven-member team combining diverse talents to create comprehensive wealth management solutions
  • Significant experience handling complex, nonprofit financial matters
  • Institutional investing approach to create highly customized strategies for nonprofits and multigenerational family clients
  • A passion for providing superior service and placing client needs first


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

Capabilities

  • Investment Management
  • Open-Architecture Platform
  • Risk Management
  • Manager Selection
  • Philanthropy Management
  • Sustainable & Responsible Investing
  • Comprehensive Wealth Planning
  • Family Governance & Wealth Education
  • Proprietary Investment Opportunities
  • Consolidated Reporting

Working With You

Institutional Consulting

Since 1994, The Sharpes Group has provided objective advice and fresh, creative strategies to assist boards of directors of nonprofit organizations, foundations and endowments address their complex needs.  With every client, we hold ourselves to the highest standards of service, transparency and accountability. From the onset of each relationship, we carefully define and formally document our role and all expectations of us. 

Working within Graystone Consulting, a separate and independent business unit of Morgan Stanley, we offer our clients the unique combination of an institutional consulting boutique with the global resources of one of the world’s preeminent financial organizations. 

Private Wealth Management

Our team offers private wealth individuals and families a rigorous investment discipline that we developed by working with institutional clients over two decades. We combine this results-driven approach with a deep exploration of your needs and aspirations and an extensive range of wealth management capabilities. The result is a total wealth management solution that touches every aspect of your financial life. 

We pride ourselves on providing innovative, thoughtful solutions that often transcend common industry wisdom. Working collaboratively with you and your other trusted advisors, or with specialists we can bring to the table, we help you make confident, informed decisions for today and for the future. No matter what your objectives are or the complexities of your balance sheet, our mission is to understand, enhance and simplify your finances so you can pursue more opportunities for living a rewarding life.

team conf table _ web size.jpg


About Graystone

About Graystone Consulting

An independent business unit of Morgan Stanley, Graystone Consulting has more than 40 years of experience advising institutional clients as a fiduciary. Our boutique business structure, depth of experience and vast resources have helped grow us into one of the most respected investment consulting firms of its kind. We believe in challenging conventional solutions, utilizing an unbiased and open architecture platform centered on your specific circumstances. As fiduciaries, we act in your best interest and are committed to providing you customized strategies aligned with your unique investment objectives.

Benefits of Working with Graystone Consulting

  • Proactive approach to guiding timely investment decisions, driven by our clients’ unique needs
  • Access to the vast resources of Morgan Stanley including research, capital markets insights, macro economics, and thought leadership
  • Open architecture platform with independent and non-proprietary investments
  • Over 1,300 Investment strategies analyzed by Morgan Stanley’s Global Investment Manager Analysis team
  • Local expertise and experience supported by a seasoned investment consulting industry leader
      


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

Location

Location

  • San Francisco Office
  • 555 California Street, 14th Floor
  • San Francisco, CA 94104
  • Show on map >

  • Walnut Creek Office
  • 1333 N. California Blvd #133
  • Walnut Creek, CA 94596
  • Show on map >

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.

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    -166.97

24797.78
4:34PM

Nasdaq    -16.08

7218.23
5:15PM

S&P 500    -14.93

2701.33
4:34PM
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