Morgan Stanley Private Wealth Management


The Wingfield Group

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The Wingfield Group

We help you create comprehensive, multigenerational wealth management plans based on your goals, challenges and the values that guide your life.

Welcome

The Wingfield Group


OUR CLIENTS
Advice Beyond Investing

Our clients are an uncommonly dynamic group of entrepreneurs, corporate leaders and other successful individuals and families. Busy business professionals, C-Suite executives at public companies, to entrepreneurs at private companies; our clients come from all walks of life and have interests across the spectrum in both style and substance.  They tend to be active in their communities, passionate in their interests, and devoted to their families leaving little time to focus on the multifaceted complexities of managing the wealth they have accumulated.  We work with you through major life events from having children, starting and selling a business, to the numerous transitions in a lifetime.

WHY
Planning for your future

Its not about what you have, it’s about how well you live. Our clients want to focus on their passions by delegating the ‘business’ of their life to us.  Understanding, empathy, and trust are at the heart of what we do and how we partner with the families that trust us with their future.    

WHO 
Collaborative Team of Professionals

We love what we do and we channel our professional passion into building an enduring partnership with you and your family. 
Our team of experienced individuals provides unbiased and objective advice and counsel.  We believe that understanding, empathy, and trust are at the heart of what is important to our clients.  Our team and firm resources include attorneys, accountants, CFA®, and CFP® professionals.

WHAT
What We Do For You Evolves As Your Life Evolves

Our multi-family office structure and experience serves as a stable core solely focused on the preservation and growth of your wealth.  We handle all aspects of our clients financial lives; addressing critical and often complex areas of wealth management such as  liability management, financial planning, and philanthropy management.


Capabilities Overview

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Capabilities

  • Family Governance & Wealth Education
  • Risk Management
  • Sustainable & Responsible Investing
  • Philanthropy Management
  • Comprehensive Wealth Planning
  • Pre-Liquidity Planning
  • Investment Management


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.

Philosophy

Philosophy

Our goal is to help each of our clients design and implement a highly customized, comprehensive wealth plan to support their lifestyles, protect their assets and create a meaningful legacy. We take care of the day-to-day tasks of managing their wealth, so they can focus on the people, pursuits, and institutions that add meaning to their lives. To accomplish this, we have assembled an elite team of financial specialists, pooling our talents in whatever combinations are required to address the precise needs of our clients.

Location

Location

  • 10960 Wilshire Blvd Ste 2000
  • Los Angeles, CA 90024


    Awards

    Awards

    • Andrew Basch Named One of the Top 1,200 Financial Advisors by Barron's for 2018
    • Andrew Basch Named One of the Top 1,200 Financial Advisors by Barron's for 2017.
    • Andrew Basch Named One of the Top 1,200 Financial Advisors by Barron's for 2016.
    • Andrew Basch Named One of the Top 1,200 Financial Advisors by Barron's in 2015.
    • Andrew Basch Named One of the Top 1,200 Financial Advisors by Barron's for 2014.
    • Andrew Basch Named on the Financial Times' List of America's Top 400 Financial Advisors for 2017.
    • Andrew Basch Named on the Financial Times' List of America's Top 400 Financial Advisors for 2016
    • Andrew Basch Named on the Financial Times' List of America's Top 400 Financial Advisors for 2015.
    • Andrew Basch Named on the Financial Times' List of America's Top 400 Financial Advisors for 2014.
    • Andrew Basch Named on the Financial Times' List of America's Top 400 Financial Advisors for 2013.
    • Andrew Basch Named One of the Top 250 Financial Advisors by Worth Magazine in 2008.
    • Andrew Basch Named One of the Top 250 Wealth Advisors by Money Magazine in 1987.
    • Andrew Basch Named One of the Forbes Best-In-State Wealth Advisors for Southern California 2018

    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.

    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