El Camino Group at Morgan Stanley

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El Camino Group

OUR MISSION STATEMENT

We are committed to taking care of your family as our own, with the greater purpose of making a difference and creating a better community.

Our Story and Services

Who We Are

 

AT YOUR SERVICE…

We are a team within Morgan Stanley that delivers sound investment and planning advice to hard-working families and corporations, predominantly in the San Francisco Bay Area.

Our clients rely on us to provide customized, targeted solutions that help solve the challenges they face in their financial lives, and to plan for a stable financial future that provides peace of mind.

EVERY STEP OF THE WAY

We are strong believers that financial planning is the anchor for securing the financial lives of our clients. In collaboration with a team of specialists, we deliver world-class financial solutions to address every aspect of our clients’ needs through the Morgan Stanley platform of services.

We stand shoulder to shoulder with our clients, navigating the milestones of their lives together.


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

Services

  • Financial Planning
  • Retirement Planning
  • Wealth Management
  • Corporate Retirement Plans
  • Executive Financial Services

Location

Location

  • 555 California St, 35th Floor
  • San Francisco, CA 94104


    Meet El Camino Group

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Ready to start a conversation? Contact El Camino Group today.

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