The Golden Stone Group at Morgan Stanley

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The Golden Stone Group


With comprehensive, multi-generational strategies and a personalized portfolio aligned with your unique goals, we treat every client like family.

Our Story and Services

Our Story

The Golden Stone Group at Morgan Stanley is a family business in every sense of the word. Two of our advisors share the same last name, and a third practically grew up in the firm. Many of our clients are focused on family-oriented goals, such as preserving wealth for future generations or educating younger family members. We believe in treating clients like family – we provide only advice we strongly believe in, prudently invest clients’ money, consistently communicate with honesty and integrity, and take the time to listen carefully. We also understand that every family member is his or her own person, with unique needs, concerns and differences. That’s why every plan we create and every portfolio we manage is customized to each client – we treat you as an individual member of our family, rather than try to fit you into an existing model. 

Ultimately, the family atmosphere at the Golden Stone Group is something you can simply feel – it is a fundamental part of who we are and how we work. Family is important to us and we have created a team that our clients know they can count on.

Services Include

  • Wealth Management
  • Professional Portfolio Management
  • Financial Planning
  • Asset Management
  • Retirement Planning
  • Sustainable Investing
  • Planning for Education Funding
  • Estate Planning Strategies
  • Lending Products
  • Trust Services*
  • Annuities
  • 401(k) Rollovers
  • Long Term Care Insurance

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


The Golden Stone Group: A Family Perspective

For many of us, nothing is more important than family. At the Golden Stone Group, this is one of our core values, one which underpins our plans and recommendations. We have structured our practice to reflect the needs of our family-focused clients. For example:

Managing Across Generations
We get to know not just our clients but also their children and grandchildren, to understand their objectives and concerns, and to unify the family around a long-term strategy. And we provide a variety of services to help create and maintain a family legacy, from trust services to philanthropic planning.

The Importance of Wealth Preservation
When managing money to last for generations, preservation is as important as growth. Our strategies typically reflect the long-term plans of the entire family. And each portfolio is customized, so that your plan is built around your specific goals.

A Multi-Generational Team of Advisors
Just as a family can outlive any one individual, our practice is structured to provide continuity for generations. We offer a powerful combination of experience, perspective and cutting-edge skills and technology.

The Importance of Client Education

Managing money has never been more complicated. While the explosion of choices can be great for investors, it underscores the need for ongoing education. We enjoy helping family members learn to be effective, knowledgeable and active stewards of the family legacy.

Family Spirit
A family gathering has a special feeling – a combination of intimacy, comfort and unshakeable trust and support. One visit to our offices and you’ll understand precisely what we mean.

Why Us?

Our Commitment to You

When you choose a financial advisor, you want to work with someone who shares your values, understands your preferences, and manages your finances in a way that makes you comfortable. Here are some of the core beliefs of the Golden Stone Group:

Goals-Based Financial Planning
To reach a destination, you need a plan; to create a plan, you need a destination. This is true of any journey, including a financial one. We help our clients define their goals and create custom strategies that inform every decision involving money.

Tax-Efficient Strategies
One advantage of comprehensive wealth management is that each decision is complementary. Tax strategies are an important part of all our financial plans and are reflected in our recommendations. 

Customized Portfolios
There is no shortage of “cookie-cutter” investment plans based on lifestyle “models.” We favor a different approach – since every person is different, every portfolio is customized to reflect your goals, concerns and preferences.

A Comprehensive Approach to Risk
Risk is inherent in investing – currency risk, inflation risk, investment risk, market volatility, etc. We balance every recommendation with an eye toward both return and risk.

Experience Counts
Look at our team: a veteran portfolio manager with four decades of experience; a CERTIFIED FINANCIAL PLANNER™ who leverages the latest thinking in financial planning; a trained non-practicing CPA whose comprehensive approach considers both assets and liabilities. We combine the skills needed to manage multi-generational wealth in today’s complex financial world.



  • 33400 9th Avenue South
  • Suite 100
  • Federal Way, WA 98003

    Meet The Golden Stone Group


    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


    Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.


    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


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

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


    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

    Ready to start a conversation? Contact The Golden Stone Group today.

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