The Guimarin Ross Group at Morgan Stanley

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The Guimarin Ross Group

OUR MISSION STATEMENT

We want all of our clients to catch a vision of what wise investing can accomplish for themselves and their families.

Our Story and Services

Our Story

Making your money last is a responsibility we take very seriously.  A stream needs a lot of pebbles to keep the water flowing smoothly to the sea.  Likewise, a financial advisor needs to synthesize a lot of information to create a plan that helps keep your money flowing throughout your life time. 

As an experienced team, we can:
-Work with you to identify and prioritize your objectives
-Help relieve the worries that often come with making critical financial decisions
-Support you through the years so you reach your goals

We understand that selecting a financial advisor is a complex decision.  You must consider the advisor's track record, level of experience, personality, services and support team.  If you're interested in forging a strong relationship with a financial advisor who can help make your money last, let's talk.

The Quality of Your Tomorrow


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

Services Include

  • Wealth Management
  • Professional Portfolio Management
  • Cash Management
  • Retirement Planning
  • 401(k) Rollovers
  • Lending Products
  • Estate Planning Strategies
  • Trust Accounts
  • Certificates of Deposit
  • Annuities

Experience

Experience

We are more than just a wealth management team: it’s a distinct philosophy about both money management and the processes by which we help you protect and grow your hard-earned wealth.  We believe that all investments must start with a financial plan and that this financial planning process must first and foremost start with you. 

As licensed investment professionals with more than 50 years combined experience, Alma Guimarin and Mike Ross implement professional portfolio management strategies for clients by concentrating on equity portfolio management.  We take the time to listen to work with you to resolve your financial planning needs, and we help you with your fiduciary responsibility through the investments we make on your behalf.  Perhaps this is why many clients have been with us for a decade or more.  And we dedicate the resources and time necessary to help you meet your financial goals.  Likewise, we have built a loyal and tight-knit support team at Morgan Stanley Wealth Management. 

Our team is committed to building a personal relationship with you based on trust – not just stocks and bonds.

Working With You

Working With You

Customized - Your personal portfolio is designed to help meet your specific needs, financial goals and requirements for risk, growth, income and capital preservation. Tell us what you expect us to achieve and we’ll create an asset allocation template complete with any required security restrictions and taxable income requirements. We then manage the portfolio to these constraints on a day-today basis and shift portfolio goals based upon your needs.

Saves time - We work with you to design a particular strategy for your specific needs or trust account. You can choose to give us discretionary authority to execute and act on the mandate without having to secure approvals for every action. This saves you time and enables us to leverage potential opportunities on your behalf to seek optimum results.

Flexible - Depending on your tax situation, you may want to generate tax-free income or change this requirement over time. The flexibility of the Portfolio Management (PM) platform makes it easy for us to make these changes. And since you own the individual securities, we can direct buys and sells to manage the timing of gains and losses.

Convenient - In addition to providing you with the ability to write checks that are cut within most Morgan Stanley branches, you can request overnight automatic fund transfers, as well as immediate federal funds wires.

Transparent - You’ll have direct access to us whenever you need to talk about your account. Plus, we provide comprehensive reports.

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Location

Location

  • 225 West Santa Clara Street
  • Suite 900
  • San Jose, CA 95113


    Meet The Guimarin Ross Group

    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

    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

    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

    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

    Ready to start a conversation? Contact The Guimarin Ross Group today.

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