The Pacific Wealth Management Group at Morgan Stanley

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The Pacific Wealth Management Group


Experience, intellectual capital and dedicated personal service to help you meet your life goals

Our Story and Services


The Pacific Wealth Management Group at Morgan Stanley provides affluent families a depth of knowledge and experience to back up our commitment to their success. Personal attention, open communication, and exemplary service stand as the pillars of our client relationships.

We employ a consultative process to explore and address each client’s advanced planning goals and needs. We begin with a discovery discussion to better understand our clients and what they want to accomplish, followed by a quantitative analysis of correlations, risks, cash flows, and asset classes. We then combine those two aspects of wealth management in order to develop an initial plan and investment policy.

Our clients’ major concerns are preserving wealth, tax management, transferring assets to future generations, protecting themselves from liability, and charitable giving. To effectively offer this depth of service and experience, we limit our practice to a select group of individuals and families for whom we can have the maximum impact.

Services Include

  • Asset Management
  • Business Succession Planning
  • Cash Management
  • Estate Planning Strategies
  • Executive Financial Services
  • Institutional Services
  • Stock Option Plans
  • Corporate Cash Management

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



  • 225 108th Ave Ne, Suite 800
  • Bellevue, WA 98004

    Our Clients


    Our clients tend to be successful entrepreneurs, corporate executives, and high-net worth families that value the support an advisory team can offer over time. The beauty of having a team like ours is that we are able to work with clients from a wide range of backgrounds. It also makes our job a lot more fun since we have the opportunity to serve clients that play pivotal roles in some of the most dynamic industries in the Pacific Northwest such as tech, manufacturing, wineries, and agriculture.

    Meet The Pacific Wealth Management Group


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

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


    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


    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


    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

    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.

    Ready to start a conversation? Contact The Pacific Wealth Management Group today.

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