The Rancho Santa Fe Group at Morgan Stanley

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The Rancho Santa Fe Group

OUR MISSION STATEMENT

"Consistent Stewardship in a Changing World"

Our Story and Services

What we do.

We hold the highest regard for the stewardship and confidence our clients have placed with us. We set a high value on our client relationships based on mutual understanding, personal accountability and integrity. We look to grow those relationships by consistently working to meet our client’s financial requirements, and continuously striving to exceed expectations. At The Rancho Santa Fe Group, we focus entirely on managing your wealth—so you and your family can spend time on things that matter most to you.”

Jason, Erin, Jon, Steve & Brant of The Rancho Santa Fe Group at Morgan Stanley, bring over 75 years of combined experience to deliver modern advisory, asset management and financial planning services to high net worth clients and their families. 


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

Location

Location

  • 6037 La Flecha
  • Po Box 415
  • Rancho Santa Fe, CA 92067


    Areas of Focus

    Areas of Focus:

    • Family Wealth Management:  Jon, Jason & Erin have a long history of working to advise, preserve and grow multigenerational family wealth for executives, business owners and medical professionals. With decades of history at the firm they lead the team’s efforts of commitment to long-term relationships. Jason and Jon are the lead portfolio managers for the team and as a CERTIFIED FINANCIAL PLANNER™, Jason heads the various retirement and estate planning efforts for the clients of The Rancho Santa Fe Group. Jason: 858-613-8184; Jon: 858-613-8185; Erin: 858-613-8147

    • Sports & Entertainment:  As part of the Global Sports & Entertainment division at Morgan Stanley, Jason & Steve work collaboratively within the team- combining the unique resources of this specialized unit with our team’s proven history of working with clients in the Sports and Entertainment arena. With an understanding of the complexity of client schedules, they are experienced working as a team with business managers, accountants, attorneys, agents and allied representatives. They offer a consistent thoughtful approach to professionals in the sports and entertainment industries to help them make smart choices about how they save, spend, invest, borrow, protect and give. Jason: 858-613-8184; Steve: 858-613-8167

    • Women and Finance:  Women who find themselves as “Newly Head of Household" are often referred to Erin to champion them through life’s inescapable transitions—from widowhood, a divorce, a new trustee on the family trust, a spouse’s incapacitation, a pending retirement or even an inheritance. She brings an empathic understanding to help navigate chaotic times in a client’s life. Erin: 858-613-8147

    • Investing with Impact: Disruptive advancements in alternative energy, clean technology, efficiency and natural resource use are constantly evolving. This presents a potential opportunity for our clients to align their investments with their personal values. Jason and Erin lead the team’s efforts to manage custom client portfolios with this goal in mind. Jason: 858-613-8184; Erin: 858-613-8147


    Meet The Rancho Santa Fe 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

    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

    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

    Ready to start a conversation? Contact The Rancho Santa Fe Group today.

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