The SVS Wealth Management Team

OUR MISSION STATEMENT

Leveraging the power of collaboration to help investors build wealth and secure their legacies.

Our Story and Services

The SVS Wealth Management Team Story

The SVS Wealth Management Team, founded in 2007, has multiple financial advisors and support staff members. The benefit to you is that we offer an incredible range of advisors to handle your unique needs. Whether it is portfolio management, financial planning, business succession planning, lending, or multi-generational wealth planning – we collaborate as a team to help you achieve your goals.

We have extensive experience in Portfolio Management. This allows us to personalize portfolios around your needs, and provides you with complete transparency about the intricacies of your investments. If you’d like a second opinion about your current investments or would like a complimentary consultation, please contact us at your earliest convenience.

Services Include

  • Wealth Management
  • Financial Planning
  • Estate Planning Strategies
  • Retirement Planning
  • 401(k) Rollovers
  • Fixed Income
  • Philanthropic Services
  • Alternative Investments
  • Professional Portfolio Management
  • Sustainable Investing
  • Lending Products


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

Working With You

Working With You

Our goal is to help you build a financial plan that is as dynamic as you are. It’s not an easy task. It requires the collaboration of a team of specialists who go through all aspects of your financial life: Your assets and liabilities, insurance plans, employee benefits plan, social security estimates, and home mortgages. 

We also want to know the nitty-gritty. We want to know if you’re thinking about buying a house, a car, and when it’s your son or daughter’s birthday. We want to learn about your family’s values, if you have any medical issues or health concerns. We also want to learn about your parents; are they stable financially, will you be the primary care-giver; what will their long-term care look like? 

These may seem like small things, but by paying attention to the details we can help you make the best financial decisions possible. This is how, one day, we can help you achieve a lifestyle that is “work-optional.”

Our Clients

Clients

Our clients range from professionals, executives and business owners to professional athletes and entertainers. Wherever you are in the various phases of life and whatever career passions you pursue, we believe the power of collaboration is the best way for you to achieve your goals. We want to coordinate with your other advisors including attorneys and CPAs so everyone has a seat at the table in the times of your important milestones.

Of course, as a client, you’ll also be supported by the full breadth and depth of Morgan Stanley, a global firm that is one of the largest and most respected wealth management firms in the world.

Strategic Partner

Strategic Partner

To optimize the effectiveness of the service we provide, our goal is to select and align the many exceptional capabilities of Morgan Stanley on your behalf. As we work together to provide a broader range of wealth management solutions to achieve your goals, we can draw on the experience, and insights of highly skilled individuals through the strategic partnerships listed here:

Morgan Stanley Wealth Management Financial Advisors can conduct their business in several ways: individually, as a member of a team of Financial Advisors, or through the formation of a Strategic Partnership with another Financial Advisor or team of Financial Advisors. A Strategic Partnership is an arrangement between a Financial Advisor or a team of Financial Advisors with another Financial Advisor or team of Financial Advisors that has a unique focus or knowledge regarding a specific business concentration, product area and/or client type. If your account is with an individual Financial Advisor, that Financial Advisor services all facets of your account. If your account is with a Financial Advisor who is a member of a team, any Financial Advisor on the team can service your account. If your Financial Advisor is part of a Strategic Partnership, his or her role in that Strategic Partnership may be limited to a specific business and/or product area and may not cover all facets of your account. The use of the terms "Partner" or "Strategic Partner" and/or "Partnership" or "Strategic Partnership" are used as terms of art and not used to imply or connote any legal relationship.

Meet The SVS Wealth Management Team

Wealth Management for Athletes and Entertainers

  • Investment Management
  • Wealth Transfer & Philanthropy
  • Private Banking Solutions
  • Family Governance & Wealth Education
  • Lifestyle Advisory

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

Insights and Outcomes

Thought Leadership from Morgan Stanley Family Office Resources for our ultra high net worth clients, which contains thought-provoking articles, authored by some of the leading FOR specialists.

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

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

More From Morgan Stanley

Ready to start a conversation? Contact The SVS Wealth Management Team today.

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