The PacWest Group at Morgan Stanley

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The PacWest Group

OUR MISSION STATEMENT

Our mission is simple: Through a holistic, up-to-date understanding of each client’s unique circumstances and objectives, we empower them to grow, protect, and simplify their complex wealth.

Our Story and Services

Our Team Is Built To Serve You

Collectively, The PacWest Group brings multiple decades of financial services industry experience to provide our select clientele with comprehensive wealth and investment planning solutions. As seasoned professionals, we combine our knowledge, skills and talents with the global resources and reach of Morgan Stanley to address sophisticated client situations and help tailor strategies designed to meet each client's unique short and long-term goals. By delivering a truly personalized service, transparency, and attention to detail, we strive to add value in the process.

At Morgan Stanley, we are committed to fostering and maintaining a culture based on our four core values:

Doing the Right Thing
     Act with Integrity.
     Think like an owner to create long-term shareholder value.
     Value and reward honesty, collegiality and character.

Putting Clients First
     Always keep the client's interests first.
     Work with colleagues to deliver the best of the Firm to every client.
     Listen to what the client is saying and needs.
    
Leading with Exceptional Ideas
     Win by breaking new ground.
     Let the facts and different points of view broaden your perspective.
     Be vigilant about what we can do better.

Giving Back
     Be generous with your expertise, your time and your money.
     Invest in the future of our communities and our Firm.
     Mentor our next generation.

Services Include

  • Financial Planning
  • Wealth Management
  • Retirement Planning
  • Planning for Education Funding
  • Estate Planning Strategies
  • Trust Services*
  • Life Insurance
  • Divorce Financial Analysis
  • Executive Benefit Services
  • Business Planning
  • Asset Management
  • Professional Portfolio Management
  • Exchange Traded Funds
  • Alternative Investments
  • Fixed Income
  • Municipal Bonds
  • Cash Management
  • Certificates of Deposit
  • Corporate Bonds
  • Sustainable Investing
  • 529 Plans
  • 401(k) Rollovers
  • Foreign Exchange
  • Precious Metals
  • Commodities
  • Lending Products
  • Philanthropic Services
  • Art Advisory


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

Certifications

Certified Investment Management Analyst® (CIMA®) Certification
 
Certified Investment Management Analysts® (CIMA®) are dedicated to elevating their practice through education, experience, examination and the highest standards of ethics. CIMA® professionals have the advanced investment management knowledge necessary to truly – fully – serve affluent clients, and they use that in-depth knowledge to analyze and hand-select the investment products that make the most sense for your circumstances. Earning a CIMA® designation requires three years of broad experience in investment management consulting and completion of the demanding educational program put forth by the CIMA® board. To maintain this designation, CIMA® professionals are required to adhere to a rigorous code of professional responsibility and complete 40 hours of continuing education every two years.


Certified Financial Planner™ (CFP®) Certification

Today more than ever, CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource. From budgeting, to planning for retirement, to saving for education, to managing your taxes and your insurance coverage, “finances” doesn’t mean just one thing for most Americans — and “financial planning” means much more than just investing. Bringing all the pieces of your financial life together is a challenging task.

Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and know how to make recommendations in your best interest.


Community Involvement

Community Involvement

Our team members make meaningful contributions of time and money to several charitable organizations. The contributions have been made in several areas of need including: K -12 education, hunger relief, children's cancer, excellence in Oregon higher education, and the development of clean energy.

Over the years, we have also served in leadership roles for multiple youth sports, community, and nonprofit organizations, some of which include the following; Stephen Jackson has served as board chair for the Albertina Kerr Centers and Northwest Sudden Infant Death Syndrome Institute and a board member of the Oregon Independent College Foundation. Josh Bratt has served as a member of the Oregon Environment Council, he is a co-founder and board member of Power Oregon. Ken Anderson has served as board member for the Oregon Holocaust Resource Center.

Meet The PacWest Group

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

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

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 PacWest Group today.

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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

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The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.

Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .

*Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC

* Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.

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Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

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