The Wave Group at Morgan Stanley

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The Wave Group


Excellence in helping clients like you with your personalized investment and financial strategies

Our Story and Services

About Message

Just as waves are created by energy passing through water, your wealth has been created by the energy you’ve invested in building a prosperous career and a comfortable life for your family. We, as The Wave Group at Morgan Stanley, make it our mission to help you preserve, grow and protect what you’ve worked so hard to achieve for you and your loved ones.

Just as every individual is unique, so should be their wealth management strategy. Through collaboration, we work with you to produce custom tailored strategies that adhere to your values, concerns and aspirations. We initiate every relationship with a conversation, in order to get to know you not just as an investor, but as an individual.

We recognize the importance of asking the right questions and carefully listening to what your requirements are. By understanding your goals and incorporating those goals into a cohesive, personally integrated strategy, we strive to initiate personalized plans designed to help you achieve them. By ensuring equal access to resources available at Morgan Stanley, we strive to add value on both sides of your balance sheet and in every aspect of your financial life.

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

Services Include

  • Financial Planning
  • Retirement Planning
  • Wealth Management
  • 401(k) Rollovers
  • Trust Accounts
  • Estate Planning Strategies
  • Professional Portfolio Management
  • Corporate Pension Funds
  • Corporate Retirement Plans
  • Endowments and Foundations
  • Executive Financial Services
  • Sustainable Investing
  • Philanthropic Services

Our Clients


Your life is constantly evolving, and the markets are always fluctuating, often in unpredictable ways.  Our purpose is to help you prepare—and plan for—both anticipated and unanticipated events, so you can maintain your financial stability through the highs and lows of life and the ups and downs of the markets. Whatever the future brings, we are with you every step of the way, riding the waves together.

We have been compassionately serving clients in the heart of historic Williamsburg for over two decades. Our clients have entrusted us to manage their financial lives and we have earned that trust through our knowledge, experince and dedication to uncompromising service.

 If you are actively pursuing assistance for effective management of your assets for the future or strengthening and preserving your financial infrastructure, then we look forward to learning more about you and discussing how we can help you achieve your most significant goals.


Community Involvement

Community Involvement

Being involved in the community means building relationships. Relationships are the very things that bridge the gaps between barriers. Community involvement means spending the extra time, without being compensated.

Through our various volunteering experiences, we’ve had the great fortune of having met some of the most involved individuals within our community here at Williamsburg, VA. That is what community involvement is really about: finding your passion and stepping into it.

The firm’s support of employee volunteerism drives a culture of giving back that extends beyond just a simple volunteer event. The best thing that ends up happening is that many continue their involvement with a charity long after volunteering with them. Some end up joining their boards or staying involved for years.

At Morgan Stanley, it’s a place where volunteering is a part of working life. We are a firm that’s committed to giving back to the community that helps make our job an even more fulfilling experience. Encouragement comes in many forms; Morgan Stanley’s annual Global Volunteer Month in June being among them.  Many employees also take part in the Strategy Challenge, an annual pro bono initiative where teams of associates and vice presidents are matched up with nonprofits in need of strategic advice.



  • 437 W Duke Of Gloucester Street
  • Williamsburg,  23185

    Meet The Wave Group


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

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


    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


    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

    Ready to start a conversation? Contact The Wave Group today.

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