The Wave Group at Morgan Stanley

Contact Us
The Wave Group

OUR MISSION STATEMENT

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

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.

Location

Location

  • 437 W Duke Of Gloucester Street
  • Williamsburg,  23185


    Meet The Wave 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

    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

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

    Dow    -100.12

    23358.24
    4:52PM

    Nasdaq    -10.50

    6782.79
    5:15PM

    S&P 500    -6.79

    2578.85
    4:52PM
    Market Information Delayed 20 Minutes

    This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

    Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only

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

    Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

    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.

    Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

    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.

    CRC 1369093   12/15

    Awards Disclosures