Vantage Wealth Management at Morgan Stanley

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Vantage Wealth Management

OUR MISSION STATEMENT

Experience, intellectual capital and dedicated personal service to help you meet your life goals

Our Story and Services

Welcome

Vantage: \van-tij\ (noun) giving a strategic advantage, commanding perspective and comprehensive view

As a designated Family Wealth Director team, our mission is to provide you with advisory services that include, and extend beyond, investment management. We take pride in being able to offer our clients access to Morgan Stanley’s, and other third parties, skilled staff who specialize in disciplines such as wealth transfer, asset protection and philanthropic services.

Our goal is to understand your vision, preferences and unique circumstances so that we can work with you to help develop an overall wealth management strategy that meets your needs.


 


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

Services

  • Asset Management
  • Cash Management
  • Financial Planning
  • Lending Products
  • Planning for Education Funding
  • Life Insurance
  • Estate Planning Strategies
  • Business Succession Planning
  • Long Term Care Insurance
  • Trust Accounts

Location

Location

  • 5565 Glenridge Conn Suite 1900
  • Atlanta, GA 30342


    Meet Vantage Wealth Management

    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 Vantage Wealth Management today.

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