111 Wealth Management Group at Morgan Stanley

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111 Wealth Management Group


Comprehensive wealth planning strategies for your life and legacy

Our Story and Services

111 Wealth Management Group

At 111 Wealth Management Group, our mission is to serve the complex needs of high and ultra-high net worth clients with vision, focus, and objectivity. We provide a total wealth management experience through integrated planning and open-architecture asset management, blended with critical and exclusive ancillary services like advisory and dedicated financing strategies for homes, aircraft and fine art; family wealth advisory and guidance on family governance; expense management and secure electronic document storage; total wealth report, a robust aggregation reporting tool; multiple home advisory and concierge services, and more.
We invite you to contact us by phone or email to learn more, or tour our website and explore the extraordinary capabilities and resources of Morgan Stanley*, and Family Wealth Advisory Services, the firm-within-a-firm designed to support the particular needs of our largest relationships.
Our team is active in community affairs and is interested in hearing of opportunities to help in the following cities: Palm Springs, Cathedral City, Rancho Mirage, Palm Desert, Indian Wells, La Quinta, Indio, and the eastern Coachella Valley.


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

Financial Planning

What are your hopes and dreams?

Our approach to wealth planning focuses on what is most meaningful to you.

Whether meeting with you for the first time or reviewing your progress and life goals, this is our priority.

Leveraging our vast resources—including intellectual capital, experience and dedicated personal service—we can work with you to create a personalized wealth strategy. Our 4 step approach to Wealth Management is formal yet flexible.  Over time, we can adapt it to changing circumstances, helping you to achieve—and to protect—your goals.

WM process.pngDISCOVER

Our relationship begins with a thorough understanding of you – your needs, your lifestyle and family, and your goals for the future.


We work with you to develop a roadmap to help you achieve and protect the outcomes you envision.


Next, we can help you implement investment, retirement, trust services, lending, cash management and insurance solutions suited to your needs.


Achieving your goals requires vigilance and flexibility. We will help you monitor your progress and make adjustments as life evolves, markets and tax laws shift, and priorities change.



  • 74199 El Paseo, Suite 201
  • Palm Desert, CA 92260

    Meet 111 Wealth Management Group


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

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


    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 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


    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

    Insights and Outcomes

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

    Ready to start a conversation? Contact 111 Wealth Management Group today.

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    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.

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    *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.

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