Anderson-Miller-Pinkelman Wealth Management Group at Morgan Stanley

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Anderson-Miller-Pinkelman Wealth Management Group

OUR MISSION STATEMENT

With a deep understanding of your priorities, we provide the wisdom, knowledge and experience to serve as your single point of contact for all your family wealth needs.

Our Story and Services

Our Story and Services

Comprehensive wealth management takes a unique set of skills that goes well beyond general financial planning. It takes a team of experienced professionals, who have acquired the insights, wisdom and world-class resources needed to tackle today’s fierce challenges.

At The Anderson-Miller-Pinkelman Wealth Management Group, we are a seasoned advisory team who knows what it takes to achieve results. We focus on what is most important to you and provide the skills and sophisticated strategies needed to make informed, confident decisions about your future, your family and your finances.

We believe wealth is about more than the size of your investment portfolio. It’s about your life and the people and passions that give your life purpose. Our strengths lie in our ability to help you prevent financial mistakes and make sound investment decisions through ongoing education, a rigorous and detailed process, tailored solutions and a commitment to always doing the right thing.

It is only through mastering these critical responsibilities that we are able to effectively manage risk and optimize performance, fortifying your family’s financial security for generations to come.

Services Include

  • Wealth Consulting
  • Professional Portfolio Management
  • Municipal Bonds
  • Cash Management
  • Executive Financial Services
  • Business Succession Planning
  • Estate Planning Strategies
  • Philanthropic Services
  • Divorce Financial Analysis
  • Endowments and Foundations


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

Our Client-Focused Practice

We deliver comprehensive services to a broad range of clients, who have accumulated a higher level of wealth and seek financial guidance on the following activities:

  • Managing a significant life event, such as selling a business, receiving a large inheritance or transitioning to retirement
  • Diversifying highly concentrated positions
  • Minimizing taxes, while optimizing investment performance
  • Financing a major acquisition
  • Preparing the next generation to effectively manage wealth
  • Creating a legacy plan to preserve family harmony as well as assets
  • Achieving charitable and philanthropic goals

Our clients include:

  • Financially successful individuals
  • Families spanning multiple generations
  • Business owners and corporate executives
  • Retired professionals in the medical and legal fields
  • Referrals from existing clients and industry professionals

While our clients have unique goals and circumstances, they all have one thing in common: The desire to simplify their finances and develop an integrated wealth strategy for now and the future. We help them manage and protect their assets, so they may enjoy their wealth and leave the legacy they desire.


Working Together

Our process takes a 360 degree view of your wealth. This leads to solutions that are not only designed to reach specific financial targets, but are reflective of who you are and how you ultimately want to share your wealth.


1: Initial Conversation

We begin with an informal discussion to understand your financial concerns and determine how we can add value. This is your opportunity to get to know us, as we get to know you. Once we agree to move forward, we’ll request important information for our next discussion.

2: Getting to Know You

We continue the dialogue by fostering an in-depth conversation where we learn about the values that shape your decisions and the concerns that keep you up at night. We review the documents you’ve prepared and utilize a 13-point checklist to drill down on key details about your personal situation.

3: Analysis & Strategy Development

Here, we review your finances, determine the likelihood of reaching your goals and address the impact of unexpected life events. We may also reach out to your CPA and estate attorney to discuss any tax concerns and understand your existing estate plan to ensure the strategies we recommend are fully coordinated. Utilizing a number of financial planning tools, we develop your detailed financial report.

4: Implementation

In this step, we present our key findings with specific strategies designed to achieve your goals. Upon your approval, we’ll set into motion a course of action that strives to align your values and vision with your personal definition of financial success.

5: Ongoing Commitment to You

Dedicated to a concierge experience, we focus on developing relationships that provide special value to you and your family. As we activate each strategy, we’ll set up a variety of tools to provide immediate access to your accounts. And because markets and personal needs evolve, we’ll set up ongoing meetings to ensure your plan remains on track.


Personalized Solutions

While the strategies and solutions we provide are broad in scope, our approach is tailored to your specific needs. We deliver the personalized attention you expect, as we build a structured plan focused on achieving your financial and legacy goals. Here is a brief overview of the solutions we offer:



Lifestyle Management

We pay particular attention to the timing of milestone events, as well as spending patterns to offer you a set of lifestyle guidelines that help assure your retirement – and other key goals – are not compromised. We understand that the needs of corporate executives are different than those of business owners and will offer strategies specific to your personal situation. 

Asset Growth and Preservation

Asset management aims to achieve the best possible investment returns that are consistent with your level of risk. We offer a wide range of strategies that apply long-held investment principles to help your assets appreciate appropriately. We embrace conflict-free decision making within a cost-effective structure.

Longevity Planning

Given extended life expectancy, we help tailor allocation and income distribution strategies to help you preserve assets, whether they are held at Morgan Stanley or other firms. This includes advice on 401(k) plan assets, life insurance and long-term care plans.

Risk Management

Life’s risks can manifest themselves in many ways -- from loss of life to loss of health – and have the potential to impair the efficiency of a thoughtfully developed plan. We proactively help address these concerns in a number or ways, ranging from insurance reviews to liquidity strategies.

Legacy Planning

Delivering an estate to the next generation or favorite charity requires more attention than families often commit. Coordinating with outside estate and tax professionals, we align estate planning goals with the appropriate asset titling and beneficiary designation requirements, while incorporating tax minimization strategies to help enhance results.


Resource Center

We believe financial education leads to better insights into our investment strategy and discipline, and ultimately, better long-term results. As a result, we are committed to providing you with important information about managing your wealth more effectively in today’s global markets.

To that end, we have assembled the following articles and white papers about many of the concepts that support our wealth management philosophy and investment strategies. We’ve provided easy links to these materials and hope you will return often to learn more about topics impacting your wealth.


Location

Location

  • 3993 Howard Hughes Pky Ste 800
  • Las Vegas, NV 89169


    Meet Anderson-Miller-Pinkelman Wealth Management Group

    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.

    Mosaic

    Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.

    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

    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

    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 Anderson-Miller-Pinkelman Wealth Management Group today.

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