Mike Ladge

Executive Director, Wealth Management, Financial Advisor, Sports and Entertainment Director

Contact Me
Mike Ladge

MY MISSION STATEMENT

I help you achieve excellence by growing and protecting your wealth. There will be tough honesty: I will tell you what you need to hear, even if it's not what you want to hear.

My Story and Services

My Story and Services

As a professional athlete, musician, actor, or business owner––you assume a great deal of responsibility. Each and every day, you have to perform in the moment and prepare for the next. But what happens when you approach retirement? Or when your big contract ends and you don’t receive another? Because the careers of high-profile individuals are inherently condensed and fickle––changing course because of one injury on the field, or piece of bad press off of it––it’s crucial to have a long-term financial plan in place now to protect yourself and family for the future.

My comprehensive approach to wealth advising covers more than just your portfolio; I’m here to protect and grow what you’ve spent a lifetime working towards. Whether for NFL Pro-Bowlers, Grammy winners, entertainers, entrepreneurs, or high-level business executives, I provide personalized strategies for long-term investments and tax mitigation, sound fiscal counsel for managing cash flow, and an unsurpassed level of commitment to your career and retirement goals. 

With over 20 years of experience as a wealth management advisor for celebrity and high net-worth clients, I oversee all aspects of your finances so you can keep your focus on achieving excellence.

In The Press:

Mike Ladge Named to President's Club at Morgan Stanley

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Worth Magazine
Top 100 Wealth Advisor

Access to Private Banking >

Services Include

  • Alternative Investments
  • Asset Management
  • Business Planning
  • Business Succession Planning
  • Estate Planning Strategies
  • Fixed Income
  • Lending Products
  • Life Insurance
  • Planning for Education Funding
  • Retirement Planning
  • Wealth Management

Securities Agent: AZ, CA, CO, CT, FL, ID, IL, MA, MD, MI, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TX, UT, VA, WA, WI, WY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

NMLS#: 1282411


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

Mike's Bio

Michael Ladge, an Executive Director and Sports and Entertainment Director, joined Morgan Stanley and its prior firm in 2008. Previously, Mike was with UBS Wealth Management. Prior to UBS, he worked with Credit Suisse, which had acquired DLJ. Prior to that, after earning his MBA from the Anderson School at UCLA and a B.S. from Syracuse University with a double major in finance and statistics, Mike initiated his career as an investment advisor with Morgan Stanley. Mike was named to Robb Report's Worth Magazine's Top 100 Wealth Advisors for four consecutive years. He has been named a Los Angeles Five Star Wealth Manager conducted by Los Angeles Magazine from 2012-2018. 

In addition, he is a Registered Financial Advisor with the NFL Players Association. He also works extensively with icon Jim Brown's Amer-I-Can Foundation.  Jim Brown, after playing golf with Mike called him a “tremendous athlete” for whatever that’s worth. Mike is an avid racquetball player and has won several national and state championships. Originally from Boston, Mike resides in Bel Air, California.


I Believe

  • I believe in tough love.
  • I believe your life’s work is worth protecting.
  • I believe in transparency and honesty. Even when you may not want to hear it.
  • I believe just because you have money doesn’t mean you have to spend it.
  • I believe a limited window for earnings requires special long-term planning.
  • I believe your financial success shouldn’t be tethered to the market’s performance.
  • I believe in going above and beyond to help my clients. They are my people, it’s why I’m here.
  • I believe in committing myself to the same level of professional and personal excellence that’s expected of my clients.
  • I believe the foundations for your future––and your family’s future––must be built today.
  • I believe in looking out for your sons and daughters. Family is your most important asset.


Working With You

Working With You

As your wealth management advisor, it’s my job to help protect the stability of your future from the stresses of your present. In other words, I play the long-game; through diligent research and responsible advice, I prepare you (and your family) to thrive in life long after your professional career is over. 

In order to help you achieve excellence outside the playing field, stage, or board room, I first have to compile an in-depth understanding of your financial health. The questions I ask cover your personal, familial, and professional responsibilities as these are, either directly or indirectly, financial in nature. After we’ve developed the whole picture, I construct an investment strategy that helps mitigate risk and maximize earnings. For some of my clients, this means reorganizing their current portfolio; for others, it means building one from scratch.

But investing is only one facet of my approach to wealth management. Many of my clients, particularly the professional athletes, accumulate a great deal of wealth early in their careers. With so many distractions and scams at their doorstep, it can be difficult for them to make sustainable financial and life choices. And it’s not just athletes; over the course of a lifetime, every person faces tough personal and professional decisions that carry financial repercussions. 

That’s where I come in. With tough honesty and absolute clarity, I help you balance spending with cash flow, navigate through marriage or divorce, acquire real estate, decide when and how to sell your business, and generally steer clear of personal and financial risks in your everyday life. With your best interests in mind, I tell you what you need to hear, even if it’s not what you want to hear.

Our Clients

Clients

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While working across a broad spectrum of industries in many different countries, my clients all have one thing in common: they excel at the highest level of their respective fields. Some are Super Bowl champions, pop superstars, rock n’ roll icons, and award winning actors; others are entrepreneurs, business executives, doctors, and lawyers. Over the course of my career, I’ve had the opportunity to work with multiple generations of families, helping them to prosper for even more generations to come.

Like my clients, I too am committed to excellence and work tirelessly to perform the research, analysis, and counsel necessary to achieve it. I’ve always been someone who values honesty and feels an ethical obligation to protecting my clients’ best interests. Because of that, I strive to make myself available for your every question and guide you through all major financial transactions and life decisions.

To accommodate my intensely dedicated level of service, I keep my practice intentionally small. This intimacy means my work is always custom-tailored, research-driven, and client-facing. My goal is to do all the work for you, so you can continue thriving in your own professional, family, and personal lives.

Location

Location

  • 9665 Wilshire Blvd Ste 600
  • Beverly Hills, CA 90212


    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

    Insights and Outcomes

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

    Ready to start a conversation? Contact Mike Ladge today.

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