The Smalley Berman Group at Morgan Stanley

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The Smalley Berman Group

OUR MISSION STATEMENT

Working with you to help preserve and grow wealth for your long-term goals

Our Story and Services

Smalley Berman Vision

The Smalley Berman Group places high value on relationships.  Affluent families require a sophisticated comprehensive wealth management strategy.  This requires the knowledge and resources only provided through a team of experienced Financial Advisors.  The Smalley Berman Group has over 70 years of combined experience in servicing high net worth clients.  As one of Puget Sound’s preeminent wealth planning teams, we are qualified to address the multi-faceted needs of affluent families, small businesses and foundations. 

Our role at The Smalley Berman Group is to help you use your wealth to achieve what is most important to you. That may mean providing an education to children and grandchildren, buying a vacation home, meeting the special needs of a family member, retiring ten years early — the list is endless, and the decision is uniquely your own.

Together, we will explore your aspirations and the life you envision. We will work with you to translate your goals into a specific investment objective and personalized investment strategy. And then, drawing on the team’s experience and perspective informed by the insight and resources of one of the world’s largest financial firms,  we will structure a portfolio for you, executing and refining that strategy to help bring you closer to your definition of investment success.

In short, your goals become our focus, and achieving them becomes a commitment that we share.

 

Services Include

  • 401(k) Rollovers
  • Asset Management
  • Cash Management
  • Corporate Retirement Plans
  • Endowments and Foundations
  • Estate Planning Strategies
  • Exchange Traded Funds
  • Financial Planning
  • Fixed Income
  • Municipal Bonds
  • Professional Portfolio Management


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

Location

Location

  • 2727 Hollycroft, Suite 330
  • Gig Harbor, WA 98335


    Video

    Meet The Smalley Berman Group

    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 The Smalley Berman Group today.

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