The Coplin Wealth Management Group at Morgan Stanley

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The Coplin Wealth Management Group

OUR MISSION STATEMENT

Understanding the unique needs of high net worth clients like you

Our Story and Services

Family Wealth Directors


As a team consisting of two Portfolio Managers, three CERTIFIED FINANCIAL PLANNERS®, and one Family Wealth Director, The Coplin Wealth Management Group at Morgan Stanley provides highly customized financial solutions and caters to the wide-ranging financial needs of high and ultra-high net-worth individuals, families and institutions.

Steven Coplin, founder of the group, is one of less than 4% of Morgan Stanley financial advisors to have earned the distinction of Family Wealth Director. As a Family Wealth Director, Steven brings the scope and influence of the differentiating resources of Morgan Stanley to his most valued clients. This designation provides him with direct access to Morgan Stanley's Family Wealth Advisory services, enabling him to better address particularly complex wealth management challenges—including trusts and estates, access to lending solutions, philanthropy, control and restricted securities, and business succession planning.

Steven and Ryan are experienced portfolio managers who build globally diversified portfolios with a goal of producing competitive risk-adjusted performance based on each client’s unique goals. In managing client’s portfolios, Steven and Ryan live by the motto “it is not just about what you earn, but what you keep that matters” and emphasizes the importance of tax efficiency and net returns.

The individuals mentioned as the Portfolio Management Team are Financial Advisors with Morgan Stanley participating in the Morgan Stanley Portfolio Management program. The Portfolio Management program is an investment advisory program in which the client’s Financial Advisor invests the client’s assets on a discretionary basis in a range of securities.  The Portfolio Management program is described in the applicable Morgan Stanley ADV Part 2, available at www.morganstanley.com/ADV or from your Financial Advisor.

Services Include

  • Wealth Management
  • Endowments and Foundations
  • Estate Planning Strategies
  • Executive Financial Services
  • Lending Products
  • Life Insurance
  • Long Term Care Insurance
  • Professional Portfolio Management
  • Alternative Investments
  • Annuities
  • Exchange Traded Funds
  • Fixed Income
  • Philanthropic Services
  • Trust Accounts


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

Working With You

Working With You

As a team, we adhere to a disciplined process that delivers a consistent yet customized wealth management experience.

WE CONSTANTLY STRIVE TO:

- Deliver best in class advice and guidance

- Educate our clients on every recommendation we make

- Fulfill our pledge of “leaving no stone unturned”

- Maintain a two-way communication with our client

- Provide each client with a customized wealth management experience

- Reduce our clients’ risk exposure by always incorporating diversification within their portfolios

- Seize market opportunities and relentlessly think “outside the box” in our investment methodology

The first meeting is all about you. We will meet with you to learn more about your needs, your goals and your concerns. To ensure that we are able to provide you with comprehensive wealth management advice and connect all the pieces of your financial life into a sound financial plan, we will be discussing the following topics: Investments/Retirement Accounts, Cash Flow/Tax Information, Liability Management, Education Planning, Insurance and Wealth Transfer.

Events

Events

SHOULD YOU DECLARE FLORIDA DOMICILE?

Residents of Ohio, Michigan, Wisconsin, Illinois, New York, North Carolina, Massachusetts and other non-Florida locations will have an opportunity to learn about the benefits and potential tax savings of Florida Residency.

Join us for a complimentary seminar where we will examine the following issues:

• Considerations of declaring Florida Domicile

• How to establish Florida Domicile

Dates:

- Monday, February 11, 2019
- Wednesday, February 20, 2019
- Thursday, February 28, 2019
- Wednesday, March 6, 2019


Time: 4:00 p.m.

Location: The Capital Grille located at 9005 Mercato Drive Naples, FL 34108

Please call 239.449.7849 to make a reservation. Seating is limited.



FRUSTRATED WITH YOUR FIXED INCOME INVESTMENTS?

Are you concerned with the effects of rising rates and inflation on your portfolio and generating income in this rising rate environment?

You are invited to a complimentary workshop to discuss:

• Where to Look for Income

• Qualified Dividend Income Eligible Securities

• Credit Quality vs. High Yield


Dates:

- Tuesday, February 5, 2019
- Tuesday, February 26, 2019


Time: 4:00 p.m.

Location: The Capital Grille located at 9005 Mercato Drive Naples, FL 34108

Please call 239.449.7849 to make a reservation. Seating is limited.



WOMEN AND WEALTH

A special event for women, recognizing the powerful impact they have on family wealth and the transfer of assets to the next generation.

Join us for an informative seminar designed to help you identify and prioritize your objectives, and then begin to build a personalized plan that helps maximize your probability of achieving the goals you have for yourself and your loved ones, however life unfolds.

Dates:

- Thursday, February 7, 2019

Time: 4:00 p.m.

Location: The Capital Grille located at 9005 Mercato Drive Naples, FL 34108

Please call 239.449.7849 to make a reservation. Seating is limited.

The guest speakers are neither employees nor affiliated with Morgan Stanley Wealth Management.

Opinions expressed by the guest speakers are solely their own and do not necessarily reflect those

of Morgan Stanley. Individuals should consult with their tax/legal advisors before making any tax/

legal-related investment decisions as Morgan Stanley and its Financial Advisors do not provide tax/

legal advice.  There will be no discussion of, or distribution of written materials relating to, specific products or

investments at this presentation.  Investments and services offered through Morgan Stanley Smith Barney LLC.

Member SIPC. CRC2318746 12/18

Reserved Benefits

Morgan Stanley's Reserved Living & Giving Program

Reserved Living & Giving is a complimentary loyalty program, with over 50 offers and discounts from premier brands, designed to enhance your lifestyle beyond traditional wealth management services.  The program provides access to exclusive partner offers, insights from Morgan Stanley thought leaders and inspiring philanthropic stories.

Reserved clients can take advantage of a wide range of offers, including:

    - Travel and cultural experiences from best-in-class planners

    - Special pricing from iconic beauty, retail and automotive brands

    - The latest fashion, wine and sweets from select emerging brands

Whether you'd like to get behind the wheel of your dream car, enjoy the perfect wine pairing with every meal, or choose a thoughtful gift, you'll find unique opportunities with Reserved Living & Giving.  Best of all, you can share the shopping treasures, travel adventures and simple pleasures with your family.

Ask us how you and your family can begin to take advantage of these wonderful offers.

Click the link below for more information:

Reserved Living & Giving Offers


Total Wealth

A Comprehensive View of Your Financial Life

As a Morgan Stanley client, you can view your accounts from other financial institutions on any device, with Morgan Stanley Online or by using the Morgan Stanley Mobile App. With full visibility of your assets and liabilities all in one place, we can obtain a comprehensive view of your total wealth to help you track your goals or start planning for your future.


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Location

Location

  • The Coplin Wealth Management Group
  • 8889 Pelican Bay Blvd N., Suite 300
  • Naples, FL 34108


    Meet The Coplin Wealth Management Group

    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

    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

    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

    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 Coplin 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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    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.

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    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.

    CRC 1369093   12/15

    Awards Disclosures