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, two 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 3% 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.

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.

Holistic Planning

Financial Planning with The Coplin Wealth Management Group

All members of The Coplin Wealth Management Group abide by the belief that every relationship should start with a comprehensive financial plan.  Your wealth strategy doesn't solely consider your investment objectives.  Rather, it is tailored to address the personal life goals you've identified and prioritized.

Using our suite of tools — our LifeView® platform — we can create your personal roadmap to help achieve and protect your goals — a framework that makes the connection between your life goals and your financial resources, and provides a baseline for future discussions. 

LifeView® helps us:

    - Analyze your current investments, and financial situation
    - Review and prioritize your goals with you, such as Retirement
    - Education funding
    - Major purchases and philanthropic goals
    - Protect your goals
    - Develop wealth transfer strategies

See the video and follow the links below to view our LifeView® Client Profile and a sample LifeView® Analysis Report:

LifeView® Client Profile

LifeView® Sample Analysis


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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