The Ibarra Calleja Group at Morgan Stanley

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The Ibarra Calleja Group

OUR MISSION STATEMENT

Innovative thinkers, providing ideas and solutions that benefit the success of our clients and our team

Our Story and Services

Global Firm, Local Team

Frank Ibarra and Jorge Calleja joined forces in 1998. They believed in a vision of innovative wealth management that saw the value a team can provide. Frank and Jorge believed that by combining their expertise and experience, they could offer their current and future clients a higher level of service and a more effective approach to the management of their wealth. The Ibarra Calleja Group will work with you to help you preserve and grow your wealth, relying on the insights of seasoned investment professionals, a premier trading and execution platform, and the full spectrum of investment strategies.

Why Choose The Ibarra Calleja Group?

  • We promise to accept only those clients whom we can properly service and only those where our resources and collective experience can add measurable value to their lives.
  • Our team is open, honest, and a demonstration of mutual respect and honor, we challenge every idea and discuss all options to ensure that only the best ideas rise to the top.
  • We see the value in having authentic interactions and strong relationships with our clients. We strive to build bonds that extend beyond the business setting.
  • As guardians of our client’s family, wealth, and legacy, it is our honor and duty to safeguard their interests, ensuring that we offer the most relevant and effective strategies for their families.
  • In the end, what will matter is what we created, was it built on a foundation of integrity, open communication, and trust? Did the lasting legacy that we and our clients together created make us proud?

Services Include

  • Wealth Management
  • Professional Portfolio Management
  • Financial Planning
  • Endowments and Foundations
  • Estate Planning Strategies
  • Trust Services*
  • Fixed Income
  • Municipal Bonds
  • Syndicate
  • Alternative Investments
  • Asset Management
  • Corporate Retirement Plans
  • Lending Products


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

Working With You

Working With You

Our Commitment to our Clients is founded on Five Principles:

  1. CONFIDENCE - In a business that has navigated nearly 80 years of market cycles
  2. ACCESS – to Morgan Stanley's brightest people and best resources
  3. FOCUS – An exclusive focus on High Net Worth & Ultra High Net Worth Individuals, Families, and Foundations
  4. INSIGHT – Objective solutions for your family's needs that reflect our insight into the complex financial world
  5. PERSONAL SERVICE – The highest levels of Personal Service by serving a limited number of clients per Advisor

Extensive Capabilities
Our world-class talent and global resources are among the most sophisticated and extensive available. The Ibarra Calleja Group Wealth Advisors use rigorous analytical tools and models to create customized solutions based on the complex needs of each family, endowment or foundation.

Our Clients

Clients

Clients include individuals, couples and families located across the country, with a majority concentrated in Florida. We work with current and retired corporate C-suite executives, professional athletes, entrepreneurs and business owners. We have assisted several clients who have started, built and then sold companies, or taken them public. We also work with a number of Nonprofit organizations, Foundations, and Corporate Retirement Plans in helping them achieve their goals.

Drawing on a deep understanding of your financial life, The Ibarra Calleja Group can help you:

  • Manage investments with an unwavering focus on your financial strategy and personal goals
  • Structure your wealth and customize solutions based solely on an objective view of your needs
  • Simplify financial complexity to help you achieve clarity and control
  • Align your strategy with the values that have shaped your life and constitute the core of your legacy

Location

Location

  • 8889 Pelican Bay Blvd Ste 300
  • Naples, FL 34108


    Meet The Ibarra Calleja Group

    Mosaic

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

    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.

    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 Ibarra Calleja Group today.

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