The MPT Wealth Management Group at Morgan Stanley

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The MPT  Wealth Management Group

OUR MISSION STATEMENT

Providing sophisticated wealth management for affluent families, allowing them to simplify their lives and embrace the future.

Our Story and Services

Our Story

The MPT Wealth Management Group at Morgan Stanley is structured to serve the comprehensive and diverse financial needs of an exclusive group of affluent families.

Our clients wish to live life to the fullest, accomplish their goals, and create a legacy for future generations. They are passionate people who assess the present and embrace the future as they seek opportunities to make a difference for themselves, their families, their communities, and the causes they care about.

We work with families like these to help ensure that every financial decision they make aligns strategically with their established goals, allowing them to minimize the time and effort they spend on managing their wealth.  As a team, we provide thoughtful tailored advice, implementation, and ongoing monitoring of our clients’ comprehensive wealth plan.

When families work with the MPT Wealth Management Group at Morgan Stanley, we develop a customized road map designed to help them achieve the financial future they envision.  With a plan in place they can feel free to enjoy their lives, confident that their wealth is being managed by highly credentialed professionals with the knowledge and skills required to handle any financial issue. Our primary objective is to place our client’s interest first, thereby growing our relationship over the long term based on mutual trust, shared values and open communication. 

We believe that our clients deserve a financial relationship with a team that shares their vision, works diligently to uncover myriad of possible strategies that help them address their aspirations and enjoy the fruits of their labor.

Services

Holistic, Goal-Based Wealth Management
Comprehensive Financial Planning
Estate Planning Strategies
Cash Management and Lending Solutions
Custom Portfolio Management
Philanthropic Services
Wealth Preservation and Protection Strategies

Services Include

  • Wealth Management
  • Estate Planning Strategies
  • Professional Portfolio Management
  • Alternative Investments
  • Asset Management
  • Business Planning
  • Cash Management
  • Executive Financial Services
  • Philanthropic Services
  • Trust Services*


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

Our Principles

6 things we believe about managing wealth

  1. Every decision is connected.  Establishing and adhering to an overall strategy is crucial.
  2. It’s all about the future. Whether it’s three years or three decades or three generations, our financial plans are geared toward      specific future objectives.
  3. Our reputation is our most important asset. We adhere to the strictest standards for ethics, transparency and honesty. We work hard to earn and keep your trust.
  4. Research, macroeconomic knowledge and continuing education add value. In a world driven by information, analytics and data, we invest the time to stay current with the latest thinking.
  5. Investment portfolios should be customized. You’re a unique individual with specific goals. Your portfolio should reflect your uniqueness.
  6. Service counts. Our goal is for every client relationship to last a lifetime (or more). That’s why we provide diligent, personal service to every client.


Family Wealth Director

Family Wealth Director

Your family, your advisors, your goals: The Family Wealth Director

The Family Wealth Director (FWD) designation is earned by fewer than 3% of all Morgan Stanley advisors, and indicates our ability to provide a level of service and experience enjoyed only by our most exclusive clients. As an FWD, we can offer services including (but not limited to) the following:

  • Estate planning strategies
  • Portfolio Management
  • Lending and borrowing
  • Cash management
  • Business strategies
  • Wealth transfer
  • Philanthropic planning
  • Education planning
  • Heath care planning for parents, grandparents and children
  • Risk management (including life, disability and personal liability insurance)

 


Our Process

Our process

A comprehensive approach to Wealth and Financial Planning 

At the MPT Group at Morgan Stanley, we work with a diverse group of clients who are embracing the future. They include wealthy families, entrepreneurs, business owners, CEOs, physicians and other professionals who are too busy to devote their time to wealth management.

To respect their time, we have developed a process that helps us define goals, and create strategies and tactics to achieve them. We follow these Action Items:


 Step 1: Insights
  • Establish and articulate client objectives
  • Review and analyze the present estate structure and assets
  • Create a comprehensive wealth plan (including structure, risk tolerance, liquidity needs, performance goals, time horizon)
  • Coordinate with accountant and attorney
  • Review Family Wealth Director services
 
Step 2: Recommendations
  • Strategize solutions
  • Present “what if” scenarios
  • Determine investment allocation ranges
  • Identify and analyze asset managers
  • Create a plan of action
 
Step 3: Actions
  • Create a timeline
  • Supervise administrative set-up
  • Implement approved plan
  • Review liability strategies
  • Recommend cash management and lending solutions as appropriate

 Step 4: Analysis
  • Assess performance against objectives
  • Re-allocate assets as needed
  • Discuss evolving objectives
  • Propose adjustments in strategy and tactics


Athletes and Entertainers

Athletes and Entertainers

Morgan Stanley Global Sports & Entertainment: serving the unique needs of athletes and entertainers.

Kurt is a Sports and Entertainment Director, and part of a division of Morgan Stanley Wealth Management dedicated to serving the unique and sophisticated needs of athletes and entertainers.

Every sports and entertainment profession has its own unique elements, including earnings profiles and variable career spans that can have a major impact on wealth management. A sports or entertainment professional should have a Financial Advisor who knows the industry and how money flows from your work to your wallet. 

As a Sports and Entertainment Director, Kurt was chosen for his experience working with athletes and/or entertainers, so he understands your total financial picture. With he and his team’s credentials, experience and knowledge, they can craft financial strategies that reflect the unique challenges and dynamics that athletes and entertainers face.

What we do
We can help you:

  • Take care of your family without compromising your own future
  • Help you understand the mechanics of your financial well-being
  • Extend your brand or expand your footprint
  • Stretch peak earnings and plan for your lifetime
  • Build, buy, borrow and understand how to navigate the financial world
  • Make the difference you want to see in the world
Examples of our services
  • Developing a sustainable budget
  • Determining and articulating your financial goals
  • Setting financial boundaries that help safeguard your money
  • Creating strategies to help preserve, grow and transfer wealth
  • Analyzing investment and/or business opportunities
Working to earn your trust
  • Advanced training and uncommon experience
  • A group dedicated to your needs
  • Comprehensive wealth management
  • A customized plan for every client
  • Backed by one of the worlds largest and most respected financial services firms
     


Meet The MPT Wealth Management Group

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

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

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

Wealth Management for Athletes and Entertainers

  • Investment Management
  • Wealth Transfer & Philanthropy
  • Private Banking Solutions
  • Family Governance & Wealth Education
  • Lifestyle Advisory

Ready to start a conversation? Contact The MPT Wealth Management Group today.

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