The Oaks Group at Morgan Stanley

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The Oaks Group

OUR MISSION STATEMENT

Providing exceptional financial stewardship so you can spend your valuable time focused on what brings joy and meaning to your life.

Our Story and Services

The Oaks Group at Morgan Stanley

With more than 95 years of combined investment experience* and over $1 billion ** in assets under management, our team takes tremendous pride in helping 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 resources of one of the world’s largest financial firms, we will structure a portfolio for you to help bring you closer to your definition of investment success.

In short, your goals become our focus, and working towards them becomes a commitment that we share. We find tremendous joy in our daily work and with the people we are honored to serve.

Welcome to The Oaks Group at Morgan Stanley.



* Barry Garapedian 35yrs, and Seth Haye 13yrs, Gregory Givvin 49yrs,
   and Carlos Garcia 1yr
** As of May, 2017

Services Include

  • Wealth Management
  • Financial Planning
  • Professional Portfolio Management
  • Trust Accounts
  • Lending Products
  • Estate Planning Strategies
  • 529 Plans
  • Retirement Planning
  • Long Term Care Insurance
  • Annuities
  • Cash Management
  • Life Insurance


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

Location

Location

  • 100 N Westlake Blvd, Ste 200
  • Westlake Village, CA 91362


    Working With You

    Working With You

    Our Consultative Process 
     
    Charting a prudent course to financial independence requires a well-conceived, personalized plan with defined long-term goals. Our wealth advisory consultative process can help you design a cohesive plan for the future that includes:

    1 Discovery
    We will begin by exploring many questions to try to capture what matters most to you and fully understand what you want to accomplish with your wealth. We will talk about you, the kind of lifestyle you enjoy, what worries you and what you are passionate about.

    2 Analysis and recommendation

    Based on our discussion, the team will analyze your personal and financial information, including liabilities, and assess risks and identify potential threats to your financial health. We will present you with a personalized plan.  

    3 Implementation

    After you have approved your wealth plan, we will work closely with you to implement it, bringing an objective approach, and paying special attention to how the various parts of your plan can affect, enhance and integrate with each other. Whatever approach we decide on, the team will help you keep your investments on track.

    4 Reviewing objectives

    We believe that ongoing communication is a vital component of our ongoing relationship, and we are committed to keeping abreast of your changing financial needs. Your financial documents provide the foundation for regular meetings, and the team will review your portfolio at your request and whenever you feel that your circumstances have changed.

     

     




    In The Press

    Meet The Oaks 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

    Insights and Outcomes

    Thought Leadership from Morgan Stanley Family Office Resources for our ultra high net worth clients, which contains thought-provoking articles, authored by some of the leading FOR specialists.

    Ready to start a conversation? Contact The Oaks Group today.

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