The Scott House Group at Morgan Stanley

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The Scott House Group


Tailored wealth management to help you reach your financial goals.

Our Story and Services

Our Story

The Scott House Group at Morgan Stanley provides comprehensive wealth management for successful business leaders. We help clients make the kinds of wise, informed decisions that led to their business success – we gather data, present options, and make a recommendation that reflects your long-term strategy.  Our investment approach is quantitative, goal-driven and logical; we believe in strong relationships, exchanging frank ideas and providing wide-ranging advice.

Services Include

  • 401(k) Rollovers
  • Alternative Investments
  • Asset Management
  • Estate Planning Strategies
  • Executive Financial Services
  • Financial Planning
  • Philanthropic Services
  • Planning for Education Funding
  • Retirement Planning
  • Wealth Management

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

Working With You

Working With You

Many clients come to us via referral; here are some of the attributes that distinguish The Scott House Group.

Comprehensive wealth management

We help clients with a range of decisions involving money and finances.

Logical, goal-oriented approach

A balanced approach to risk and return, based on your goals.

Collaborative model

Most of our clients take an active role in their financial management.

Experience and credentials working with people like you

We can hit the ground running from Day One.

Limited clientele

We work with a select group of clients; we intend to provide each with the service they expect and deserve.

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Our Clients


Regardless of what stage your life is in – moving ahead in your career, enjoying retirement or somewhere in between – The Scott House Group can help you achieve your financial goals.

Do you want to purchase a vacation home, fund your children’s or grandchildren’s education, spend your retirement as you’ve dreamed – or all of the above?  Together, you and The Scott House Group can create a personalized wealth management strategy to help you prepare for a successful financial future.

Using a suite of tools that includes goal-specific analysis, The Scott House Group can work with you to create a realistic, holistic strategy that integrates the various aspects of your financial life, including your investments and cash management needs.  We can also work with you, suggesting modifications as needed to help keep your goals in reach and your strategy on the right course.

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  • 755 East Mulberry, Suite 300
  • San Antonio, TX 78212

    Meet The Scott House Group


    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing


    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


    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


    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 Scott House Group today.

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