The SPM Group at Morgan Stanley

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The SPM Group

OUR MISSION STATEMENT

Making the right financial decisions are harder than ever. There is no reason to go it alone. We have one purpose – to help each client realize their life’s goals.

Our Story and Services

The SPM Group

is an independent wealth management practice in the Beverly Hills office of Morgan Stanley.  For over two decades our team has focused on families – understanding their unique needs, and designing strategies to help them achieve their goals.   It’s an old adage that with great wealth comes great responsibility.  Our clients know we are with them every step of the way so they never have to go it alone.

Through our years of experience we have learned some important truths that today represent our core values and beliefs … 

  • We believe clients deserve advice tailored to them
  • We believe clients should be supported by a team of professionals
  • We believe in taking the time to inform and educate
  • We believe in always being accessible and responsive
  • We believe that we owe it to you to leverage the most up-to-date tools and resources available today to better provide premium advice and service

In addition to customized wealth management strategies, we work to simplify your life by integrating into our offering to our clients administrative and lifestyle management services, including Goals-Based Life Planning, Long Term Care & Life Insurance, Trust and Estate Planning Strategies, Lifestyle Advisory and Philanthropy Management.

Bottom Line:  Our team is dedicated to helping our clients realize the full reward of their life’s work.





Services Include

  • Wealth Consulting
  • Wealth Management
  • Professional Portfolio Management
  • Estate Planning Strategies
  • Financial Planning
  • Retirement Planning
  • Lending Products
  • Asset Management
  • Cash Management
  • Fixed Income
  • Alternative Investments
  • Endowments and Foundations
  • Life Insurance
  • Long Term Care Insurance
  • Annuities
  • Philanthropic Services
  • Planning for Education Funding
  • 529 Plans
  • Planning for Special Needs Individuals
  • Sustainable Investing


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

Global Sports & Entertainment

You have that something extra, the star quality, the intangibles that put you on top in fiercely competitive industries. You already have the vision but you may need the plan. Your distinct needs inspired the creation of Morgan Stanley Global Sports & Entertainment.

Sports and Entertainment Directors

are uniquely qualified to address the needs of:


 
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Every sports and entertainment profession is unique with its own characteristics, earnings profile and variable career span. You require a Financial Advisor who knows the industry and how money flows from your work to your wallet. Our Financial Advisors are Sports and Entertainment Directors, chosen for their advanced experience working within very specific fields. They understand the total financial picture and craft creative financial strategies that account for the unique challenges and dynamics of our clients’ careers.

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Financial Planning

What are your hopes and dreams?

Our approach to wealth planning focuses on what is most meaningful to you.
Whether meeting with you for the first time or reviewing your progress and life goals, this is our priority.
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Leveraging our vast resources—we can work with you to create a personalized wealth strategy. Our approach to Wealth Management is formal yet flexible.  Over time, we can adapt it to changing circumstances, helping you to achieve—and to protect—your goals.  

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Impact Investing

Every dollar you send into the world makes an impact.

For us at Morgan Stanley, it is clear that the solutions to global challenges can only achieve the required scale if they can attract a mass of private capital. To this end, we’ve established the Morgan Stanley Institute for Sustainable Investing to lead work across our firm, with our clients, and with academic institutions to help mobilize capital to sustainable enterprises, via global markets and the investors who drive them.

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Our client-centered approach helps the families, individuals and organizations we serve to invest in a way that aligns their values with their investments. By drawing from the firm’s wide array of capabilities, Morgan Stanley has been able to leverage its market position as a leading Wealth Management firm to empower our clients to Invest with Impact. 

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Every dollar you send into the world makes an impact...What do you want your impact to be?

For more information:

Click here to go to the Institute for Sustainable Investing
Click here to go to Investing with Impact


High Net Worth Families

As your family grows and your wealth increases, you may face more subtle and profound wealth management issues.
No matter the stage we have the tools & resources to help you navigate through your most pressing questions.

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The Family Governance & Wealth Education group helps ultra-high net worth families strive to maximize the value of their human capital by driving family wealth education, making it more likely that all members of the family will have the foundation they need to lead meaningful, fulfilled and engaged lives.  We address different aspects of family wealth and come up with a solution for each of your unique needs.


Location

Location

  • 9665 Wilshire Blvd Ste 600
  • Beverly Hills, CA 90212

  • 21650 Oxnard Street Ste 1800
  • Woodland Hills, CA 91367

Meet The SPM 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

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

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