The Wave Group at Morgan Stanley

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The Wave Group

OUR MISSION STATEMENT

Excellence in helping clients like you with your personalized investment and financial strategies

Our Story and Services

About Message

Financial Planning with the Wave Group

Just as waves are created by energy passing through water, your wealth has been created by the energy you’ve invested in building a prosperous career and a comfortable life for your family. We, as The Wave Group at Morgan Stanley, make it our mission to help you preserve and grow what you’ve worked so hard to achieve for you and your loved ones.

Just as every individual is unique, so should be their wealth management strategy. Through collaboration, we work with you to produce custom tailored strategies that adhere to your values, concerns and aspirations. We initiate every relationship with a conversation, in order to get to know you not just as an investor, but as an individual.

We recognize the importance of asking the right questions and carefully listening to what your requirements are. By understanding your goals and incorporating those goals into a cohesive, personally integrated strategy, we strive to initiate personalized plans designed to help you achieve them. By ensuring equal access to resources available at Morgan Stanley, we strive to add value on both sides of your balance sheet and in every aspect of your financial life.

Morgan Stanley Smith Barney LLC offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you.  Please visit us at http://www.morganstanleyindividual.com or consult with your Financial Advisor to understand these differences.

Services Include

  • Financial Planning
  • Retirement Planning
  • Wealth Management
  • 401(k) Rollovers
  • Trust Accounts
  • Estate Planning Strategies
  • Professional Portfolio Management
  • Corporate Pension Funds
  • Corporate Retirement Plans
  • Endowments and Foundations
  • Executive Financial Services
  • Sustainable Investing
  • Philanthropic Services


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

Our Clients

Clients

Your Goals and Concerns Change as Life Changes 


Your life is constantly evolving, and the markets are always fluctuating, often in unpredictable ways.  Our purpose is to help you prepare—and plan for—both anticipated and unanticipated events, so you can maintain your financial stability through the highs and lows of life and the ups and downs of the markets. Whatever the future brings, we are with you every step of the way, riding the waves together.

We have been compassionately serving clients in the heart of historic Williamsburg for over two decades. 

We follow a structured yet flexible approach. We start with finding out your needs and goals and then we assess your existing portfolio to see how your goals and investments line up. After we define a strategy combining your both your financial and impact goals. Once agreed on, we implement the strategy and will monitor the impact and results. We check back in with you periodically and will revise our strategy if necessary.

 If you are actively pursuing assistance for effective management of your assets for the future or strengthening and preserving your financial infrastructure, then we look forward to learning more about you and discussing how we can help you achieve your most significant goals. 


Community Involvement

Community Involvement


Through our various volunteering experiences, we’ve had the great fortune of having met some of the most involved individuals within our community here at Williamsburg, VA.


Transforming Passion into Action

Do you have a passion that you'd like to transform into an actionable plan that benefits others? We can help you:

  • Define your charitable interests and identify nonprofits that work in those areas
  • Select charitable vehicles that may address your needs
  • Implement plans to help ensure that your charitable dollars are well spent
  • Seek nonprofit board placements that complement your passion
  • Conduct research on specific charities and areas of charitable interest
  • Introduce you to like-minded philanthropists
  • Find ways to involve children and other family members in your giving
  • Offer Foundation Management Services, a sophisticated, turn-key, back-office solution for family and corporate foundations

Please contact us if you have any questions or would like to discuss ways of incorporating charitable giving into your overall wealth strategy and intergenerational planning. 

Location

Location

  • 437 W Duke Of Gloucester Street
  • Williamsburg,  23185


    Working With You

    Working With You

    Goals Planning System | GPS : 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.


    Leveraging our vast resources—including intellectual capital, experience and dedicated personal service—we can work with you to create a personalized wealth strategy. Over time, we can adapt it to changing circumstances, helping you to achieve—and to preserve—your goals.

     






    Experience

    Experience

    Freedom, Access, and Information

    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 & 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. Your wealth strategy doesn't just consider your investment objectives. Rather, it is tailored to address the personal life goals you've  identified and prioritized. 

    Using our suite of tools - our Asset Aggregation, we can create your personal roadmap to help achieve and protect your goals - a framework that makes the connection between your life goals and your financial resources, and provides a baseline for future discussions

     

    With the Morgan Stanley Mobile App, you can:


    -Manage your everyday finances with a full suite of personal cash management functions that enable you to pay bills, deposit checks3 and transfer funds between your Morgan Stanley

    -Accounts or to and from other financial institutions on the go.

    -Easily log in with Touch ID2

    -Access your investment portfolio to check asset allocations and holdings from the convenience of your mobile device. You can also view projected income and certain loan accounts.

    -View pending activity on your account, including mobile deposits, debit card transactions and bill payments.

    -Scan and deposit checks3 drawn on a U.S. bank, anytime, anywhere1 using cutting-edge imaging technology. Our app allows some of the highest deposit limits in the industry

    -Receive important account alerts, including Low Available Cash/No Available Cash Alerts and transaction notifications.

    -Access up-to-date news, research, company profiles and quotes

    -Access select documents 

    -Call Morgan Stanley directly, with just a tap


    Meet The Wave 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

    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

    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

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

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