Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth.
Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources.
The Malone Neuhaus Group at Morgan Stanley Private Wealth Management is a 9-person team focused exclusively on the wealth management needs of exceptional clients. By placing clients’ goals first, the team currently manages more than 78.8 billion in assets for approximately 150 families and client’s charitable entities. The clients live throughout Northern and Southern California as well as across the country.
The Malone Neuhaus Group is committed to offering tailored advice and solutions to enhance our clients’ financial and social capital for today and future generations.
According to Statista; advisor.morganstanley.com. Source of photo: internet
