The South Bay Group at Morgan Stanley

Since 2001, the South Bay Group at Morgan Stanley has been helping our clients make smarter decisions regarding their investments and overall financial health. As fiduciaries, our independent wealth management process eliminates conflicts of interest, and puts clients' needs first. Our process is designed to help us understand the unique needs of each client, to identify gaps between a client's present financial situation and where they want to be in future, and to identify solutions to fill those gaps. Our process also enables us to provide unbiased financial advice, along with personalized, tax-efficient investment strategies that are updated as clients' needs change during their lifetimes, and beyond. Our services include hands-on investment management which is fully customizable and can include socially and environmentally aware, and/or religiously aware investing upon request, Our services also include asset preservation strategies, insurance, retirement planning, estate planning strategies, and access to lending solutions where needed. Importantly, in addition to helping our clients build wealth, reduce taxes, and minimize the risk of outliving their savings, we also focus on helping our clients deal with life's transitions. These include helping clients prepare for retirement, deal with divorce, the death of a spouse, looking after aged parents and their estates, controlling inheritances. The diversity of our caring team members' experiences has been invaluable in helping clients, as is our collaboration with clients' attorneys and tax advisors, as needed. Some example case studies are shown under the "Our Clients" tab. More detailed overviews of our wealth management process and our investment process can be found in the "From Our Team" section. Our fee schedule is available on request. Please contact us on 310-543-0287 to schedule an appointment.