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The Bridges Group
at Morgan Stanley Smith Barney
Financial Advisors
4350 La Jolla Village Drive
#1000
San Diego, CA 92122
tel: 858-597-7777
toll free: 800-821-4593
fax: 858-597-0455
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Welcome

We seek to understand our clients broadly and deeply enough to find the opportunities that add value not only to their financial objectives, but also to their life aspirations. We determine what’s really important and develop actionable, flexible strategies to help them meet their financial needs. We also design socially responsible investing portfolios for those who want to truly align their values with their investments, while also helping to deliver the financial returns that they desire.
Services
  • Wealth Management
  • Retirement Planning
  • Estate Planning
  • Education Planning
  • Executive Financial Services
  • Professional Portfolio Management
  • Cash Management
  • Stock Option Plans
  • Alternative Investments
  • Fixed Income
  • Lending Services
  • Long Term Care Insurance
  • Futures
  • Commodities
  • Exchange Traded Funds
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  • We are very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. We will do our utmost to meet your highest expectations.
  • With our Wealth Planning Center experts, we'll help you address issues ranging from management of risk to philanthropy. We can help ensure that, whatever your objectives are, your personal and family values are at the heart of all of your planning.
  • We can help you better understand and manage your equity compensation. Speak with us to learn more.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
FEATURED REPORTS

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100 Point Commentary (pdf)

Nine Signposts for 2009 (pdf)
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Morgan Stanley Smith Barney
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