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The Calibogue Group
at Morgan Stanley Smith Barney
Financial Advisors
600 Main Street
Hilton Head Island, SC 29926
tel: 843-689-6646
toll free: 800-824-8083
fax: 843-689-3383
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Welcome

Mission Statement:
 
Our mission is to help enhance our client’s ability to enjoy the fruits of their labor; giving them more time to focus on the priorities that truly fulfill their lives.
 
 
Value Statement:
 
As professionals we recognize and respect the years of service and efforts expended in order to create your wealth.  This wealth has provided a quality of life for you and your family.

Yet, if this wealth is not effectively managed, it can consume your time, your energy and your emotions, many times impeding your ability to live the life you have worked so hard to create.

Therefore, our true value as your team of active wealth advisors is to share these responsibilities with you so that you feel comfortable spending more time enjoying your family and engaging in your passions; while we, together, effectively help manage your wealth.

 
Services
  • Asset Management
  • Estate Planning
  • Endowments and Foundations
  • Corporations
  • Family Consulting
  • Financial Planning
  • Fixed Income
  • Foreign Exchange
  • 529 Plans
  • Executive Financial Services
  • Corporate Trust Services
  • Corporate Cash Management
  • Cash Management
  • Business Succession Planning
  • Education Planning
  • Exchange Traded Funds
  • 401k Rollovers
  • Insurance Services
  • Certificates of Deposit
  • Annuities
Bulletin Board
  • See Special Reports for the November On the Markets. November's lineup includes "Let's Get Real" Real yields, which are yields adjusted for inflation, are now very good for high-grade corporate bonds and high yield bonds. In addition, the real earnings yield for the S&P 500 is quite high, too. These attractive real yields give investors an opportunity to get well ahead of inflation argue Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and Global Investment Strategist Charles Reinhard in this month's cover story.
  • View your Forms 1099, access tax calculators and software, and get other important tax information in the Tax Center. To visit the Tax Center see Key Links.
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.
FEATURED REPORTS

On the Markets (pdf)
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Morgan Stanley Smith Barney
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