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Oakley Wing Group
Oakley Wing Group
at Morgan Stanley Smith Barney
Financial Advisors
64 South Main Street
Essex, CT 06426
tel: 860-443-7100
toll free: 800-289-8890
fax: 860-447-4850
Email Us
Welcome Meet Our Group Services
Welcome

The Oakley Wing Group has been together for more than 12 years and has a combined total market experience of more than 50 years in the business.  No two market cycles are the same.  However, there are always pieces of each that are similar to those that came before it making market and investment experience all that more important.  Recent market activity is positive and we are constructive in both our views and approach to investing, however we expect market volatility to continue for some time.  In a period such as this, the only thing that doesn’t change from one day to the next is the need for sound advice.  Please feel free to contact us at any time.
Services
  • Asset Management
  • Trust Services and Accounting
  • Estate Planning
  • Financial Planning
  • Fixed Income
  • Philanthropic Services
  • Retirement Planning
  • 529 Plans
  • Municipal Bonds
  • Socially Responsible Investing
  • Wealth Management
  • 401k Rollovers
Bulletin Board
  • Under Our Viewpoint you will find the Oakley Wing Group brochure outlining our approach to the markets and how we invest for our clients.
  • See Our Practice for copies of our recent Market & Economic Update presentations.
  • Visit Special Reports for current market commentary on stocks and bonds.
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.
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

Nine Signposts for 2009 (pdf)

100 Point Commentary (pdf)
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