Managing wealth has never been more complex. In today’s environment, clients require a wealth management team that understands these unique challenges, and can deliver coordinated solutions to help meet them.
Accordingly, the Shafer Barber Winkler Group at Morgan Stanley Smith Barney provides a central point of access to world class financial services both within and outside our firm. We manage and organize these solutions to simplify our client’s financial lives. Our clients derive great confidence and comfort from this synchronized approach.
Moreover, wealth management is not a static endeavor. Because the world is constantly changing, our approach to wealth management is dynamic. While each of our clients has a strategic plan that is focused on long-term goals, we vigilantly review changing conditions and respond proactively.
Our clients appreciate the high-touch, concierge level service provided by our team. To ensure that we deliver a customized approach, each partner works with a limited number of families. This allows us to provide responsive and personalized service.
If you would like to bring organization to a complex world, you may appreciate the dynamic, comprehensive and attentive approach you’ll experience with the Shafer Barber Winkler Group.
You can access your investment accounts by clicking on Log On To Your Portfolio on the right-hand side of this page.
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.
See Market Insights for the May On the Markets from the Global Investment Committee featuring
• "Here We Go Again?" After strengthening earlier in the year, US economic data has begun to weaken. We saw this "growth scare" in 2010 and 2011, and in both cases, equity markets pulled back. Is this pattern going to repeat?
• "Seek Return of Capital via Dividends and Buybacks" In our view, return of capital remains an important theme in the US equity market. That means investors should seek companies that return capital to shareholders by raising dividends and/or buying their shares.
• "Q&A: Running With the Recession Forecast" Lakshman Achuthan, chief operations officer of the Economic Cycle Research Institute, speaks with Charles Reinhard, Morgan Stanley Smith Barney's deputy chief investment officer, about the economic indicators behind the forecast.
Plus, look for more on European equities, Treasury bonds, corporate bonds and municipal bonds.
