Top Content Curve
The Schwab Group
The Schwab Group
at Morgan Stanley Smith Barney
Financial Advisors
1850 K Street Northwest
Suite 900
Washington, DC 20006
tel: 202-862-2896
toll free: 800-424-3209
fax: 202-857-5460
L - R: Ted Schwab, Stephanie Chak, Jeremy Dover
Email Us
Welcome Meet Our Group
Welcome

Our team is dedicated to providing comprehensive strategies to our
clients facing the numerous and complex challenges created by
substantial wealth. Their concerns include:
 
* Maintaining their lifestyle in retirement.
* Positioning their assets for the next generation while minimizing
   estate taxes.
* Minimizing income and capital gains taxes.
* Supporting charitable causes.
* Protecting their assets from creditors and litigation.
* Creating a legacy that will keep their family productive.
* Forming a succession or exit plan for their business.
* Diversifying or hedging a concentrated investment
* Raising capital for a new venture or some other purpose. 
 
If these or any other topics are of interest to you, we’d welcome
the opportunity to discuss them with you.
Bulletin Board
  • Please see Our Viewpoint on the left for a copy of our latest Newsletter.
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

On the Markets (pdf)
Bottom Content Curve
Morgan Stanley Smith Barney
New Relationship & Revised Terms of Use

Welcome to the web site for Smith Barney online clients and guests of Morgan Stanley Smith Barney LLC ("MSSB"), a joint venture formed by the combination of the Global Wealth Management Group of Morgan Stanley & Co. Incorporated and the Smith Barney division of Citigroup Global Markets Inc. You have reached this site because you are a client or a guest web site user of smithbarney.com.

Throughout the site, any references to Smith Barney, the Smith Barney division of Citigroup Global Markets Inc. or terms such as "the firm," "we," "us," "our" or similar terms should be read on this site as the Smith Barney channel of Morgan Stanley Smith Barney LLC. The Terms of Use and other provisions and disclosures such as the site's online privacy statement that govern your use of this site and any of its services have been revised so that such terms, provisions and disclosures are now between you and the new firm, MSSB. Your continued use of the site indicates your agreement with its revised terms of use as amended.

Morgan Stanley Smith Barney LLC is registered with the Securities and Exchange Commission as a broker/dealer and investment advisor. Some products or services may continue to be available though Citi or Citigroup Global Markets Inc. Read more on the "Statement of Morgan Stanley Smith Barney LLC and Citigroup Global Markets Inc. Responsibilities" that describes their respective roles and functions.

© 2009 Morgan Stanley Smith Barney LLC. Member SIPC. Accounts carried by Citigroup Global Markets Inc. All rights reserved.
[Accept]