at Morgan Stanley Smith Barney
Suite A
Kennewick, WA 99336
toll free: 800-426-6127
fax: 509-735-6969
- You've worked hard to build your retirement assets. Isn't it time they were professionally managed? E-mail me for more information about our Portfolio Management Program.
- 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.
- Our mission is to help clients build, manage and preserve wealth through sound investment management, and provide valuable custom tailored service that is a long term resource. To learn more about our process please click on Our Practice.
Portfolio Management Group: Bringing Professional Money Management Closer to Home (pdf)
Portfolio Strategist Digest (pdf)
Equity Market Daily (pdf)

