The Jordan Group at Morgan Stanley Private Wealth Management is a team of financial professionals with diverse talents and experience dedicated to serving the complex wealth management needs of our affluent clients. We provide access to the skills and resources of our team and the firm to help meet the myriad of challenges that come with managing wealth. We provide comprehensive wealth management through strategic and tactical investment recommendations and intergenerational planning. We take a values-based approach that focuses on a family’s specific objectives, tax structure, time horizon and risk tolerance, while taking into account the overall economic and financial market conditions on an ongoing basis.
When I get divorced, what should I expect from an advisor?
If you add into the emotional and financial whirlwind that is called divorce a high net worth and sizable assets, you take the stress and complexity of divorcing to a whole new level. So, for spouses of means, enlisting the help and advice of professionals is of added importance. And hiring a divorce lawyer is only a start. In particular, if your knowledge […]
