• Morgan Stanley Wealth Management

    Morgan Stanley Wealth Management

    Categories

    Financial & Investment Advisors

    About Us

    Who Am I?

    I am a CERTIFIED FINANCIAL PLANNER ™ and Financial Advisor who takes a holistic approach in considering your financial goals and am committed to the highest standards of ethical behavior and demonstrated integrity. I provide comprehensive financial planning and customized wealth management for individuals, couples, families, businesses and institutions.

    What We Do Together

    • Help you work towards financial independence
    • Identify and seek to mitigate risk issues
    • Assist you in preparing for your family’s lifestyle needs
    • Assist with retirement plans
    • Coordinate with your tax and legal advisors to anticipate and plan for estate concerns, and
    • Provide access to lending services or recommend lending solutions, where appropriate.

    My Investment Philosophy

    • Work together with you to identify your goals, objectives, time horizon and risk tolerances
    • Design a plan that helps achieve your goals and objectives within your desired lifestyle, and
    • Utilize Single Managed Account institutional money managers, as appropriate.

    The Value I Seek to Bring to our Relationship

    • Assist you to simplify and organize your financial affairs
    • Provide you with an opportunity to see your entire financial picture and understand your options
    • Give you advice that is completely objective, independent and transparent
    • Return back to you control of your financial destiny, and
    • Proactively monitor and report on your plan to help ensure its progress.

    Video Media

    Highlights

    • Navagating Your Financial Future
    • Preparing for Retirement

    Images

    Rep/Contact Info

    Card image cap
    Nelson R Maler, CFP®
    Vice President -- Wealth Management
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