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  • Published Date

    August 2, 2018
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Wealth Planning You Can Build On Some of us approach wealth planning by leaving it entirely to the 'experts, often not fully understanding what it is they have recommended we do, while some of us throw up our hands and do nothing, Neither way is very wise.' Robert B. Seaberg, PhD, former Wealth Planning Managing Director at Morgan Stanley Wealth planning that is, the integration of lifestyle planning, asset preservation and wealth transfer issues can seem a daunting, almost overwhelming task. And the more assets we have, the more complex the task can seem This is why our family business, The CGE Group at Morgan Stanley, encourages families to discuss their specific wealth planning goals with us in a private setting, These conversations along with a comprehensive wealth plan can become even more critical when families are faced with a transitional period, such as a significant life event. We can help you plan for these events We invite you and your family to contact ours to learn more about how we are helping families grow, protect, and transfer wealth The CGE Group at Morgan Stanley 4 Jubal Early Drive, Suite 260 C. Greg Ellison, CIMA CPWA First Vice President Wealth Advisor Winchester, VA 22601 charles.ellison@morganstanley.com www.morganstanleyfa.comellisonelli Charies M.Eiison, CIMA CPWA First Vice President Financial Advisor Morgan Stanley Investment Management Consultants Association, Inc. owns the marks CIMA (with graph element), and Certified Investment Management Analyst. Certified Investment Management Analyst Greg and Charles Ellison Morgan Stanley Smith Barney LLC offers a wide array of brokerage and advisory services to its dlients, each of which may create a different type of relationship with different obligations to you. Please visit us athttp//www.morganstanleyindividual com or consult with your Financial Advisor to understand these differences 2018 Morgan Stanley Smith Barney LLC. Member SIPC CRC1993244 01/18