SummaryAs a Private Wealth Advisor for Morgan Stanley Private Wealth Management in Menlo Park, California, Anthony Schmidt collaborates with his team to develop customized financial plans and execution strategies for ultra high net worth clients and their families. Areas of focus include:• Financial advisory• Alternative investments• Investment management• Strategic financial planning• Risk management• Cash management and lending solutionsAbout the team:Composed of experienced and technology-savvy professionals, our team has long been driven by a passion for building deep client relationships. We share a desire for helping our clients achieve financial independence and for being the single point of contact for all of their financial needs. With our select, high net worth clientele of accomplished entrepreneurs, corporate executives, early technology employees and private investors in Silicon Valley, our client focused, financial planning centric approach helps our clients maintain and growth their assets, secure their legacy and address the myriad of challenges that come with managing significant wealth. Our access to the strength, stature, and resources of Morgan Stanley helps enable us to act as a quarterback for the entire wealth management process for our clients, freeing them to focus on their personal and professional priorities.” .
Listed skills include Financial Services and Services.
