The Pike Place Partners at Morgan Stanley provides comprehensive wealth management strategies to affluent families, customized to help meet their overall financial planning needs. We strive to be our client’s primary source of wealth management advice.Our discussions about wealth management will focus on four key areas that we believe will result in a comprehensive outlook toward your future:Lifestyle Management– Not only your current one, but also the lifestyle you aspire to. We’ll help address your cash flow and future spending obligations, retirement planning, education funding, wealth transfer to heirs, and philanthropy.Risk Management– Recognizing whether you have too much, or not enough risk is another core element we will discuss. Risk management topics include: asset diversification to help you preserve your portfolio against market volatility; helping your family avoid less than ideal circumstances; and even helping you confront fraud activity and reclaim a compromised identity.Asset Management– Asset management goes beyond investment performance. Based on your financial status today, we will help you craft an investment program designed to reach your goals. We can also statistically assess the potential of reaching or exceeding your goals.Liability Management– The right side of your balance sheet is just as important as the left side. Lending solutions can help you realize possibilities that you may not have realized without it. We will show you appropriate strategies that can fund your needs without liquidating assets, sacrificing income or paying gift taxes.Through the process of asking questions, defining priorities, and clarifying goals and values, we strive to give our clients increased comfort and clarity of direction toward achievement of their financial and lifestyle goals.Experience: Developing Financial Goals, Intergenerational Wealth Planning, Retirement Planning, Cash Flow Analysis, Asset Management, Asset & Income