Brian R Peter-Morgan Stanley

Cultivating enduring relationships as the foundation for developing and executing personalized, comprehensive financial solutions to meet your full spectrum of life goals.

Delivering the experience, resources and personalized service needed to help affluent families address their most complex wealth management issues. A boutique group within a global firm, Private Wealth Management is optimized to serve ultra high net worth individuals, families and foundations.

Working exclusively with affluent families, we create customized strategies to help preserve, enhance and transfer financial and social capital.