Envision Legacy Group - Morgan Stanley - Beverly Hills, California

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Envision Legacy Group – Morgan Stanley: A Comprehensive Overview

For individuals and families seeking comprehensive and sophisticated financial consulting and investment services, Envision Legacy Group – Morgan Stanley presents a noteworthy option. This specialized team within Morgan Stanley is dedicated to crafting personalized strategies designed to safeguard and grow wealth across generations. They operate from a prestigious location in Beverly Hills, California, and offer a level of service geared toward clients with significant assets and complex financial needs.

Location and Contact Information: Envision Legacy Group – Morgan Stanley is strategically situated at 9665 Wilshire Blvd #600, Beverly Hills, CA 90212. Prospective clients can easily reach them by phone at 02054939. Their website, advisor.morganstanley.com, provides valuable resources and detailed information about their services and team.

Key Features and Specialties: Envision Legacy Group specializes in a range of financial disciplines including:

• Wealth Management: Developing and implementing strategies to manage and grow client assets.
• Retirement Planning: Creating customized retirement plans to ensure financial security in later life.
• Estate Planning: Offering guidance on estate planning to optimize wealth transfer and minimize tax liabilities.
• Investment Management: Constructing diversified investment portfolios aligned with client goals and risk tolerance.
• Philanthropic Planning: Assisting clients in integrating charitable giving into their overall financial strategy.

Accessibility and Amenities: Envision Legacy Group demonstrates a commitment to inclusivity. The office building features a wheelchair accessible entrance, wheelchair accessible parking lot, and a wheelchair accessible restroom, ensuring a comfortable experience for all clients. Restrooms are also available. Appointments are strongly recommended to facilitate a focused and productive consultation.

Client Feedback and Reputation: Currently, Envision Legacy Group – Morgan Stanley has 0 reviews on Google My Business, reflecting a limited amount of publicly available feedback at this time. The average opinion is 0/5, indicating a lack of reviews. However, as a Morgan Stanley team, they benefit from the firm’s established reputation and resources.

Why Choose Envision Legacy Group This team offers access to the resources and expertise of Morgan Stanley, a globally recognized leader in the financial services industry. They are adept at navigating complex financial landscapes and providing tailored solutions to meet individual client circumstances. Their focus on legacy planning distinguishes them, reflecting a commitment to building long-term wealth strategies.

Recommendation: Considering the specialized nature of their services and the potential benefits of aligning with a reputable firm like Morgan Stanley, we recommend that individuals seeking sophisticated financial consulting and investment services visit the Envision Legacy Group – Morgan Stanley website at advisor.morganstanley.com to schedule an appointment and explore how their expertise can assist in achieving their financial goals.

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