What is your client mission and how do you provide added value?
On a proactive basis we deliver the finest financial thinking, solutions, education and client services to help our clientele achieve their retirement and wealth management needs. We are focused: our practice is high net-wealth investors seeking solutions to complex wealth scenarios. Typically, this means corporate executives, highly compensated professionals, business owners (and their business), as well as those who come into inheritance. Because we work with high net-wealth people we are experienced in arenas such as trust set-up and management, estate planning and tax-advantaged gifting strategies. We are also well-versed in setting up and administering foundations and endowments designed to fulfill our clientele’s passionate philanthropic dreams. Our clients truly want to make a meaningful difference in the lives of others. So to help them, we take a deep dive with each client and immerse ourselves in what is meaningful in their life. The outcome: each client is delivered an ownable, unique plan. Importantly, we believe an air-tight wealth management plan includes a great deal of time spent on risk-management strategies—so we manage both sides of a client’s balance sheet. This means we assist our clientele with customized insurances, as well as retail and commercial banking and lending solutions through our access to Morgan Stanley Private Bank.
How does your team differentiate itself from other wealth advisory groups?
Our team is unique in that we are a true family practice: father, daughter and son. That’s not common in this business. In addition, because we focus our efforts on high net-wealth clientele we often accomplish our mission by introducing a client (or referral) to our firm’s Wealth Planning Center. Together, the Militti Group and the Wealth Planning Center bring tremendous experience and perspective to help develop and execute highly sophisticated retirement and multigenerational wealth strategies. It is great to see our clientele wowed with the breadth and depth of services we and our firm can offer them. The truest satisfaction we see is our clientele worry less, so they spend more time enjoying their life and family.
Morgan Stanley and its Financial Advisors do not provide tax or legal advice. Individuals should seek advice based on their particular circumstances from an independent tax advisor. Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates. Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC. Morgan Stanley Smith Barney LLC. Member SIPC.
The Militti Group at Morgan Stanley
13625 California Street, Ste. 400
Omaha, NE 68154