The Coulter Group - Morgan Stanley - Santa Cruz, California

Introduction to The Coulter Group – Morgan Stanley

For individuals and families seeking expert financial consulting and comprehensive investment services, The Coulter Group – Morgan Stanley presents a distinguished option. Located in Santa Cruz, California, this branch of Morgan Stanley is dedicated to providing tailored wealth management solutions. The group operates under the umbrella of a globally recognized firm, benefiting from its extensive resources and deep industry expertise. This overview will delve into the specifics of The Coulter Group, including its location, services, accessibility features, and current standing based on available information.

Location and Contact Information

The Coulter Group – Morgan Stanley is situated at 6004 La Madrona Dr, Santa Cruz, CA 95060, United States. Individuals interested in connecting with the team can reach them directly at Phone: 8314405200. Their website, advisor.morganstanley.com, serves as a central resource for accessing detailed information about their services, team members, and investment philosophy.

Specialties and Services Offered

The Coulter Group specializes in providing a wide range of financial consultant services, primarily focused on wealth management. Their core offerings typically include:

• Investment Management: Constructing and managing personalized investment portfolios designed to align with clients’ specific goals, risk tolerance, and time horizons.
• Retirement Planning: Developing strategies to help clients achieve their retirement objectives, considering factors such as income needs, asset allocation, and tax optimization.
• Estate Planning: Collaborating with legal professionals to assist clients in creating comprehensive estate plans, including wills, trusts, and beneficiary designations.
• Financial Planning: Providing holistic financial planning services that encompass budgeting, cash flow management, insurance planning, and tax strategies.
• Private Wealth Management: Catering to high-net-worth individuals and families, offering bespoke solutions tailored to their unique circumstances.

Accessibility Features

The Coulter Group – Morgan Stanley demonstrates a strong commitment to inclusivity and accessibility. The office location at 6004 La Madrona Dr is equipped with several key features:

• Wheelchair-Accessible Car Park: Ensuring convenient access for individuals utilizing mobility devices.
• Wheelchair-Accessible Entrance: Facilitating seamless entry into the facility.
• Wheelchair-Accessible Toilet: Providing a comfortable and accessible restroom option.
• Toilet Facilities: Standard restroom facilities are available.

Client Feedback and Reputation

Currently, The Coulter Group – Morgan Stanley has 0 reviews on Google My Business. This indicates a limited amount of publicly available feedback at this time. The average opinion is 0/5, which suggests a lack of recent customer reviews. It's important to note that a lack of reviews does not necessarily reflect the quality of service provided; it simply indicates a limited number of publicly shared opinions. Potential clients are encouraged to conduct thorough research and seek references before engaging with any financial advisor.

Background on Morgan Stanley

The Coulter Group operates as part of Morgan Stanley, a globally recognized leader in the financial services industry. Morgan Stanley boasts a long history of providing investment banking, securities, wealth management, and investment management services to a diverse clientele. The firm’s reputation is built upon a foundation of integrity, expertise, and a commitment to client success. Being part of Morgan Stanley provides The Coulter Group with access to a vast network of resources, research capabilities, and industry knowledge.

Recommendations and Next Steps

Given the limited publicly available reviews, it is highly recommended to schedule an appointment with The Coulter Group – Morgan Stanley to discuss your individual financial needs and assess their suitability as your wealth management advisor. You can easily arrange an appointment by contacting them at the phone number provided or through their website. During the initial consultation, you should inquire about the team members’ qualifications, experience, and investment philosophy. Asking about their approach to portfolio construction, risk management, and client communication is also advisable. Thorough due diligence is crucial when selecting a financial advisor, and The Coulter Group – Morgan Stanley offers a potential avenue for exploring a collaborative relationship.