Goals-Based Wealth Management

At Morgan Stanley, Goals-Based Wealth Management means that we aim to understand what is important to you and work together to map out a plan that can help you achieve your financial goals.
Goals Are Personal, Wealth Management Should Be Too

Whatever it is you want to achieve, Morgan Stanley is here to help. Working with a Financial Advisor, paired with our technology, is a great way to access advice and build a wealth plan. A Financial Advisor can help you uncover your needs, manage risk, and build a customized plan to help you reach your financial goals.


Our Goals Planning System is built on Morgan Stanley's intellectual capital and capabilities, to provide you with investing and planning solutions for your individual goals.

Source: Morgan Stanley Wealth Management

Goals-Based Planning Process

  1. 1

    Start with a conversation so we can gain a thorough understanding of your financial needs, investments, lifestyle and family – and your goals for the future.

  2. 2

    We work with you to develop portfolio strategies to help you achieve your financial goals and protect the outcomes you envision.

  3. 3

    We look across multiple accounts and products to help you implement investment strategies and other solutions that are an appropriate fit for your goals.

  4. 4
    Track Progress

    We help you track your progress as well as spending and savings to help you remain on track toward your financial goals.

Planning Your Goals

You have meaningful goals. We can help you achieve them. No matter what you want to accomplish, our focus starts and ends with you. Explore how your Morgan Stanley team can help with setting and prioritizing your financial goals.

Explore Our Wealth Management Services

We provide a range of solutions, including investment advice and financial planning, to help meet you where you are—no matter your starting point or preferred approach.
Partner with a dedicated Financial Advisor for ongoing, comprehensive planning, everyday financial and liquidity management, and investment advice.
Get advice and manage your financial plan and portfolio with help from a team of highly skilled Financial Advisors.
Core Portfolios offers a personalized, convenient and low-cost way to start making progress toward your goals with automated investment management.
Invest and trade how you want and where you want with $0 commission trades¹ and award-winning tools and resources from one of the pioneers of digital investing.

Your Finances at Your Fingertips

Easily access your accounts so you can stay informed and keep track of your financial goals with our mobile and online wealth management tools. And when it comes to cybersecurity, safeguarding your assets and personal information is among our highest priorities.