The Lansat Group at Morgan Stanley Smith Barney is a family team who helps other families to achieve their financial, social and legacy aspirations. We strive to accomplish this by an unwavering commitment to Private Wealth Management.
The Lansat Group seeks to offer the unique personal experience of an elite financial boutique. Being a part of one of the largest and strongest financial firms in the world allows our team to provide clients with a truly differentiated experience.
Our goal is to help preserve and grow the wealth of our clients. We look to achieve this by understanding our clients broadly and deeply enough to find opportunities that add value to their financial objectives and life aspirations. We can then determine what’s really important and develop actionable, flexible strategies to help them meet their financial needs.
After getting to know our clients and their families, we hope to anticipate changing circumstances and advise accordingly on what appropriate investment strategies for them to make.
- A key component of any financial plan is life insurance. Speak to us about receiving a complimentary insurance review.
- Estate Planning is essential in seeing that your assets pass according to your wishes. Speak with us to learn more.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.