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The Schwab Group
at Morgan Stanley Smith Barney
Financial Advisors
1850 K Street Northwest
Suite 900
Washington, DC 20006
tel: 202-862-2896
toll free: 800-424-3209
fax: 202-857-5460
Email Us
Welcome Meet Our Group
Welcome

Our team is dedicated to providing comprehensive strategies to our
clients facing the numerous and complex challenges created by
substantial wealth. Their concerns include:
 
* Maintaining their lifestyle in retirement.
* Positioning their assets for the next generation while minimizing
   estate taxes.
* Minimizing income and capital gains taxes.
* Supporting charitable causes.
* Protecting their assets from creditors and litigation.
* Creating a legacy that will keep their family productive.
* Forming a succession or exit plan for their business.
* Diversifying or hedging a concentrated investment
* Raising capital for a new venture or some other purpose. 
 
If these or any other topics are of interest to you, we’d welcome
the opportunity to discuss them with you.
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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.
*Includes years at Smith Barney, affiliates and predecessor firms.
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.
FEATURED REPORTS

2009 Year-End Tax Planning Guide (pdf)

On the Markets (pdf)
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Morgan Stanley Smith Barney
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