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The Sierra Group
The Sierra Group
at Morgan Stanley Smith Barney
Consulting Group
171 Monroe Ave NW
Suite 800
Grand Rapids, MI 49503
tel: 616-242-5411
toll free: 800-945-8575
fax: 616-771-6099
Email Us
Welcome Meet Our Group Services
Welcome

Although our clients possess a variety of backgrounds, lifestyles and aspirations, all share common goals: increasing the potential value of their assets, reducing risk and managing their portfolios effectively.

Through our product and service offerings, The Sierra Group acts as a gateway to the full resources of our firm. The Sierra Group provides clients with comprehensive global wealth management services, as well as wealth and lifestyle advisory services to help them make intelligent decisions.

The Sierra Group offers extensive investment strategies for successful individuals. These exceptional resources enhance our investment capability, distinguish our approach, and reinforce our commitment to our clients.

Our relationship with you is directed by your particular interests. This conversation will go beyond investments. You will be asked about your family, where you hope to be, your fears and the things that might prevent you from getting what you want.

Services
  • Wealth Management
  • Investment Policy Statements
  • Business Succession Planning
  • Professional Portfolio Management
  • Planning for Special Needs Individuals
  • Socially Responsible Investing
  • Education Planning
  • Defined Contribution Plans
  • Insurance Services
  • Cash Management
  • 401k Rollovers
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  • The introductions that we have received from our clients' business and personal contacts are greatly appreciated. If we can be of assistance to your colleagues, family or friends in helping them to achieve their financial goals, have them contact us.
  • Estate planning can help reduce taxes and maximize the amount you can pass on to your heirs. If you would like to learn more, speak with us.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
FEATURED REPORTS

Insights: Geopolitical Monthly (pdf)

Global Investment Committee: Capital Markets Overview; 3rd Quarter 2009 (pdf)
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