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The Vick/Cho Group
The Vick/Cho Group
at Morgan Stanley Smith Barney
Financial Advisors
111 Santa Rosa Avenue
Suite 200, PO Box 1030
Santa Rosa, CA 95404
tel: 707-571-5778
toll free: 800-752-5340
fax: 707-526-1103
Email Us
Welcome Meet Our Group
Welcome

We are "all financial things to some people." As relationship managers to our clients' other professional advisors, we focus on the true needs of the client: Life Planning, Risk Management, Credit & Liability Management and Asset Management. Our mission is to provide you with the utmost care and personalized service. Through financial planning we will help you create wealth management strategies. We focus on accumulating and preserving your assets as well as addressing your liabilities and unique circumstances. We seek to enrich the lives of our clients.
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  • As Financial Advisors whose focus is on wealth management, we know all about the special issues you face as a business owner, like creating a transition plan or finding the funds to launch a new venture. We can help with more than your personal investments—talk to us about your business needs, too.
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.
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