We work with professionals, business owners, and retirees to help them attain the lifestyle they need in these times of uncertainty. Our clients have entrusted us with a wide range of their financial issues. We hope that gives them the confidence to spend time on the work they enjoy and with the people they love.
In nearly 30 years in practice, we have developed and refined a multi-step wealth management process. We listen intently and thoroughly to your dreams and fears. We address investment management, wealth transfer, and charitable goals. We have assembled a team of experienced professionals in an ongoing process of working with a few clients where we can show a positive impact.
In case you missed it in Barron's--
Kathy Weber profiled in the national financial press.
Morgan Stanley Smith Barney announced today that Kathleen L. Weber, CFP, CIMA and Julie M. Nagan, CRPC, both Financial Advisors in the firm’s Wealth Management office in Bellevue, WA, have been awarded the ADPA designation. See In The Press for details.
The highest compliment we can receive is the referral of your friends, family and business associates. Please consider sharing this information by clicking on "E-mail This Site to a Friend", or just have them "Google" our team.
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 ("MSSB") reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. MSSB does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
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.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.
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.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .
Morgan Stanley Smith Barney
Log into your portfolio
Investments services are offered through Morgan Stanley Smith Barney LLC, member SIPC.
© Morgan Stanley Smith Barney.
.jpg "772011BarronsWomen_Weber (2).jpg")