Scott Wealth Management Group - Morgan Stanley Smith Barney Team - Newport Beach, CA
Morgan Stanley Smith Barney
Scott Wealth Management Group
at Morgan Stanley Smith Barney
Portfolio Management Group
660 Newport Center Drive
Suite 1100
Newport Beach, CA 92660
tel: (949) 717-5440
fax: (949) 717-5383
Welcome

As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.




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  • See Market Insights for the February On the Markets from the Global Investment Committee featuring

    • "Stay the Course"  Even though equities, commodities and real estate investment trusts have made gains since early October when we lowered the risk in our model portfolios, we remain cautious; Europe is likely in recession and the chances for a recession in the US are high. 
    • "Investment Ideas for 2012" There are always investment opportunities that offer attractive valuation, portfolio diversification, income generation and other attributes fitting to the times.
    • "Thoughts From a 30-Year Career in the Bond MarketJeffrey Gundlach, who Barron's called "The King of Bonds," shares his views on the economy and the bond market with Charles Reinhard, Morgan Stanley Smith Barney's deputy chief investment officer.
    • Plus, look for more on US equities, European equities, corporate bonds and municipal bonds.     

  • If you would like a complimentary portfolio review or you're in need of a comprehensive financial plan, please give us a call.

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