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 Investing and Market Insights for the June On the Markets from the Global Investment Committee featuring

    • "Austerity Backlash" Voters in France and Greece rail against severe budget cuts and higher taxes, risking a showdown with lenders that could further jolt markets and challenge the viability of the Euro Zone.

    • "Investment Themes From the Oracle of Omaha" Superinvestor Warren Buffett offered hours of opinions and insights at a recent shareholder meeting. Equity Strategist Hernando Cortina attended the session and reports back on some of Buffett's his investment themes.

    • "Power Brands: Winning the Global Battle for Consumers' Spending" A company's potential to produce a power brand today depends on its ability to adapt to the main trends driving brand success: globalization and technological innovation.

    Plus, look for more on European equities, Treasury bonds, 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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