The BGR Group - Morgan Stanley Private Wealth Team - Boston, MA
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The BGR Group
At Morgan Stanley Private Wealth Management

125 High Street 22nd Floor
Boston, MA 02110
(617) 757-8887 / Main
(855) 602-3911 / Toll Free
(617) 748-1577 / Fax
Welcome

The BGR Group at Morgan Stanley Private Wealth Management is a cohesive team of dedicated financial professionals with complementary capabilities, perspectives and experience. We combine our talents to serve a select clientele of highly affluent families and individuals, helping each to create a comprehensive wealth management plan based on their specific needs, goals and challenges. We also work with a small group of institutional clients, focusing on investment strategy and implementation.

A Boston-based practice, we work with clients who reside throughout the United States and abroad. We are as well versed in the unique financial needs of offshore investors as we are with those who created their wealth by building successful businesses here in New England. In fact, we view where you live as just one of many factors that create your unique set of planning challenges and opportunities.

We believe that real, sustainable value is created by consistently combining the right people, solutions, and services with the intangibles that drive successful planning and execution—listening, understanding, proactively communicating, adapting, problem solving, anticipating, serving. We encourage our clients to measure our performance by how effectively we help them meet or exceed their long-term financial goals, and the degree to which we help them relax and enjoy the wealth they created.

We would welcome the opportunity to learn more about you and explore whether our team might be the right fit for you.

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

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  • See June On the Markets from the Global Investment Committee featuring

    "Just Peachy"  Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., says the kick-off to summer is often a time when investors ask, “How we doin’?” The answer: just peachy. Global equities and bonds so far have earned what would be heady returns for a whole year.

    “(Tech)nical Floor for Profit Margins”  S&P 500 profit margins are at a peak and, given that they tend to be cyclical, might be expected to decline. Even so, Daniel Skelly, senior equity strategist for Morgan Stanley Wealth Management, says big tech stocks with plump margins may keep the S&P’s margins higher than in past cycles. 

    “How Shrinking the Fed’s Balance Sheet Could Play Out”  In October, the Federal Reserve is expected to start shrinking its balance sheet by halting reinvestment of both Treasury bonds and mortgage-backed securities. Adam Richmond, Matthew Hornbach and Jay Bacow, fixed income strategists for Morgan Stanley & Co., examine the ripple effects this policy may have on fixed income markets. 

    • Plus, look for more on economics and investment strategy, and a Q&A featuring Jesper Kolls, chief investment officer of WisdomTree Japan.

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