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 September On the Markets from the Global Investment Committee featuring

    “Growing Pains” As he sent his oldest son off to college, Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., reflected on the vast opportunities awaiting a young person. Similarly, the US is a young country, which, despite its growing pains, holds unlimited potential.

    Reregulation Is the New Deregulation” Deregulation is a Republican goal, but it’s difficult to do even with control of Congress and the White House. Reregulation is easier, and it’s already underway. Morgan Stanley & Co. strategist Michael D. Zezas and his team explain how reregulation is done and how it may affect your investments.  

    “Drivers of Market Volatility” If you want to understand volatility in financial markets, look at volatility in the factors that drive asset prices such as corporate profits and monetary policy.

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