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 May On the Markets from the Global Investment Committee featuring

    “Another Brick in the Wall” Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., says the stock market has shrugged off a lot of dysfunction in Washington, unsettling news from abroad and an anemic GDP report. Stocks are working their way higher thanks to strong earnings growth.

    “In Europe, This Year Is Really Different” Politics commands the headlines, but the equity markets are looking at the improved fundamentals and they like what they see, writes Vijay Chandar, market strategist for Morgan Stanley Wealth Management.

    “The Opportunity in Japanese Equities” For most of the past two months, so-called safe haven assets like the Japanese yen rose as investors started to question global reflation, and the higher yen pushed Japanese equities to the back of the global equity pack. Lisa Shalett, who heads up Wealth Management Resources and Investment & Portfolio Strategies, says the fundamentals suggest Japan should be a leader of the pack by the end of the year.

    • Plus, look for more on economics, investment strategy, fixed income, municipal bonds and a Healthcare Q&A featuring Andy Acker of the Janus Global Life Sciences Strategy Fund.

    • Plus, look for more on investment strategy, equities, mortgage-backed securities, municipal bonds and commodities.

    Market and Advisor Insights
    On the Markets
    Global Investment Committee Weekly
    Market Information Delayed 20 Minutes
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    Capital Creates Change


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