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 November On the Markets from the Global Investment Committee featuring

    “A Pause to Refresh” Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., notes there was little investor optimism in August, but much more now. That doesn’t mean the bull market is over, but that it might be ready for a pause.

    “Investment Themes for a Transformed China” The world’s second-largest economy is turning toward its consumers and relying less on heavy industry. Learn about some ways to take advantage of that tectonic change.

    • “Conditions May Be Just Right for Convertibles” Convertible securities are an often-overlooked asset class that straddles the stock and bond worlds. They can play several roles in a portfolio.

    • Plus, look for more on the economy and option funds, as well as a Q&A featuring Simon Webber of Hartford Schroders who explains how prospects for the European economy and stock market are improving.

    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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