The Wingfield Group - Morgan Stanley Private Wealth Team - Los Angeles, CA

The Wingfield Group
At Morgan Stanley Private Wealth Management

10960 Wilshire Boulevard
Suite 2000
Los Angeles, CA 90024
(310) 443-0538 / Main
(800) 648-3833 / Toll Free
(310) 443-0509 / Fax


Now that you have achieved considerable financial success, how do you ensure that your wealth continues to support the lifestyle you want to live, the legacy you wish to create and the change in the world you hope to effect?  We help our clients address these questions every day. We specialize in the complex financial issues associated with significant wealth, helping our clients create highly customized, comprehensive plans based on their precise needs and ambitions.

Our team includes seasoned professionals with experience in financial planning, corporate finance, investment banking and accounting. We couple this experience with access to an extraordinary depth and breadth of resources, all of which have been optimized to address the needs of highly affluent individuals, families and foundations. Our goal is to provide you with any and every service you need to address the myriad challenges of managing your wealth, so you are free to enjoy its rewards.

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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