Here at Morgan Stanley, we pride ourselves on delivering personal, professional and ethical comprehensive wealth management solutions with a sincere focus on our clients. We measure our success in exceeding our client’s expectations and cultivating long term relationships. We strive to achieve this goal by providing high quality, customized service through our friendly, knowledgeable advisors and long standing dedicated management members.

The cornerstone of our success is our clients. You’ve worked hard to build a meaningful life for yourself, your family and your community. Your wealth is not only a reflection of that hard work, but also a means for you to achieve—and maintain—financial freedom.

At The CHP Group, we are committed to helping you grow, preserve and transfer your wealth, so you are free to focus your energy on the people, activities and interests that matter to you most. We address different aspects of family wealth and come up with a solution for each of your unique needs, making it more likely that all members of the family will have the foundation they need to lead meaningful, fulfilled and engaged lives.

Services Include