Spectrum Group - Morgan Stanley Smith Barney Team - Scottsdale, AZ
Morgan Stanley Smith Barney
Spectrum Group
at Graystone Consulting
6710 North Scottsdale Road
Suite 250
Scottsdale, AZ 85253
tel: (480) 368-6511
fax: (480) 368-6622
Email Us
Welcome


Spectrum Group is a boutique group offering a distinct client experience through its affiliation with Graystone Consulting, a prominent franchise within Morgan Stanley Smith Barney.  Graystone Consulting is a primary destination for the firm’s more sophisticated institutional and private family office clientele.

Client Focus:
Spectrum Group consists of professionals who understand fiduciary responsibility.  Our client focus is:
     • Private & Public Corporations
     • Professional Practice Groups
     • Non-Profit Organizations
     • Private Clients and their Corporate, Institutional & Philanthropic Affiliations
     • Native American Nations & Corporation

Spectrum is comprised of diverse individuals who possess various specialty skills, credentials and experience. These core competencies are engaged in a collaborative effort on each client’s case accordingly. This provides a comprehensive evaluation and management system that values the notion that multiple minds and disciplines are better than one.


              “Transforming Complex Challenges into Practical Strategies”




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This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney ("MSSB") reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. MSSB does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .

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FEATURED REPORTS

Graystone Consulting: Investor's Monthly

Manager Research and Selection: A Disciplined Process

150 Point Letter

Investments alone aren't enough when it comes to preparing for retirement. As a retirement focused advisor at Morgan Stanley Smith Barney we offer a level of experience and commitment to retirement advice that we think is unique in the industry. Our thorough process encompasses ten elements that are key to a successful plan.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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