Blake Schmidt - Morgan Stanley
Business details
- Category
- Financial Services · Financial consultant, Investment service
- Address
- 3562 Round Barn Cir 1st Fl, Santa Rosa, CA 95403
- Phone
- (707) 524-0519
- Website
- advisor.morganstanley.com
- County
- Sonoma County
About
Looking for personal financial guidance in Santa Rosa? Blake Schmidt - Morgan Stanley offers one-on-one investment and wealth planning for individuals and families across Sonoma County.
Our work centers on building investment strategies around each client's goals, whether that means saving for retirement, growing a portfolio, or planning for the next stage of life. We are a financial consulting practice serving the North Bay, and we take the time to understand where you are today before recommending a path forward.
Our approach is to explain every option in plain language so you can make confident decisions about your money. Clients across Santa Rosa and the surrounding communities rely on us for steady, thoughtful advice that adapts as their circumstances change.
To begin a conversation about your financial plan, visit our website to book a consultation.
Our work centers on building investment strategies around each client's goals, whether that means saving for retirement, growing a portfolio, or planning for the next stage of life. We are a financial consulting practice serving the North Bay, and we take the time to understand where you are today before recommending a path forward.
Our approach is to explain every option in plain language so you can make confident decisions about your money. Clients across Santa Rosa and the surrounding communities rely on us for steady, thoughtful advice that adapts as their circumstances change.
To begin a conversation about your financial plan, visit our website to book a consultation.