The CJ Wealth Management Group - Morgan Stanley

Business details

Category
Financial Services · Financial consultant, Investment service
Address
245 Lytton Ave Suite 200, Palo Alto, CA 94301
Phone
(650) 687-2128
Website
advisor.morganstanley.com
County
Santa Clara County

About

Palo Alto families and professionals turn to The CJ Wealth Management Group - Morgan Stanley for personal financial guidance that helps clients plan with confidence for the years ahead. Our team works as financial consultants and investment advisors, helping individuals and households build and manage their investment portfolios.

We take the time to understand each client's goals, whether that means saving for retirement, growing wealth, or preparing for the future. Serving clients across Palo Alto and the Peninsula, we bring a thoughtful, personal approach to every relationship.

To learn how we can help with your financial goals, visit our website or contact us directly.