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Jeffrey Won - Morgan Stanley

Sacramento, California, United States

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General Info:

The Capitol Won Group at Morgan Stanley is a comprehensive family wealth management practice based out of Sacramento, California and extends nationwide. Our team has developed and refined a process to help successful families, friends, and individual investors put all the pieces of their financial puzzle together. It is a dynamic process that adapts as lives unfold and needs evolve. At the Capitol Won Group, we strive to make working toward your financial goals as simple and enjoyable as possible, saving you time over future financial concerns and letting you get back to doing things you love the most. Our team takes pride in our client services in hopes to build ever-lasting legacies and client relationships for life. Our specific business model of financial planning and portfolio construction, allow us to tailor your portfolio towards your goals and needs. As your life reaches different milestones and changes over time, we will continuously review your financial plan and reallocate the portfolio. As a Capitol Won Group client, you will not have just one person working for you. You will have your very own team of individuals working for you and your best interest. Some of the items that we have for our clients are monthly email updates, Morgan Stanley research, banking and lending solutions, financial planning, and open communication. We believe that the pro-active approach to our clients help with any concern you will have on the market.

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