MORGAN STANLEY

Management Wealth is a financial advisory firm based in Rochester, NY, specializing in providing personalized wealth management services to individuals and families. With a focus on long-term financial planning and investment strategies, Management Wealth aims to help clients achieve their financial goals and secure their financial future. Generated from their business information

Smith Barney is one of the leading providers of comprehensive financial planning and advisory services to investors, institutions, corporations and private businesses, governments and foundations throughout the world. With more than 14,000 financial advisers in over 700 offices worldwide, the company offers a full suite of investment services, including asset allocation, private investments and lending services, hedge funds, and cash and portfolio management, as well as retirement, education and estate planning. It has expertise in global investment research, securities trading, investment banking, asset management and brokerage services. A private wealth management unit of Citigroup Global Markets, Smith Barney manages approximately nine million client accounts in the United States.