Transitions Wealth Management

Founded in 1935, Morgan Stanley is a leading global firm that offers financial advising services to companies, governments and investors worldwide. It operates more than 600 offices in over 30 countries. The firm provides wealth management, brokerage, and sales and trading services. It offers advisory and consulting services related to debt financing, equity underwriting, and mergers and acquisitions. The firm provides a variety of investment-related products that includes stocks, bonds, mutual funds and annuities. Morgan Stanley also offers various financing products and credit and lending services. The firm provides research reports and analysis of various companies, industries, markets and world economies. It additionally offers multi-asset class solutions and portfolio assessment services. The firm conducts charitable events and supports several educational institutions, medical centers and community organizations. Morgan Stanley is headquartered in New York City and maintains offices in Pittsburgh.

We work with individuals, families, businesses and institutions to deliver specialized services and innovative strategies that help them build, preserve and manage their wealth.

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.