Morgan Stanley Wealth Management

Smith Barney is an international, full-service financial firm that provides brokerage, investment banking and asset management services. The company operates more than 750 offices throughout the world and serves over 9 million client accounts. Its clients include individual investors, small- and mid-sized businesses, corporations, nonprofit organizations and family foundations. Smith Barney maintains a team of financial advisors who specialize in a variety of wealth management services. The company provides defined benefit and contribution plans, as well as corporate stock plan services and administration. It also provides education funding, employee stock option, retirement plan distribution, estate planning and retirement analysis services. Smith Barney is a division of Citigroup Global Markets, which has more than 200 million customer accounts and operates in over 100 countries. Citigroup Global Markets provides securities brokerage and consumer, corporate and investment banking services. Smith Barney maintains one of its locations in South Burlington, Vt.

Manchester Capital Management is a true multi-family office based in Burlington, VT, offering comprehensive investment management and family office services. Guided and owned by the partners of the firm and select founding families, they provide tailored solutions that reflect the unique needs of each client, helping to build customized roadmaps that support their purpose and passions. With a collaborative and family-focused approach, Manchester Capital Management sets itself apart by bringing families closer together and securing their legacies for generations to come. Their team of experienced professionals offers knowledge and insights, keeping clients informed about direct real estate viewpoints and providing comprehensive solutions that align with their wealth perspectives.Generated from the website

Morgan Stanley Wealth Management in Barre VT offers personalized financial planning and investment services to help clients achieve their financial goals. The team of experienced advisors provides tailored strategies in wealth management retirement planning and asset allocation ensuring that each client receives expert guidance suited to their unique needs. With a commitment to integrity and excellence Morgan Stanley aims to build lasting relationships with its clients in the local community. Generated from this place's information