The Bay Area Synergos Group at Morgan Stanley

About Us

At the Bay Area Synergos Group, we bring a team approach with complementary skills to every client we serve. We are committed to providing you with customized plans to help navigate the various stages of your life from asset accumulation through optimized distribution. Our comprehensive wealth management approach includes your investments, of course, but goes far beyond to encompass estate planning, lending, cash flow management, philanthropy, and business transition strategies – in short, virtually every aspect of your financial life.