The Rosenberg-Outcalt Wealth Management Group At Morgan Stanley
For Steve Rosenberg And Colton Outcalt, Teamwork Is Key
What do you get when you bring together a Gator and a Seminole? At The Rosenberg-Outcalt Wealth Management Group in Boca Raton, you get two financial advisors who can manage your financial well-being in a way that helps you reach your long-term goals.
Steve Rosenberg, a former Major League baseball player and Gator, appreciates the value of teamwork, putting together the best financial plan to help guide you through all kinds of market conditions.
His teammate, Colton Outcalt, a Boca Raton native and Seminole, is committed to building long-term relation-ships to aid ultra-high-net-worth families, whether helping with the sale of a familybusiness or managing trustassets for the next generation.
“We are competitive and disciplined,” says Rosenberg, a senior vice president and senior portfolio management director. “Our previous experiences have helped us become successful, and that helps create a positive experience for our clients.”
With the vast resources of Morgan Stanley behind them, Rosenberg and Outcalt spend a lot of time becoming their clients “go-to” people.
“We are a boutique group in a large organization,” says Outcalt, a portfolio manager. “When people come to us, they are not just another account at Morgan Stanley. We are proactive and hands-on and are fully involved with our clients’ planning and investments.”
Clients are ultra-high-net-worth individuals and families who can benefit from their vast array of services, including estate planning strategies, business succession planning, corporate retirement plans, asset management, endowment and foundation management, and much more.
“We take a planning approach with an emphasis on proactive service while working closely with all of our clients’ CPAs and attorneys to form a team for each individual family,” says Rosenberg.
Whether you are buying or selling a business, planning for your own or your children’s future, preparing for retirement or creating a legacy plan, The Rosenberg-Outcalt Wealth Management Group can help you achieve your goals.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.Morgan Stanley Financial Advisors engage The Boca Raton Observer to feature this profile. Morgan Stanley Smith Barney LLC. Member SIPC. CRC2390638 1/19
The Rosenberg-Outcalt Wealth Management Group at Morgan Stanley is located at 1801 N. Military Trail, Ste. 300, BocaRaton. For more information, call 561-620-5000 or visit fa.morganstanley.com/rosenbergoutcalt.
Professionally Speaking Special Advertising Section