Jesse Walton

Background

About Jesse Walton

The art of building generational wealth takes time, discipline and vision. That’s why we’ve dedicated our practice to encouraging and inspiring clients to strive to grow and preserve wealth, working with families throughout life’s stages. Whether you are first, second or third generation, really doesn’t matter. You must run your own race to help build, sustain and transfer wealth that seeks to impact your family’s future. We serve High Net Worth and Ultra High Net Worth families, mainly corporate professionals, executives and entrepreneurs who are inspired and committed to seeking to improve their family’s financial lives and have a willingness to aim to shape the trajectory of future generations. In addition, we work with businesses and institutions to help build, preserve and manage wealth that seeks to help pursue their institutional missions and financial goals. Our primary focus is working with our clients to provide comprehensive wealth management strategies and investment advisory services, utilizing the world-class resources of Morgan Stanley. Our core competence is assisting our pre-retiree clients with strategies ahead of and during the retirement life stage. As we create and structure our clients’ investment strategies, we listen to and work with you to help ensure that your portfolio of investments is aligned, not only with your goals and objectives, but with your personal and social values. For more information on our team: The Melior Group at Morgan Stanley: https://advisor.morganstanley.com/the-melior-group For more information on The Access One Alliance at Morgan Stanley: https://advisor.morganstanley.com/access-one-alliance