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5.0 (1 review)

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Morgan Stanley - Private Wealth Management

Morgan Stanley - Private Wealth Management

(3 reviews)

Westwood

You'd imagine any private wealth management firm will roll out the red carpet and go out of their…read moreway to serve their clients.  Boy, Morgan Stanley completely shattered that notion.  Its backoffice, specifically legal and compliance, seem more eager to create roadblocks than to delight its customers.  When I wired the funds in, they didn't ask a single question; when I requested to wire some funds back due to lack of attractive investment opportunities, they started asking all sorts of questions and demanded all kinds of docs, even including prior statements from my bank. Wiring should have been done in a day, yet almost three weeks passed by they still tried to compile a list of docs they asked me to send to them! Their front-office is professional and friendly. Unfortunately the front-office seems powerless to cut through the ridiculous bureaucracy. Morgan Stanley's IT team is just downright incompetent and makes you feel like you're still living in the last century.  Their inbox can't take attachment larger than 15MB, and their "secure client inbox" is more often broken than working. While even many slow-moving banks use e-sign these days, Morgan Stanley still relies on Fedex courier to get your signature. Stay far, far away from the slow, incompetent and bureaucratic Morgan Stanley if your sanity is important to you.

The management here is quite poor. Terrible communication skills. I have the impression they…read moredon't really know what they are doing. I ask questions and the answers I get are incomplete or just wrong.

Impact Fiduciary - Patrick Dinan, CFP® Founder

Impact Fiduciary

(36 reviews)

Downtown

A few years ago, after receiving an inheritance, I spent a great deal of time researching and…read moreinterviewing fiduciary financial planners. Since we had never needed one before, my husband and I wanted to be sure we were making thoughtful decisions for our future. We ultimately chose Patrick, and we couldn't be happier with that decision. His focus on sustainable investing made him stand out even more and aligned well with our values. Patrick is not only highly knowledgeable and professional, but also approachable, thoughtful, and easy to talk with. Nearly three years later, we remain extremely pleased with both his guidance and the results. The addition of Rachel Strong to the team has been another positive development. She has been wonderful to work with as well, and together they provide outstanding service and support.

My husband and I were looking for a financial advisor after years and years of trying to manage it…read moreon our own. We needed someone we could trust, that can help organize our finances, set up some estate planning, and overall improve our financial literacy. We're so happy to have found Impact Fiduciary and to work with Chris whose always made sure we are set up for success. He's extremely knowledgable and patient in walking us through what financial decisions need to be made, and exactly what we sign up for as we look into certain investments. He's great at keeping up with us, even when we tend to lose sight of our goals or meetings. We've been fortunate to see a lot of growth after working with Chris, and it's assuring knowing we're investing with those who have similar values as us. Looking forward to working with them for years to come!

Credit Unique Score - financialadvising - Updated October 2026

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