Elite List selection · Dallas, TX
365 Wealth Management Group
365 Wealth Management Group stands out among Dallas wealth management companies for morgan stanley-backed family advice, with its public firm information emphasizing wealth planning, investment management, retirement planning.
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365 Wealth Management Group
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Why 365 Wealth Management Group
made the list.
365 Wealth Management Group stands out for morgan stanley-backed family advice. The evidence below reflects the specific standards Elite List applies to wealth management companies.
Fiduciary standards
The practice operates through Morgan Stanley Smith Barney, a registered broker-dealer and investment-adviser platform. The applicable Morgan Stanley relationship documents govern fiduciary and brokerage obligations for each account.
Advisor credentials
The team includes a Family Wealth Director, a CIMA professional, Portfolio Management Directors, and an Insurance Planning Director, with senior personnel reporting decades of advisory experience.
Planning depth
Its public service scope includes wealth and retirement planning, education, business succession, philanthropy, trusts, special-needs planning, insurance, estate strategies, and family-governance concerns.
Investment discipline
The group says it begins with a detailed understanding of family goals, risks, capital structure, balance sheet, and liquidity needs before translating those facts into portfolio and planning strategy.
Fee transparency
The team page identifies the Morgan Stanley platform and links regulatory disclosures, but costs vary by brokerage, advisory, insurance, banking, and investment solution; clients should review the applicable Form CRS and account agreements.
Advisory services
What 365 Wealth Management Group
can help with.
At a glance
Useful details,
without the digging.
Source transparency
Public sources
checked for this profile.
Firm descriptions and evidence are paraphrased from the linked sources. Past results do not guarantee future outcomes.