• Welcome to the
    Grants Pass & Josephine County Chamber of Commerce!

    The Grants Pass & Josephine County Chamber of Commerce works every day to make our community a place
    where businesses can grow and prosper, people want to raise their families and where tourists want to visit.

    We support and promote our local commerce through communication, advocacy and partnerships!

  • Morgan Stanley Wealth Management

    Morgan Stanley Wealth Management

    Categories

    Financial & Investment Advisors

    About Us

    Who Am I?

    I am a CERTIFIED FINANCIAL PLANNER ™ and Financial Advisor who takes a holistic approach in considering your financial goals and am committed to the highest standards of ethical behavior and demonstrated integrity. I provide comprehensive financial planning and customized wealth management for individuals, couples, families, businesses and institutions.

    What We Do Together

    • Help you work towards financial independence
    • Identify and seek to mitigate risk issues
    • Assist you in preparing for your family’s lifestyle needs
    • Assist with retirement plans
    • Coordinate with your tax and legal advisors to anticipate and plan for estate concerns, and
    • Provide access to lending services or recommend lending solutions, where appropriate.

    My Investment Philosophy

    • Work together with you to identify your goals, objectives, time horizon and risk tolerances
    • Design a plan that helps achieve your goals and objectives within your desired lifestyle, and
    • Utilize Single Managed Account institutional money managers, as appropriate.

    The Value I Seek to Bring to our Relationship

    • Assist you to simplify and organize your financial affairs
    • Provide you with an opportunity to see your entire financial picture and understand your options
    • Give you advice that is completely objective, independent and transparent
    • Return back to you control of your financial destiny, and
    • Proactively monitor and report on your plan to help ensure its progress.

    Video Media

    Highlights

    • Navagating Your Financial Future
    • Preparing for Retirement

    Images

    Rep/Contact Info

    Card image cap
    Nelson R Maler, CFP®
    Vice President -- Wealth Management
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