WHO WE ARE
Our Mission
The Fowler Group at Morgan Stanley Private Wealth Management is a premier advisory team dedicated to guiding high-net-worth individuals, families, and institutions through the complexities of wealth management. We provide a full spectrum of services—from traditional portfolio strategies to highly customized solutions in asset allocation, tax optimization, philanthropy, and family legacy planning.
Our mission is to deeply understand each client’s unique aspirations and design strategies that align with their long-term vision. By combining global research insights, disciplined investment frameworks, and cutting-edge digital tools, we ensure seamless execution and transparency at every step.
With over three decades of industry experience, Shawn Fowler leads the team with a client-first philosophy, setting new standards in private wealth advisory by delivering trust, clarity, and performance that endure across generations.
Our Story
Get to Know Us
Led by Shawn Fowler, we are a diverse team of professionals focused on serving ultra-high-net-worth clients. Each member brings years of experience in their respective fields, working together to build systematic wealth management solutions, dedicated to helping our clients achieve long-term growth, family succession, and financial stability.
Our expertise covers the following key areas:
Investment Strategy & Asset Allocation
Our team designs globally diversified portfolios with a focus on long-term capital appreciation, downside risk mitigation, tax efficiency, and liquidity planning.
Tax and Estate Planning
We collaborate with clients’ legal and tax advisors to develop trust structures, succession strategies, and intergenerational transfer plans aligned with family values and long-term objectives.
Executive Compensation & Liquidity Planning
We provide specialized guidance on equity-based compensation, including 10b5-1 plans, RSUs, and pre-IPO wealth strategies, helping business leaders align their financial plans with professional milestones.
Risk Management & Insurance Coordination
Our specialists assess exposure across personal, family, and business holdings, implementing customized risk mitigation strategies including insurance architecture.
Philanthropy & Impact Planning
We help clients structure meaningful giving through private foundations, donor-advised funds, and impact-aligned investment vehicles—integrating purpose into every financial decision.
We believe that wealth management is not just about managing assets—it’s about building trust, clarity, and a long-term partnership with every client we serve.