Adams C. Agtarap, Financial Advisor at Morgan Stanley

A sound wealth plan requires more than just seeking returns. It also involves mitigating and managing risks. Find out how we can help protect you against the unexpected.

Your phone is the gateway to some of your most sensitive accounts. What is the most important thing you can do to help secure your device?

The events of 2020 have many considering the impact of their investments. Whatever causes matter most to you, I can help you create a portfolio that aligns your goals with your values.

Tax efficiency makes a big difference. Let’s talk before year-end.

Want to get a handle on your finances in 2021? These six financial resolutions can help you get back on track and make progress toward your goals after a challenging year.

Even though economic bright spots are emerging, investors should be cautious since stock market valuations seem to be running ahead of fundamentals.