Harpreet Sidhu
About Harpreet Sidhu
Harpreet Sidhu, a Financial Advisor at Morgan Stanley, and has more than 10 years of financial experience. He has been closely involved with client's financial strategies and goals-based planning. His business model consists of a disciplined asset management process and personalized service, in addition to a holistic approach to retirement and estate planning strategies. This includes building traditional investment portfolios as well as alternative asset investment in private equity & hedge funds when appropriate. He focuses on delivering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. His access to the investment insights of Morgan Stanley helps address the various aspects of clients’ financial lives. He is driven by his passion for delivering excellent service and helping clients pursue their goals. We're all in different stages of life and that brings about a wide array of financial hardships. Whether you're getting married, just went through a divorce, planning for your kids' college education or savings for retirement, he can help you plan for these life changes and help you define and strive to meet your goals. Harpreet dedicates his talent, skills and experience to helping a global clientele of successful individuals and families manage the complexities of significant wealth, so they can focus on the people, activities and interests that added meaning to their lives. Harpreet works for his clients as he would for his own family, and he aspires to establish lasting, meaningful relationships built on trust and high level of client service. For more information, please visit my website: https://advisor.morganstanley.com/harpreet.sidhu