Jeffrey Wu
Executive Director,
Financial Advisor
Direct:
(540) 296-9916(540) 296-9916
My Mission Statement
The Capitol Wu Group at Morgan Stanley is a comprehensive family wealth management practice based out of Sacramento, California and extends nationwide. Our team has developed and refined a process to help successful families, friends, and individual investors put all the pieces of their financial puzzle together. It is a dynamic process that adapts as lives unfold and needs evolve. At the Capitol Wu Group, we strive to make working toward your financial goals as simple and enjoyable as possible, saving you time over future financial concerns and letting you get back to doing things you love the most.
Our team takes pride in our client services in hopes to build ever-lasting legacies and client relationships for life. Our specific business model of financial planning and portfolio construction, allow us to tailor your portfolio towards your goals and needs. As your life reaches different milestones and changes over time, we will continuously review your financial plan and reallocate the portfolio. As a Capitol Wu Group client, you will not have just one person working for you. You will have your very own team of individuals working for you and your best interest. Some of the items that we have for our clients are monthly email updates, Morgan Stanley research, banking and lending solutions, financial planning, and open communication. We believe that the pro-active approach to our clients help with any concern you will have on the market.
Our team takes pride in our client services in hopes to build ever-lasting legacies and client relationships for life. Our specific business model of financial planning and portfolio construction, allow us to tailor your portfolio towards your goals and needs. As your life reaches different milestones and changes over time, we will continuously review your financial plan and reallocate the portfolio. As a Capitol Wu Group client, you will not have just one person working for you. You will have your very own team of individuals working for you and your best interest. Some of the items that we have for our clients are monthly email updates, Morgan Stanley research, banking and lending solutions, financial planning, and open communication. We believe that the pro-active approach to our clients help with any concern you will have on the market.
The Capitol Wu Group
The Capitol Wu Group at Morgan Stanley is a comprehensive family wealth management practice based out of Sacramento, California and extends nationwide. Our team has developed and refined a process to help successful families, friends, and individual investors put all the pieces of their financial puzzle together. It is a dynamic process that adapts as lives unfold and needs evolve. At the Capitol Wu Group, we strive to make working toward your financial goals as simple and enjoyable as possible, saving you time over future financial concerns and letting you get back to doing things you love the most.
Our team takes pride in our client services in hopes to build ever-lasting legacies and client relationships for life. Our specific business model of financial planning and portfolio construction, allow us to tailor your portfolio towards your goals and needs. As your life reaches different milestones and changes over time, we will continuously review your financial plan and reallocate the portfolio. As a Capitol Wu Group client, you will not have just one person working for you. You will have your very own team of individuals working for you and your best interest. Some of the items that we have for our clients are monthly email updates, Morgan Stanley research, banking and lending solutions, financial planning, and open communication. We believe that the pro-active approach to our clients help with any concern you will have on the market.
Our team takes pride in our client services in hopes to build ever-lasting legacies and client relationships for life. Our specific business model of financial planning and portfolio construction, allow us to tailor your portfolio towards your goals and needs. As your life reaches different milestones and changes over time, we will continuously review your financial plan and reallocate the portfolio. As a Capitol Wu Group client, you will not have just one person working for you. You will have your very own team of individuals working for you and your best interest. Some of the items that we have for our clients are monthly email updates, Morgan Stanley research, banking and lending solutions, financial planning, and open communication. We believe that the pro-active approach to our clients help with any concern you will have on the market.
Securities Agent: FL, NV, MI, WA, OH, ID, CO, SD, MT, CA, AL, TX, SC, NC, MO, VA, UT, NY, NJ, MD, GA, PA, LA, DE, RI, TN, IL, HI, DC, WY, NM, ME, KY, AZ, OR; General Securities Representative; Investment Advisor Representative
NMLS#: 1270152
NMLS#: 1270152
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheckLink Opens in New Tab.*
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Ready to start a conversation? Contact Jeffrey Wu today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
#/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
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The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
#/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
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CRC 4665150 (8/2025)
