The Hesdorffer Team at Morgan Stanley

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The Hesdorffer Team

OUR MISSION STATEMENT

More than 90 years combined experience in providing customized wealth planning for you, your lifestyle and your legacy.

Our Story and Services

Our Story

We understand your circumstances are unique and your financial well-being depends on accurate and insightful advice. Our goal is to provide the comfort that comes from knowing you will never have to make an important financial decision alone.  Our clients have come to rely on us as a dependable source of knowledge they can trust.

We guide you through every financial life stage from wealth creation, protection and eventual distribution. Our high standard of care emphasizes risk control, tax efficiency and proper estate planning.  We have no allegiance to any particular investment or management organization.  Our commitment is to you.


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Services

  • Retirement Planning
  • 401(k) Rollovers
  • Wealth Management
  • Planning for Education Funding
  • Asset Management
  • Municipal Bonds
  • Estate Planning Strategies
  • Annuities
  • Long Term Care Insurance
  • Philanthropic Services

Working With You

Working With You

To us, business is personal. Your comfort level is at the heart of every discussion and each decision that drives the customization of your plan.  Whatever questions you may have, we are here to give you timely and honest advice.  If you’re looking for common sense and uncommon insight, count on us to be your committed ally. Our clients tell us they breathe easier after experiencing our straightforward approach to their wealth planning.

Our clients care about their money and we care about our clients.

Community Involvement

Community Involvement

Our commitment to serving others doesn’t stop with our clients.  We each share a compassion for enhancing and lifting the lives of others. Marietta is currently the acting Co-Chair of the Wealth Management National Diversity & Inclusion Council for Morgan Stanley. Jay serves on the National Board of Directors for the Institute of Southern Jewish Life, an organization dedicated to bringing Jewish education to communities where Jewish resources are limited.  Vic and Lin share in the team’s passion for helping others by taking an active role in their local communities.  Vic is the treasurer of his condo board association.  Lin is active in her parish and volunteers at PADS, shelter providing meals and interim housing for homeless families.

Awards

Awards

  • The Hesdorffer Team: 2012 Chicago Five Star Wealth Managers
  • The Hesdorffer Team: 2013 Chicago Five Star Wealth Managers
  • The Hesdorffer Team: 2014 Chicago Five Star Wealth Managers
  • The Hesdorffer Team: 2015 Chicago Five Star Wealth Managers

Location

Location

  • 227 W. Monroe St.
  • Suite 3400
  • Chicago, IL 60606


    Meet The Hesdorffer Team

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact The Hesdorffer Team today.

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