OUR MISSION STATEMENT
Comprehensive wealth planning strategies for your life and legacy
Comprehensive wealth planning strategies for your life and legacy
At The Witt Goninen Group at Morgan Stanley, we work with our clients to help them address the most important challenges in their financial lives such as retirement planning and investment management.
Our comprehensive approach to wealth management goes beyond just investment planning to help address any unease our clients may face.
Our client-centered relationships give us a holistic financial picture which allows us to give prudent and meaningful advice as different situations present themselves and our clients evolve. As your family’s financial coach, we seek to become your go-to advisor.
Our consultative process begins with an in-depth discussion of your current finances and future objectives. We’ll help address issues you might have overlooked that can have a significant impact on your ability to retire as planned. Finally, we’ll determine how we can help you adjust your investment strategy as necessary to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.
Cindy Witt, First Vice President, Wealth Advisor, began her career in the financial services industry in 1989 at a regional brokerage firm, Blunt, Ellis & Lowei. In 1993, she helped open the Dean Witter office in Madison, WI which has since become Morgan Stanley.
Cindy believes in long-term investment strategies such as asset allocation that is designed to help maximize investment returns while reducing overall risk to investment portfolios. Cindy and her team work with individual investors and families to help them achieve their specific investment objectives while keeping generational planning and tax planning in mind.
Cindy is a former YWCA-Madison board member and is active in her local food pantry. She and her husband, Ted, reside in Waunakee, WI and enjoy golfing, traveling and spending time with their children and grandchildren.
If you would like to contact Cindy, please call 608-829-3257 or email her at firstname.lastname@example.org.
Asset allocation does not guarantee a profit or protect against a loss in a declining financial market.
BM/Supervisor; Securities Agent: AZ, CA, CO, FL, GA, IA, IL, IN, KY, MA, MN, MO, MT, NC, NE, NM, NV, NY, PA, TX, VA, WA, WI; General Securities Representative; Investment Advisor Representative; Managed Futures
Justin Goninen, Financial Advisor, CFP®, joined the Witt Goninen Group at Morgan Stanley in 2013. He focuses on financial planning and portfolio management through a personalized and objective planning process that is unique for each situation.
Justin began his career in the financial services industry in 2008. Prior to joining the Witt Goninen Group at Morgan Stanley, Justin was a Wealth Advisor with EnRich Financial Partners LLC and also a Financial Advisor Associate with UBS Financial Services.
Justin attained his Personal Finance degree from the University of Wisconsin-Madison in 2008 and earned his CERTIFIED FINANCIAL PLANNER™ designation in 2011. Justin and his wife, Catie, reside in Mount Horeb, WI with their two children.
If you would like to contact Justin, please call 608-829-3250 or email him at email@example.com.
Securities Agent: AZ, CA, CO, FL, GA, IA, IL, IN, KY, MA, MN, MO, MT, NC, NE, NM, NV, NY, PA, TX, VA, WA, WI; General Securities Representative; Investment Advisor Representative
Tanya Zweifel is a Senior Client Service Associate with the Witt Goninen Group at Morgan Stanley. She began her career in the financial services industry in 2004 with UBS Financial Services prior to joining Morgan Stanley in 2010.
Tanya is responsible for The Witt Goninen Group’s day-to-day administrative and operational activities and focuses on maintaining a high level of client service.
Tanya lives in Mount Horeb, WI with her husband, Mike, and their two children.
On the Markets
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Creating customized financial strategies for the challenges that today's families face.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.
This unique program offers qualifying clients a compelling collection of special offers and experiences, Morgan Stanley insights, and philanthropic ideas.
With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
This 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: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .
*Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC
* Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
CRC 1369093 12/15