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 email@example.com.
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, MN, MO, MT, NC, NE, NM, NV, NY, OK, PA, TX, VA, WA, WI; General Securities Representative; Investment Advisor Representative; Managed Futures
Justin began his career in the financial services industry in 2008 and joined Morgan Stanley in 2013 as a Financial Advisor with The Witt Goninen Group. He focuses on financial planning and investment management through a personalized and objective process that is unique to each situation.
Justin was named one of Madison’s InBusiness Magazine’s 40 Under 40 in 2018. He is an active member of the Mount Horeb community serving as a volunteer instructor at the high school delivering financial education to local high school students. He is also a member of the Mount Horeb Chamber of Commerce as well as the Vice-President of the local University of Wisconsin Alumni Association chapter.
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 with their children, Hudson and Iyla.
If you would like to contact Justin, please call 608-829-3250 or email him at firstname.lastname@example.org.
Securities Agent: AZ, CA, CO, FL, GA, IA, IL, IN, MN, MO, MT, NC, NE, NM, NV, NY, OK, 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.
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.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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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.
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