The 101 Capitol Group at Morgan Stanley

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The 101 Capitol Group

OUR MISSION STATEMENT

We offer straightfoward wealth planning through all of life's twists and turns

Our Story and Services

Welcome

We are The 101 Capitol Group at Morgan Stanley.  We are committed to helping you protect and preserve your wealth, provide funding for your personal, financial goals and pursue opportunities for the growth of your capital.
 
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At The 101 Capitol Group, we strive to communicate the basics of a financial education on a 101 level.  The wide world of investing can be complicated, but you shouldn't have to have a doctoral degree to understand your monthly statement or a conversation with your advisor.

Our clients appreciate the structure of a multiple advisor team because of our coverage and continuity.  We are available for you during business hours to answer your questions or concerns.  Our team also provides continuity for our clients.  When an advisor joins our team he/she is introduced to the established philosophies that have served our clients well for over 10 years.  As advisors graduate from helping clients enjoy their retirement to enjoying their own retirement, the same care and expertise can be expected from remaining team members.

Our goal is to become a trusted advisor for all of your financial concerns.  Please call to schedule an appointment.  We are happy to answer your questions and offer a complimentary portfolio review.

Services Include

  • Financial Planning
  • Wealth Management
  • Retirement Planning
  • Professional Portfolio Management
  • Business Succession Planning
  • 401(k) Rollovers
  • Trust Accounts
  • Annuities
  • Long Term Care Insurance
  • Fixed Income
  • Corporate Bonds
  • Municipal Bonds


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

Our Clients

Clients

We assist clients in various stages of life with a special emphasis on individuals and families who have experienced a sudden money event.  Sudden money events occur in your life when you sell a business, receive an inheritance or take a lump sum distribution of retirement assets from an employer sponsored plan. 

We help you preserve your wealth and accomplish your financial goals through all of life's stages.
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Know What to Expect

You deserve a written financial plan, disciplined portfolio management, and regular contact from your Advisors.

DISCOVER
Our relationship begins with a thorough understanding of you – your needs, lifestyle, family, risk tolerance and especially your goals for the future.  Do you want to:
          
          - Help your children or grandchildren fund their education?
          - Retire early?
          - Purchase a vacation home?
          - Donate to a non-profit organization that has personal meaning to you?

What you want your wealth to do will dictate appropriate investments.

DESIGN
Next we develop a financial plan based on our understanding of you and current economic conditions.  Our goal is to help guide you from where you are now, to where you want to be in the future.

DEPLOY
Your custom investment allocation will have the attention of a disciplined portfolio manager.  We manage your investments from right here in our office, watching the markets daily for changing risks and opportunities.  Adjustments are made as needed based on market cycles and inevitable life changes.

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From Our Experience

From our experience, it's helpful to have another pair of eyes and another point of view when tackling a challenge.  To this end, Valerie and Brandon formed a team in 2009.  Each brought a unique skill set and background to the table and they quickly found themselves better able to service our clients with a broader range of expertise. 

In 2016, Annette joined the team to further enhance the services that we offer.  Our clients appreciate the team structure because they are able to draw on the knowledge of three dedicated advisors to tackle life's twists and turns.

Valerie Duncan - Valerie's main focus on the team is Portfolio Management.  With 40 years experience in the industry she has seen many diferent market conditions and is uniquely positioned to manage custom portfolios for our clients.

Brandon Bailey - Prior to becoming a financial advisor, Brandon excelled in private equity and real estate investment transactions.  His familiarity with the business cycle allows him to effectively evaluate economic risks, deciding the best opportunities for our clients' investment dollars.

Annette Wells - Annette came to Morgan Stanley with a background in mathematics and auditing.  Her focus on numbers and details translates well into running financial plans for our clients and helping them stay on track to meet their goals.  She is also fluent in Spanish and is available to assist our Spanish-speaking clients.


And Our Services

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Meet The 101 Capitol Group

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 101 Capitol Group today.

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