The Cotton Moehrke Group at Morgan Stanley

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The Cotton Moehrke Group

OUR MISSION STATEMENT

Your Life. Your Goals. Our Experience.

Our Story and Services

Our Story

We believe managing wealth involves far more than managing an investment portfolio.

It begins with developing a holistic, comprehensive understanding of who you are and the financial forces at work in your life. 

It means helping you understand and respond effectively to these forces and of course, it means helping you invest your assets in a way that reflects the realities of your life and the uniqueness of your long-term goals.

As Financial Advisors, we are committed to building a relationship of trust which enables us to work closely with you to define your objectives, explore alternatives and choose the financial and investment strategies that are most appropriate for you. 

And whenever you have a question or service request, our experienced support team is quick to respond with an answer, help address a concern or provide an encouraging word. They know our clients, and our clients know them.

As our relationship evolves, we hope you will come to regard us as your valued resource and professionals who can help you make more informed decisions on any financial issue.  Our most important goal is to help you achieve your objectives, providing guidance that helps your wealth do more for you.

Like our clients, our team is multi-generational, with a variety of backgrounds and life experiences, enabling us to relate to the real-life situations our clients face.

We are committed to providing not only our professional knowledge and experience gained over the years, but also our compassion and concern.

Our clients have come to us because they know we’ve been helping people just like them for many years.

Our clients stay with us because we understand the big picture, help them separate emotions from investment decisions, and reduce the complexities of managing their assets effectively.

As we demonstrate our ability to provide consolidated, comprehensive advice, we work with our clients to help them relax and feel confident about their future.

 


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

Working With You

Working With You

  • We believe what differentiates our approach to serving our clients can be summed up in five key concepts: Listen. Observe. Reflect. Advise. Adjust.

    • We listen carefully and ask lots of questions to explore and fully comprehend your lifestyle, thought process and desires.
     
    • As we drill deep into the financial details of your life, we observe your reactions as we think through potential economic changes and help you sketch out possible life scenarios.
     
    • We take time to reflect on our understanding of the needs and concerns you have expressed for yourself and your family.
     
    • We incorporate our experience in similar family situations to determine how best to advise and help you prepare for whatever your future may hold.
      
    • Going forward, as we monitor your progress toward your goals, we remain vigilant for anything that might require us to adjust your plan or portfolio due to changes in your situation or market conditions.

Our Clients

Clients

Our clients are intelligent, capable and successful. They are also busy with the complexities of their lives—in their work and with their families.

They have all the needs and concerns of many wealthy people:

• Planning for a happy and secure retirement
• Consolidated investment management and performance monitoring
• Tax efficiency
• Funding for education expenses, major purchases and philanthropic needs.

Many issues and events can cause them to seek our help. Some had questions about when they could retire or what to do with the proceeds from selling their business or some other large windfall.

Others were looking for help with a complicated estate issue. Some were facing a situation where the spouse or someone else must take over for the one who always handled the family’s financial matters.

Our clients appreciate our professional knowledge and many years of experience helping families like them navigate the challenges of family wealth and transition planning.

Community Involvement

Community Involvement

As a team and as individuals, we believe in giving back.  We engage in numerous activities both as participants in Morgan Stanley charitable initiatives and as members of our local community. 

Members of our team volunteer with our local North Carolina Food Bank, the UNC Program in the Humanities, the Preston Robert Tisch Brain Tumor Center, The Triangle Land Conservancy, and the CleanJordanLake.org.  One advisor is member of the Durham Orange Estate Planning Council while another is actively involved with Optimists International.

Events

Events

Meet The Cotton Moehrke 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

Insights and Outcomes

Thought Leadership from our Morgan Stanley ARC specialists for our ultra high net worth clients, which contains thought-provoking articles, authored by some of the Advanced Resources Center’s leading experts.

Ready to start a conversation? Contact The Cotton Moehrke Group today.

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