The Albach, Wells & Dauer Group at Morgan Stanley

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The Albach, Wells & Dauer Group

OUR MISSION STATEMENT

Developing custom equity portfolios for unique clients and their families.

Our Story and Services

Welcome

The focus of the Albach, Wells & Dauer Group at Morgan Stanley is on serving the needs of high-net worth clients through research, development and the application of risk-management strategies designed to fit the unique financial needs of individuals and families.  Their emphasis has always been to personally manage portfolios of individual equity securities for their clients.  Born from experience, they have maintained the belief that a disciplined approach to managing an equity portfolio will most likely outperform the broad market and therefore most mutual funds and third party managers over the long term.  Simply put, the key is to remain disciplined in all markets- bull and bear- allowing the team to bring the most value to the management of their clients’ equity portfolios.

Together they work diligently as a team to provide the best client service experience possible to all of their clients.  The Group brings a highly disciplined strategy to the management of their clients’ ultimate goals rather than allowing the short-term noise in the marketplace to induce emotional decisions.

Services Include

  • Planning for Education Funding
  • Professional Portfolio Management
  • Qualified Retirement Plans
  • 401(k) Rollovers
  • Asset Management
  • Cash Management
  • Defined Contribution Plans
  • Financial Planning
  • Fixed Income
  • Lending Products
  • Retirement Planning
  • Trust Accounts


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

Experience

Experience

With nearly 75 years of combined industry experience, what sets us apart is our team of seasoned professionals.  We are committed to helping you grow and preserve your assets.  Our goal is for you to spend less time worrying about your finances and more time focusing on the aspects of your life that bring you joy, meaning and purpose. 

We are a multigenerational team serving multi-generational families 

We are proud to serve an exceptional group of people. Many are retirees.  Some are multi-generational families.  Others are working professionals and entrepreneurs.  Essentially, all have accumulated significant assets and need a team of trusted advisors to help them:

-Maintain their current lifestyle now and in retirement

-Manage a major life transition with confidence, such as the sale of a business, the generational transition of assets, the receipt of a lump sum distribution, divorce or the loss of a loved one.

-Serve future generations and leave a lasting legacy

Financial Guidance for You and Your Family

At the Albach, Wells & Dauer Group, we are devoted to earning your trust every day through ready access and open conversations.  We believe you will recognize us as an important part of your financial journey and a key aspect in securing your family’s financial success with confidence for generations to come.



Working With You

Working With You

Understanding You and Your Needs

We begin with an in-depth conversation to understand your goals and the goals of your family, the concerns you have and what you ultimately would like to achieve.  We review your current and future financial situation, identify the likelihood of reaching your goals, and address any potential shortfalls or the impact of unexpected life events.

Tailoring a Solution for Your Specific Goals

Here, we’ll prepare a comprehensive wealth management plan that addresses your individual income and cash flow needs, investment objectives and guidelines, and risk/return parameters.

Implementing Your Plan

With our guidance, you’ll have access to a comprehensive array of strategies, services and programs that work in tandem to help grow, preserve and transfer your wealth, while remaining aligned with your professional goals and aspirations

First Follow Up Meeting

We help you with organizing and accessing the information about your accounts and answering any questions you have.  Getting acquainted with our technology services is a key element of this meeting. 

Regular Portfolio Review Meetings

Portfolio review meetings are a key part to understanding and achieving your financial goals.  They are scheduled at convenient intervals for you, and provide us an opportunity to review any major changes in your personal or financial situation and make adjustments.  We also review your overall progress toward your long term goals.

Click Here To Access Our New Client Handbook

Awards

Awards

  • 2009 Top Ohio Advisor, Barron's Top 1000 FA's, "Top 40 Under 40" in On Wall Street in 2007.
  • Named to Forbes Magazine's Inaugural List of America's Top Wealth Advisors: State-By-State 2018

Location

Location

  • 7755 Montgomery Road - 2nd Floor
  • Cincinnati, OH 45236


    Our Clients

    Clients

    Our clients are much more than a portfolio of assets- they are families with active lives, who seek a team of advisors who will provide them with thorough, unbiased and carefully considered guidance on a full range of financial needs. When you work with us, you will be treated with respect, care, confidentiality and an unwavering commitment to you and your family.

    We enjoy building deep and enduring relationships and have found we work best with individuals, families, and business leaders whose priorities focus on:

        - Working with a team of thoughtful financial advisors
        - A multi-generational view of family
        - A long-range picture of retirement and personal goals
        - Open conversations about wealth planning and investment expectations

    While each client has a unique personal and professional situation, collectively they all have one thing in common: they are focused on achieving very specific financial goals, so they may secure their family’s financial future and pursue their personal passions.

    Meet The Albach, Wells & Dauer 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 Morgan Stanley Family Office Resources for our ultra high net worth clients, which contains thought-provoking articles, authored by some of the leading FOR specialists.

    Ready to start a conversation? Contact The Albach, Wells & Dauer Group today.

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