The Oehmke Group at Morgan Stanley

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The Oehmke Group


The Oehmke Group, is committed to working with you to develop personalized strategies to help you achieve your financial goals.

Our Story and Services

Helping You Enhance Your Wealth and Your Life

As your financial priorities evolve, you benefit from working with experienced advisors who understand how your changing objectives align with both your overall wealth management strategy and your vision for the future.  At The Oehmke Group, we are committed to working with you to develop personalized strategies that help you achieve your goals, whether you are seeking to grow, preserve or transfer your wealth to the next generation. We understand that investments are only one important piece of an interwoven financial life that encompasses your family, your professional endeavors and your legacy.

Supporting You Every Step of the Way

Our clients are individuals, families, small businesses and government entities seeking to enhance their wealth while balancing risk and opportunity. Our holistic approach to wealth management is designed to help you navigate the complex financial markets of today and prepare for the inevitable transitions and unforeseen circumstances of tomorrow. By applying a disciplined investment philosophy and a highly customized investment process, we strive to deliver strategies that are flexible enough to adapt to your evolving needs. We also work closely with your other professional advisors to bring together all of the elements of your financial life – money management, retirement planning, estate planning, insurance, taxes and succession planning – into a cohesive, integrated wealth management plan.

A Family Business

The Oehmke Group at Morgan Stanley is family-run, so we recognize the importance of ensuring longevity and protecting the future of your children and grandchildren. We are proud of the relationships we have built with our clients and their families, many of which seamlessly extend to the next generation. We look forward to working closely with you to pursue and achieve your goals.

Services Include

  • Wealth Management
  • 401(k) Rollovers
  • 529 Plans
  • Annuities
  • Asset Management
  • Business Planning
  • Business Succession Planning
  • Cash Management
  • Certificates of Deposit
  • Corporate Retirement Plans
  • Estate Planning Strategies
  • Exchange Traded Funds
  • Executive Financial Services
  • Financial Planning
  • Lending Products
  • Life Insurance
  • Long Term Care Insurance
  • Municipal Bonds
  • Planning for Special Needs Individuals
  • Professional Portfolio Management
  • Qualified Plans
  • Qualified Retirement Plans
  • Retirement Planning
  • Trust Accounts

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

Financial Planning

Financial Planning

Leveraging our vast resources—including intellectual capital, experience and dedicated personal service—we can work with you to create a personalized wealth strategy. Our 4 step approach to Wealth Management is formal yet flexible. Over time, we can adapt it to changing circumstances, helping you to achieve—and to protect—your goals.

WM process.pngDISCOVER

Our relationship begins with a thorough understanding of you – your needs, your lifestyle and family, and your goals for the future.


I work with you to develop a roadmap to help you achieve and protect the outcomes you envision.


Next, I can help you implement investment, retirement, trust services, lending, cash management and insurance solutions suited to your needs.


Achieving your goals requires vigilance and flexibility. I’ll help you monitor your progress and make adjustments as life evolves, markets and tax laws shift, and priorities change.

Women & Wealth

Women and Wealth

Wealth is about more than just your money.

True wealth is also about your life and the things you value most. Regardless of whether you are married, divorced or widowed; have a family and /or career; own your business, create your wealth or inherit assets, there are relationships, interests and goals that bring you joy. These vital elements need to be at the heart of your wealth plan.
You will find your Morgan Stanley Financial Advisor to be a reliable source of objective information and ideas as you begin to assess how to best manage your wealth. Your Advisor is an advocate within our firm, an intelligent editor who selects and aligns the many capabilities of Morgan Stanley for you, delivering resources in the way that is appropriate for how you invest and what you want to achieve.

Meet The Oehmke Group


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


Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing


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

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


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 Oehmke Group today.

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