The Rojas Group at Morgan Stanley

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The Rojas Group

OUR MISSION STATEMENT

Experienced wealth planning services for your life and legacy goals

Our Story and Services

Our Story

Over the years, our clients have come to appreciate working with a team of professional advisors who has been exposed to many of the same situations they face. We make it a priority to be your financial advocate and do all we can to address the specific challenges you experience. We also believe it is our responsibility to help you prevent mistakes and make sound decisions about your wealth through ongoing education and the delivery of thorough and thoughtful solutions.

Through a series of conver­sations, we guide you through a comprehensive process that culminates in the development of a financial plan, tailored to your specific goals, needs and aspirations. Our ultimate mission is to empower you to be confident in your financial decisions, so you can enjoy the wealth you have accumulated and pursue personal passions that are important to you and your family.

As we begin to work together, we hope you will agree that the strategies and solutions we recommend are carefully structured to provide you with the tools and resources necessary to succeed in today’s fast-paced world, while helping ensure your assets are there when you need them — no matter how long you live or what life events you encounter.

At The Rojas Group, we are committed to doing the right thing for you and your family. We put our clients’ interests first and will be here when you need us most.

Services Include

  • 401(k) Rollovers
  • 529 Plans
  • Cash Management
  • Estate Planning Strategies
  • Municipal Bonds
  • Retirement Planning
  • Sustainable Investing
  • Trust Services*
  • Wealth Management
  • Asset Management


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

Location

Location

  • 7175 N. Pima Canyon Dr.
  • Tucson, AZ 85718


    Working With You

    Working With You

    Our process begins and ends with listening. I ask vital questions about your hopes and dreams, your current financial situation and your investment style . . . and then we listen. It’s an ongoing process through which we understand all we can about you, your family, your business and your goals.

    This disciplined five-step process helps us make informed recommendations and design a flexible plan that is uniquely yours.

     

    Step 1: Listening

    Understanding you and your evolving needs is the most important and ongoing step of our process. What’s vital to you – and what keeps you up at night – will serve as the foundation of the work we do together.

     

    Step 2: Analysis

    Analysis is the review and understanding of your current and future financial situation. We have the specialized tools and resources to determine the likelihood of reaching your goals, while addressing the impact of unexpected life events.

     

    Step 3: Your Tailored Plan

    In this step, we determine which strategies and investments are appropriate for your specific goals, timeline and risk parameter. We build a custom plan with recommendations designed to achieve your particular goals in today’s economic environment. We work in cooperation with your accountant, estate attorney and other financial professionals to ensure your plan is fully integrated.

     

    Step 4: Implementation

    Upon your approval of the plan, we’ll schedule a number of meetings to ensure your account is set up properly and you have convenient access to your account information.

     

    Step 5: Ongoing Service

    Our process is much more than the delivery of a financial plan. It’s an ongoing relationship with forward thinking strategies and a commitment to helping you achieve your goals today and tomorrow.

    Awards

    Awards

    • Jane's Awards and Recognitions:
      Morgan Stanley - 2016 MAKERS
      Morgan Stanley Master's Club - 2011, 2012, 2013, 2014 & 2015
      Immediate Past Chair - Morgan Stanley Wealth Management Diversity Council
      Financial Times Top Financial Advisors - 2015
      Barron's Top 1200 List - 2014 & 2015

    Our Clients

    Clients

    When I began my career in 1982, I gave a lot of thought to the types of individuals and families I would like to serve. I asked myself what were my strengths and perspectives, and who would be best served by my skills and beliefs. 

     
    Over the past 35 years, I have worked hard to develop a strong and active practice. To ensure every client has a personalized experience, I have expanded my team to include Selina, Michaelle and Luis, three seasoned professionals who embody the same principles on which I’ve built my business. Together, we are committed to financial literacy and serving the financial needs of a diverse group of clients:


    - Multi-generational families, including aging parents and financial literacy for children
    - Individuals planning for retirement and Retirees planning for the various stages after retirement
    - Small business owners and entrepreneurs, especially with liquidity needs, loans and banking
    - Women seeking guidance for themselves and their family
    - Individuals experiencing a significant life event, such as the sale of a business, an inheritance, a divorce, or widowhood
    - Corporate executives and medical professionals
    - Businesses and organizations focused on supporting the long-term needs of their employees
    - Latinos needing bilingual and/or bicultural financial and investment expertise


    While each client has specific financial goals and circumstances, all have one thing in common: They’ve accumulated significant assets and need help developing a comprehensive and cohesive wealth strategy. Our role is to help them effectively manage and protect their assets, so they may take care of the people they love, spend more time pursuing the activities they enjoy, and support the causes that are most important to them.


    We come to work every day focused on making a real difference in the lives of our clients and the communities in which we live.

    Meet The Rojas 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

    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

    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

    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 Rojas Group today.

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