The Welsh Friesen Group at Morgan Stanley

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The Welsh Friesen Group

OUR MISSION STATEMENT

You have worked hard to distinguish yourself. That is why we help you preserve your wealth, grow it, and ultimately pass it along carefully.

Our Story and Services

We Believe

• The #1 priority in life is family.
• Buying, holding, and hoping is not a strategy.
• Being straightforward and transparent matters.
• Your investments should not be driven by emotion.
• Protecting your assets is critical.
• CNBC and other media outlets are not necessarily acting in your best interest


 Why it Matters to You:

With over 35 years of combined experience in the industry, we deliver high-caliber wealth management and concierge service with one goal in mind: To help you preserve your wealth, grow it, and ultimately pass it along carefully.

Whether you’re a successful business owner or an executive, we start by asking you a few simple and sometimes hard-to-answer questions: What keeps you up at night? What gets you excited about going to work in the morning? If you’re selling your business, have you considered your ‘life-after-the-sale plan’? How do you envision life when you retire?

Throughout our process, we are straightforward and honest. We tell you what you need to hear—It may not be what you want to hear.

We are selective about who we work with. By limiting the number of our clients, we sharpen our focus on each relationship in order to help meet the needs of you and your family.

If you’d like to have a conversation so we can learn more about your challenges, please call us at (402) 399-1541.


Services Include

  • Financial Planning
  • Asset Management
  • Retirement Planning
  • Business Planning
  • Business Succession Planning
  • Cash Management
  • Lending Products
  • Philanthropic Services
  • Planning for Education Funding
  • Estate Planning Strategies


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

Wealth Management

We believe the most complex problems often have the simplest solutions. In fact, our greatest satisfaction comes from meeting the challenges of a client’s complex needs. Whether it’s managing a business, funding their expansion, or estate planning—we create a step-by-step approach to help you solve your challenging problems.

In terms of our wealth management philosophy, we believe in intentional investing. Which simply means, we define what upside we are investing for and what downside we are willing to accept. Then we spend a lot of time reviewing your current holdings and engaging in quantitative and technical analysis to determine where your money can be most effective. 

We also help you enhance returns and add diversification with alternative investments such as private equity, private credit, and hedge funds. Whatever investment strategy we decide on, we are thorough, methodical, and constantly evaluate your progress against our predetermined goals.


Business Owners

As a business owner, you have devoted your career to building your enterprise. Now it is time to plan for what comes next: enjoying the rewards, spending more time with your family, and pursuing new challenges. It is a transition that is among the most complex in the business world—and life. Creating and growing a successful business is seldom just about money, nor is the decision to exit the business—whether that exit is through an IPO, merger with another company, private sale or succession within the family. The process is intense, the details complex, and the decisions often an unexpected combination of the personal and financial.

A large part of the equation is income tax planning. Working in coordination with your outside tax and legal advisors, we can help you evaluate the impact of exit opportunities on your income taxes so that you can plan ahead and take advantage of strategies such as stock options or philanthropy to reduce your tax liability.


Your Sons & Daughters

We take great pride in the knowledge that many of our clients not only trust us to help create their financial futures, but also refer their children to us. Some of our clients have been with us for more than 20 years, and we are privileged to work with the third generation in some of these families. There is no greater satisfaction than to have been welcomed into a family throughout their important life stages—educational planning, real estate purchases, business succession, retirement, and estate planning.

It comes down to this—your sons and daughters deserve a bright future, and our financial roadmap will help get them there.


Events

Events

From wine tastings to hedge fund education seminars, learning to cook with a private chef to golf clinics, we enjoy spending time with our clients outside of our office. Multiple times a year we host client friendly events to entertain, educate, and enjoy the time spent getting to know our clients even better. 

A few of our past events include:



curcling invite.PNGreal estate event.PNGshredding event.PNG

Meet The Welsh Friesen Group

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

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

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

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

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 Welsh Friesen Group today.

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