The Wetzel Group at Morgan Stanley

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The Wetzel Group

OUR MISSION STATEMENT

Experience, intellectual capital and dedicated personal service to help you meet your life goals

Our Story and Services

Our Story

Managing Wealth, Making a Difference

At The Wetzel Group, we care deeply about the work we do as your wealth management team. At the heart of our practice is a determination to help you do more than just beat a performance benchmark. We believe it is our responsibility to align your finances with your overall mission, using appropriate strategies and disciplines to help achieve your specific goals. If done properly, we feel individuals and institutions today do not have to give up performance to invest with purpose.

As passionate advocates for sustainability and philanthropy, we are proud to align ourselves with Morgan Stanley, a firm deeply committed to the same mission-based principles in which we believe. Morgan Stanley has devoted significant resources to these important efforts and is a recognized leader in the Impact Investing arena.

Over the years, we have developed the skills to determine the best strategies to pursue your inherent values without sacrificing performance. We understand the importance you place on responsible investing as part of your greater mission. In fact, Morgan Stanley has built an “open architecture” platform that enables us to work with investment managers who can screen for certain securities and introduce investments that correlate to your mission.

We are seasoned financial advisors who come to work every day engaged in making a real difference in the lives of our clients. We believe you will not find a team of professionals more committed to helping you achieve your personal financial goals. We are committed to helping you preserve and build your wealth and will work to strengthen your financial security for generations to come.

Services Include

  • Wealth Management
  • 401(k) Rollovers
  • Alternative Investments
  • Asset Management
  • Cash Management
  • Executive Financial Services
  • Financial Planning
  • Life Insurance
  • Long Term Care Insurance
  • Retirement Planning
  • Endowments and Foundations


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

Experience

Experience

With a complementary set of skills, knowledge and experience, we are a closely-knit team of six seasoned wealth management professionals. We are innovative by nature, seeking out new capabilities to create greater opportunities for our clients. What’s more, we value loyalty to each other and to the families and institutions we serve every day. We have deep roots in our community and a deeper commitment to sustaining its character for future generations.

Our clients believe, as we do, in the importance of building a longstanding relationship with their wealth management team. They have grown to depend on our proactive, “high touch” service that is specially designed to ensure every client feels like our only client. Above all, as a multigenerational team who understands the importance of family and the financial freedom to pursue personal interests, they appreciate our true passion for finding solutions to their specific challenges.

Over the years, we have enjoyed sharing our knowledge and experiences with our clients, providing perspective and financial guidance as they take on new challenges. Committed to helping you grow and protect your assets, we will work to earn your trust, so we may proudly be recognized as your financial family through every one of life’s important milestones.

Working With You

Working With You

As the financial world becomes more complex and investment choices multiply, careful planning becomes even more important. As your Financial Advisors, our role is to help you develop a strategy that lays out a clear path to your goals; one you can easily follow, knowing you are making informed, confident decisions. 

Together, we will explore a broad range of topics that are likely to influence your financial future. What we discover will become the foundation for an investment strategy that is based on who you are and where you want to go. Over time, we will revise your strategy to reflect new priorities in your life and changes in the investment environment.

Step 1: Discover & Understand

We begin with an in-depth conversation where we listen carefully to understand what is important to you, your family and your legacy. We learn about the values that shape your decisions and identify any challenges and circumstances unique to your personal situation.

Step 2: Analyze & Assess

Next, we review your current and future financial situation, determine the likelihood of reaching your goals and address any potential shortfalls or the impact of unexpected life events. In this step, we also reach out to your CPA and estate attorney to understand your existing estate plan, so we can ensure the strategies we recommend are cohesive and fully coordinated.

Step 3: Propose & Implement

Here, we present a tailored wealth management plan with specific strategies designed to achieve your particular goals. Upon your approval and with our guidance, we set into motion a course of action that strives to align your values and vision with your personal definition of financial success.

Step 4: Monitor & Adapt

We oversee your progress towards your goals through ongoing calls and meetings. We may recommend adjustments over time, due to changing market conditions or changes in your circumstances, to help keep you on track towards achieving your goals.

Our Clients

Clients

We believe the best relationships are built on trust, understanding and shared values. We also believe a disciplined investment philosophy and process are critical to achieving your goals. To that end, we are committed to providing the following core values that serve as the foundation of our practice:

A Deep Passion for Helping Others. We are dedicated to building deep and longstanding relationships, based on trust and integrity. We do this by working with a select group of individuals, families, foundations and endowments. We guide them through each challenge by maintaining a close relationship, and by providing the experience and strategies to help keep them on course to achieving their specific financial goals. 

A Team Approach. We believe you are entitled to the best advice possible. As a result, we have assembled a group of highly skilled professionals whose priority is you. As your wealth managers, we review your complete financial picture and help identify any gaps. When appropriate, we consult with key specialists to evaluate your unique challenges and devise specific recommendations.

Investing with Impact. Our platform offers a thoughtful approach for those seeking to invest more deliberately towards social and environmental improvement without sacrificing financial performance potential. It represents an important component of our strategic thinking, setting us apart from traditional advisors.

Concierge Service. Our clients believe in building a longstanding relationship with their wealth management team. They have grown to depend on our “high touch” service model. Above all, they appreciate our true passion for finding solutions to their specific life challenges.

Our practice is focused on helping you make informed, confident decisions on your most important financial concerns. Our ultimate goal is to empower you to spend more time doing those things that matter most to you, knowing we are working hard to help ensure your continued prosperity.

Meet The Wetzel 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

Mosaic

Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.

Ready to start a conversation? Contact The Wetzel Group today.

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