The W H M Z Group

OUR MISSION STATEMENT

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

Our Story and Services

Our Core Principles

At The WHMZ Group, we've established one of Morgan Stanley's leading teams of experienced and dedicated professionals. We are committed to a common mission to exceed client expectations. As a team, we share proven principles that guide our efforts. We are client-centered and solution-oriented. Working with our clients, we identify the key issues and leverage our team's experience as well as the resources of Morgan Stanley to deliver strategies, not products. We have considerable years of experience, education and professional development. We follow a disciplined process working with families, businesses, and foundations to develop a long term, dependable and predictable plan designed to meet each of our client's most important priorities. We make client relationships and communication a top priority. We are dedicated to bringing clarity and simplicity to complex financial issues. We are passionate about the communities in which we live and work, and are committed to strengthening those communities through local leadership and service.

 


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

Experience

Experience

Our team structure and focus enables us to provide our clients with advice and tailored solutions for all their financial needs, from investments, banking and lending, to estate planning and insurance solutions. Our team of 16 relationship managers, investment analysts, specialists and operations staff delivers a deeper level of service and advice than generalist financial advisors can provide. Having an internal team of highly experienced investment professionals on our team sets us apart in the industry. Our dedicated relationship managers deliver an unparalleled level of service to our clients. On-staff advisors in all service areas - lending, estate, investment, and retirement planning- ensure that our clients have rapid and direct access to detailed knowledge whenever they
need it.

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Meet The W H M Z 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 W H M Z Group today.

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