Victor/Volrath Group at Morgan Stanley

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Victor/Volrath Group

OUR MISSION STATEMENT

Caring for your Concerns: Wealth Planning for your Needs, your Wants, your Goals.

Our Story and Services

Welcome

Busy executives, entrepreneurial business owners, and aspiring retirees as well as next-generation family members of long-standing clients have found us ready to partner with them caring for their concerns and sharing the work toward their goals.

It all starts with you. No one’s needs or concerns are just like yours. We’ll look together at your resources. And then, we’ll add the resources of our team, over eight decades of combined experience including personalized profession asset management, along with Morgan Stanley’s global resources and expertise.

Together we’ll craft your plan. Together we’ll select our road. We’ll be your guide on that journey…and we love that work. Your confidence can potentially grow as we continue to communicate with you. That confidence will become our bond, whether you want assets to grow, or just want to preserve the wealth you’ve earned. This is what it means to care for your concerns.

 


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

Meet Victor/Volrath 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

Ready to start a conversation? Contact Victor/Volrath Group today.

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