The Wedeen Hammer Group at Morgan Stanley

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The Wedeen Hammer Group

OUR MISSION STATEMENT

We provide wealth management services with a holistic planning approach.

Our Story and Services

Our Mission

We provide wealth management services with a holistic planning approach.  Our clients are primarily families, business owners and retirees whom we help make more informed decisions about their money and the growth and protection of their assets and estates.  We treat our clients as we would our own families and aspire to build lasting, meaningful relationships based on trust, integrity and superior client service.

Services Include

  • Financial Planning
  • Retirement Planning
  • Estate Planning Strategies
  • Philanthropic Services
  • Fixed Income
  • 401(k) Rollovers
  • Annuities
  • Life Insurance
  • Long Term Care Insurance
  • Sustainable Investing


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

Community Involvement

Community Involvement

The Wedeen Hammer Group is committed to our community and contributes to various non-profit organizations in a variety of ways. Several team members participate on boards of non-profit organizations or volunteer time to special events which support causes that are near and dear to us. Throughout the year, as a team, we also sponsor events or community initiatives that we feel can have a lasting impact.

Below is a compilation of organizations and events with which we are involved.

Aptos Chamber of Commerce
Aptos History Museum
Big Brothers Big Sisters
Cabrillo College Foundation – Women’s Educational Success
Catamaran Literary Reader
Canine Companions for Independence
Corralitos Newsletter
Diversity Center of Santa Cruz County
Dominican Hospital Foundation
Farm Discovery at Live Earth Farm
Hospice of Santa Cruz County
Insight Santa Cruz
Kuumbwa Jazz
Open Studios
Santa Cruz Hillel
Santa Cruz Host Lions
Santa Cruz Masters
Santa Cruz Shakespeare
Santa Cruz Symphony
Santa Cruz Triathlon race committee
Scotts Valley Falcon Club
Second Harvest Food Bank
Temple Beth El
UCSC Slug Aquatics
United Way of Santa Cruz County
Vine Hill School
Vista Center for the Blind and Visually Impaired

Meet The Wedeen Hammer Group

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.

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

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

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

Ready to start a conversation? Contact The Wedeen Hammer Group today.

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