Business is personal. We are dedicated to serving the needs of high net worth individuals and families. Whether it’s bringing your vision of retirement to reality, leaving a philanthropic imprint on your community or passing your values along with your wealth to the next generation, we are your committed ally.
For more than 28 years, Jay and Marietta Hesdorffer have offered a holistic financial planning experience to guide clients through every financial life stage – from wealth accumulation to preservation and to eventual distribution. Today The Hesdorffer Team is four professionals strong with more than 99 years of combined experience.*
Our services include retirement planning, advanced multi-generational planning, lending, philanthropic planning, long term care planning and capital strategies for you and your business. Our clients have come to rely on us as a dependable source of knowledge they can trust.
We are committed to fully customized portfolio construction. Your plan is individually designed with a customized asset allocation reflecting your unique circumstances. Portfolios emphasize tax efficiency, risk control and proper estate planning. We have no allegiance to any particular investment or management organization. Our commitment is to you.
*Jay Hesdorffer, Senior Vice President, Wealth Management
Financial Planning Specialist, Financial Advisor
28 years experience
*Marietta M. Hesdorffer, First Vice President, Financial Advisor
32 years experience
*Vic Katwala, Financial Advisor
8 years experience
*Lin Edral, Senior Registered Associate
31 years experience
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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