The Hesdorffer Team at Morgan Stanley understands the unique circumstances of high net worth individuals and families with $1MM or more in investable assets.
This husband-wife team knows some clients simply want to get to the finish line and retire with the knowledge they can really afford to do so. Others are philanthropically minded and want to leave an imprint on their community. Still others are more concerned about leaving a legacy to their grandchildren and perhaps passing on their values along with their assets.
For more than 27 years, Jay and Marietta Hesdorffer have helped a wide variety of clients reach a wider variety of objectives. We provide comprehensive financial planning services to guide you through every financial lifestage – from accumulating wealth to preserving what you’ve accumulated to distributing what you’ve preserved. You’ll find us to be your committed ally in your quest for financial fulfillment and a source of knowledgeable advice that is always given with your needs and perspective in mind.
Every step of the investment process is important, but the first step is critical. We call it “Discovery” because that is exactly what we are trying to accomplish: discovering who you are as a person and as an investor while helping you discover or re-discover what is truly most important to you.
With this information we develop a customized plan, determine appropriate investment and planning strategies and then implement after consulting with your attorney, accountant and other financial professionals to help ensure all your strategies work harmoniously.
Our process is thorough but straightforward:
• Assess your objectives, time frame, risk tolerance, assets, values
• Review your cash flow, income tax information and estate structure
• Customize your asset allocation
• Provide investment manager strategy, search and selection
• Provide ongoing review and monitoring
• Provide comprehensive performance reporting and ongoing communications
through regularly scheduled meetings both in person and by phone
To execute your customized asset allocation, we may combine a professionally managed approach that can include third party investment managers, mutual funds, exchange traded funds and alternative investments, as well as individually selected stocks, bonds and even annuities. Each plan is created specifically for your unique circumstances, objectives, time frame and comfort level. We have no allegiance to any particular investment or management organization. Our commitment is to you.
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2013 Five Star Professional Award