Amber Wright
Wealth Management Associate
Phone:
(907) 263-5762(907) 263-5762
Jack Hartmann
Senior Vice President,
Financial Advisor
Direct:
(907) 263-5728(907) 263-5728
Toll-Free:
(800) 233-2511(800) 233-2511
My Mission Statement
Our greatest satisfaction comes from working with clients over the long term, assisting them in realizing their unique financial ambitions. Our objective is to simplify your financial life, harnessing assets to work toward building a legacy for future generations, charitable giving or whatever you may dream. We offer valuable financial counsel, helping clients preserve and grow their assets to achieve their financial goals. By choosing The Hartmann Group, you will benefit from over 36 years of combined experience, financial knowledge, and superior client service with a personal touch, saving you precious time to spend on whatever you love most.
My Story and Services
Jack Hartmann is a Financial Advisor at Morgan Stanley Wealth Management. He joined the firm in February 2012. His practice is focused on constructing comprehensive wealth building plans for families and individuals. Jack’s extensive experience working with Alaska Native Corporations has given him deep insight into the specific challenges they and their shareholders face, and he is humbled to put the knowledge he has gained to work for his clients.
Jack’s decision to pursue a career in finance was largely influenced by his father who was also a successful financial advisor. Raised at an early age to read and understand financial literature, Jack developed a keen interest in the business. He expanded his knowledge by attending George Fox University where he received an Undergraduate Degree in Business Administration and Azusa Pacific University graduating with a Master of Arts in Management.
Building deep and long lasting relationships is one of Jack’s most deeply held values. He utilizes Morgan Stanley’s technology platform and vast resources including education and estate planning, trust service, and insurance to meet his clients’ needs.
Jack is a member of Anchorage Chamber of Commerce. An avid fitness enthusiast who competed in Track and Field while attending college, he can be found at the gym or enjoying the Alaskan outdoors hiking, hunting and fishing. He is married to Makenna Hartmann, has a three-year-old daughter, Faroe, and a new baby girl, Sloane, born December 2022. The Hartmann's live in Anchorage with their Miniature Schnauzer Millie.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
Jack’s decision to pursue a career in finance was largely influenced by his father who was also a successful financial advisor. Raised at an early age to read and understand financial literature, Jack developed a keen interest in the business. He expanded his knowledge by attending George Fox University where he received an Undergraduate Degree in Business Administration and Azusa Pacific University graduating with a Master of Arts in Management.
Building deep and long lasting relationships is one of Jack’s most deeply held values. He utilizes Morgan Stanley’s technology platform and vast resources including education and estate planning, trust service, and insurance to meet his clients’ needs.
Jack is a member of Anchorage Chamber of Commerce. An avid fitness enthusiast who competed in Track and Field while attending college, he can be found at the gym or enjoying the Alaskan outdoors hiking, hunting and fishing. He is married to Makenna Hartmann, has a three-year-old daughter, Faroe, and a new baby girl, Sloane, born December 2022. The Hartmann's live in Anchorage with their Miniature Schnauzer Millie.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) and its Financial Advisors and Private Wealth Advisors do not provide any tax/legal advice. Consult your own tax/legal advisor before making any tax or legal-related investment decisions.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
Securities Agent: NM, CA, NC, IL, NJ, MT, FL, NY, MN, LA, KY, TN, OH, MI, HI, AK, NV, ND, IN, AZ, OR, MO, KS, GA, CO, TX, OK, MA, ID, WI, WA, VA, SC, PA; General Securities Representative; Investment Advisor Representative
NMLS#: 1312548
NMLS#: 1312548
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
The Advice You Get Matters
Not all advice is the same. My advice is backed by advanced technology, exceptional insight and institutional resources that can't be found just anywhere.
I offer wealth planning informed by deep insight, developing comprehensive strategies designed to help meet your goals. I take the time to develop a deep understanding of your complete financial picture, using your unique objectives to construct an investment strategy unique to you. I will be communicating with you regularly throughout our relationship, and we'll make adjustments to your financial plan as your life and the markets change.
I offer wealth planning informed by deep insight, developing comprehensive strategies designed to help meet your goals. I take the time to develop a deep understanding of your complete financial picture, using your unique objectives to construct an investment strategy unique to you. I will be communicating with you regularly throughout our relationship, and we'll make adjustments to your financial plan as your life and the markets change.
Working With You to Provide
- Personalized Advice
- Comprehensive Financial Planning
- World Class Standard of Care
- Focus on Issues Affecting Native Corporations
Digital Tools from Morgan Stanley
Morgan Stanley's suite of Modern Wealth Management tools makes it easier for my clients to view and manage their finances. It also allows me to provide more customized advice and better service so you can make better decisions.
Morgan Stanley Online and MS Mobile
Morgan Stanley Online (MSO) has a variety of features beyond simply viewing your account balance and activity.
eAuthorizations: Authorize transactions securely, with a single click on Morgan Stanley Online and the Morgan Stanley Mobile App.
eDelivery: An average of 7 people touch your paper mail on its way to your mailbox. Our secure eDelivery protects your personal information from falling into the wrong hands, allowing me to provide you with a faster response, more securely
Pay bills online, send money, transfer funds. Managing your personal finances is easier on MSO.
Morgan Stanley Online RegistrationeAuthorizations: Authorize transactions securely, with a single click on Morgan Stanley Online and the Morgan Stanley Mobile App.
eDelivery: An average of 7 people touch your paper mail on its way to your mailbox. Our secure eDelivery protects your personal information from falling into the wrong hands, allowing me to provide you with a faster response, more securely
Pay bills online, send money, transfer funds. Managing your personal finances is easier on MSO.
Spending + Budgeting Tool
Efficiently track spending habits, easily categorize various expenses and create budgets across all of your accounts from both Morgan Stanley and external financial institutions. By sharing this information with me, I can help you align your daily spending to your long-term goals.
More Information on the Spending + Budgeting Tool
Total Wealth View
Total Wealth View allows you to link your financial information from other accounts at other institutions directly to your Morgan Stanley Online or Mobile App profile.
The ability to view all your assets in one place allows me to deliver advice based on your entire financial picture, rather than just based on the piece here at Morgan Stanley.
Total Wealth ViewThe ability to view all your assets in one place allows me to deliver advice based on your entire financial picture, rather than just based on the piece here at Morgan Stanley.
LifeView®
With LifeView®, we'll define a portfolio that gets you to, and lasts you through, your retirement years. We'll create a financial framework to make sure we're on track in both phases of your retirement.
You'll Benefit From:
- A plan designed to achieve your goals, tailored to your
specific risk preferences and circumstances
- Comprehensive monitoring
- Adjustments made for changes in the market
You'll Benefit From:
- A plan designed to achieve your goals, tailored to your
specific risk preferences and circumstances
- Comprehensive monitoring
- Adjustments made for changes in the market
Digital Vault
No more searching for vital financial documents. The Digital Vault* on Morgan Stanley Online and the Mobile App allows you to build a central, shared document library where all documents are stored using encryption, guarded by Morgan Stanley's industry-leading cyber-security tools and team.
Keeping important documents and financial records organized and readily available is incredibly important. In the event of catastrophe or serious illness, your Family Records Organizer can immediately provide vital, timely information to both your family and professional advisors.
*Not all documents can be accepted into Digital Vault.
Learn MoreKeeping important documents and financial records organized and readily available is incredibly important. In the event of catastrophe or serious illness, your Family Records Organizer can immediately provide vital, timely information to both your family and professional advisors.
*Not all documents can be accepted into Digital Vault.
What We Do
We’ve worked with Native Corporations and Tribes for 16 years, helping clients with investment advisory, management services and more.
Every Corporation is unique, with their own opportunities and challenges. We begin by learning about the Corporation’s structure and objectives. What we learn helps us to formulate specific strategies and, of equal importance, it helps us customize the entire relationship to your preferences and requirements.
Step 1: Identify the Account Structures
Examples:
- Permanent Fund
- Settlement Fund
- Education Fund
- Operating Fund
- Reserve Fund
- Elderly Assist Fund
Step 2: Review the Investment Policy Statement for:
- Governance & Fiduciary Issues
- Strategic Initiatives
- Fund Objectives
- Constraints
- Liquidity Needs
- Risk Tolerance
- Time Horizon
Step 3: Establish Asset Allocation Framework:
- Start with Investment Policy Guidelines
- Analyze Expected Returns/Volatility
- Portfolio Risk/Return Projections
- Portfolio Stress Test
- Construct Strategic Long and Short-Term Allocations
* Asset Allocation does not assure a profit or protect against loss in declining financial markets.
Every Corporation is unique, with their own opportunities and challenges. We begin by learning about the Corporation’s structure and objectives. What we learn helps us to formulate specific strategies and, of equal importance, it helps us customize the entire relationship to your preferences and requirements.
Step 1: Identify the Account Structures
Examples:
- Permanent Fund
- Settlement Fund
- Education Fund
- Operating Fund
- Reserve Fund
- Elderly Assist Fund
Step 2: Review the Investment Policy Statement for:
- Governance & Fiduciary Issues
- Strategic Initiatives
- Fund Objectives
- Constraints
- Liquidity Needs
- Risk Tolerance
- Time Horizon
Step 3: Establish Asset Allocation Framework:
- Start with Investment Policy Guidelines
- Analyze Expected Returns/Volatility
- Portfolio Risk/Return Projections
- Portfolio Stress Test
- Construct Strategic Long and Short-Term Allocations
* Asset Allocation does not assure a profit or protect against loss in declining financial markets.
Location
2550 Denali Street
Suite 1700
Anchorage, AK 99503
US
Direct:
(907) 263-5728(907) 263-5728
Toll-Free:
(800) 233-2511(800) 233-2511
Meet My Team
Lindsey Sawicki, CFP
Senior Registered Client Service Associate
Phone:
(907) 263-5761(907) 263-5761
About Amber Wright
Amber Wright is the Wealth Management Associate for The Hartmann Group at Morgan Stanley. Drawing on nearly 18 years of experience in the financial services industry, including previous experience working for a company that designed pension plans, Amber manages retirement plans while overseeing daily operations for The Hartmann Group. She is available to answer clients’ questions, and seeks to handle delicate situations with care and grace.
Amber has earned her Series 7, 65, 63 and 31 licenses. Amber is a member of the American Association of Notaries, able to assist clients with important paperwork requiring a witness.
Amber moved to Anchorage in 1981 from Medford, OR. She is a graduate of both East Anchorage High as well as the University of Alaska, earning a BA in Psychology. Amber enjoys spending time at her family cabin, fishing and four-wheeling. Every September she goes moose hunting with her family, and she loves to travel with her sister. When in town, Amber’s favorite pastime is enjoying the long Alaskan summer days with her dog, Gus, and her adopted cat, Elsa. Amber is a supporter of the American Cancer Society and the American Diabetes Association.
Amber has earned her Series 7, 65, 63 and 31 licenses. Amber is a member of the American Association of Notaries, able to assist clients with important paperwork requiring a witness.
Amber moved to Anchorage in 1981 from Medford, OR. She is a graduate of both East Anchorage High as well as the University of Alaska, earning a BA in Psychology. Amber enjoys spending time at her family cabin, fishing and four-wheeling. Every September she goes moose hunting with her family, and she loves to travel with her sister. When in town, Amber’s favorite pastime is enjoying the long Alaskan summer days with her dog, Gus, and her adopted cat, Elsa. Amber is a supporter of the American Cancer Society and the American Diabetes Association.
About Lindsey Sawicki
Lindsey Sawicki is a Senior Registered Client Service Associate with Morgan Stanley Wealth Management, assisting Jack and Amber in overseeing the operation and administration of client accounts at Morgan Stanley since 2021. Lindsey has a diverse 13-year background in the financial industry that has included experience in personal banking, working with government and public non-profit employees with retirement planning, financial advising and planning, small business ownership, and customer service. Lindsey also holds the CERTIFIED FINANCIAL PLANNER ™ and Chartered Financial Consultant designations. It is her commitment to excellence, paired with her strong financial background that allows her to aid in The Hartmann Group’s operation and administration of client accounts and helping to elevate the client service experience.
Lindsey is a life-long Alaskan, having grown up on Kodiak Island, and in Anchorage, and she attained her undergraduate degree in International Studies from University of Alaska, Anchorage. Lindsey has been married to her husband, Mariusz, for over 17 years and has a 6 year old daughter, Mable June. The Sawicki's enjoy travelling, exploring, and camping in their free time!
*Disclaimer: This role cannot solicit or provide investment advice
Lindsey is a life-long Alaskan, having grown up on Kodiak Island, and in Anchorage, and she attained her undergraduate degree in International Studies from University of Alaska, Anchorage. Lindsey has been married to her husband, Mariusz, for over 17 years and has a 6 year old daughter, Mable June. The Sawicki's enjoy travelling, exploring, and camping in their free time!
*Disclaimer: This role cannot solicit or provide investment advice
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Ian McCormick
Private Banker
About Ian McCormick
Ian McCormick is a Private Banker serving Morgan Stanley Wealth Management offices in Oregon.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Ian began his career in financial services in 2011, and joined Morgan Stanley in 2015 as a Private Banker. Prior to joining the firm, he was a Director of Business Development at Fort West. He also served as a Production Manager-Loan Officer at Churchill Mortgage.
Ian is a graduate of Oregon State University, where he received a Bachelor of Science in Finance. He lives in Portland, Oregon with his family. Outside of the office, Ian enjoys hunting, fishing, skiing and rafting.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Ian began his career in financial services in 2011, and joined Morgan Stanley in 2015 as a Private Banker. Prior to joining the firm, he was a Director of Business Development at Fort West. He also served as a Production Manager-Loan Officer at Churchill Mortgage.
Ian is a graduate of Oregon State University, where he received a Bachelor of Science in Finance. He lives in Portland, Oregon with his family. Outside of the office, Ian enjoys hunting, fishing, skiing and rafting.
NMLS#: 845310
Wealth Management
Global Investment Office
Portfolio Insights
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Ready to start a conversation? Contact Jack Hartmann today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
