
Lee J Dunayer
The Fortress Group at Morgan Stanley
The Fortress Group at Morgan Stanley provides select families and individuals with an exceptional wealth management experience. We believe success begins with a comprehensive strategy tailored to your lifestyle goals and legacy wishes. Our role as Wealth Managers is to understand what matters most to you and develop personalized strategies to help you achieve your financial objectives.
A Customized Approach to Wealth Management
We take an active approach to managing your assets, customizing our investment strategies to align with your specific needs. Through Morgan Stanley, we have access to industry-leading research and market intelligence across all asset classes, helping us to position our clients in the best investment strategies available.
Adapting to Your Evolving Financial Needs
Just as your life evolves, so should your financial plan. Through annual reviews, we adjust your strategy to ensure it remains aligned with your goals and adapts to changing circumstances. With over 40 years of combined experience, our team leverages its collective experence to provide the highest level of service and guidance.
Helping You Build a Lasting Legacy
At The Fortress Group, we are committed to helping you achieve a rewarding lifestyle and financial legacy. Whether you're planning for the future, growing your wealth, or securing your family's financial well-being, we are here to provide the experience and support you need.