Our Story

The Hanley Wolff Group provides personalized financial planning and investment management advice that leverages our team’s collective 60 years of experience and the vast resources of Morgan Stanley.  

We take pride in that many of our clients have worked with us for over two decades, including families whom we have served for multiple generations.  Our consultative approach allows us to establish long-term, trusting relationships. 

We help develop a comprehensive financial plan that reflects a deep understanding of your financial goals and other unique circumstances.  As life evolves, our collaborative approach provides guidance and adapts your financial plan.

We also recognize the importance of a proprietary investment process that utilizes both internal and external points of view.  In an industry that is highly commoditized, we believe in an independent and prudent approach to portfolio management.  We work with you to deliver a personalized investment strategy that incorporates your financial plan.
Services Include
  • Business Succession Planning1
  • Estate Planning Strategies2
  • Retirement Planning3
  • Trust Accounts4
  • Wealth Management5
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Our Clients

Many of our clients are:

Individuals and couples are guided from their early careers though the end of retirement.  We often help families plan for the next generation and collaborate with their CPAs and estate attorneys.

We provide solutions for the wide-ranging financial needs of business owners, from cash management to providing access to the firm’s capabilities for those who are considering liquidity events.

In the case of qualified clients including Family Offices, we provide access to Morgan Stanley’s Custom Solutions (Outsourced CIO) team.

    Location

    8300 Norman Center Dr
    Ste 1150
    Bloomington, MN 55437
    US
    Direct:
    (952) 921-1900(952) 921-1900
    Toll-Free:
    (800) 927-1990(800) 927-1990

    Meet The Hanley Wolff Group

    Photo of Dustin Wolff

    Dustin Wolff, CFP®

    Associate Vice President, Financial Advisor, CERTIFIED FINANCIAL PLANNER, Family Wealth Advisor

    Phone:
    (952) 921-1931(952) 921-1931

    About Me

    Mike is a Financial Advisor and Senior Portfolio Manager at Morgan Stanley with over twenty years of experience in the investment industry. He became a Financial Advisor with Morgan Stanley in 1998 and since then has provided comprehensive wealth management advice and services to individuals and families of substantial wealth.

    Mike creates and manages custom portfolio strategies for his clients, identifying unique opportunities to match their individual investment requirements. He focuses on long-term relationship building and a consultative approach to building comprehensive investment strategies.

    Mike grew up in Rhode Island and graduated from Tulane University with a Bachelor of Arts degree in Economics. Mike has a long-standing love of sailing. He was a competitive sailor while at college and these days he stays involved as a board member of the Minnetonka Yacht Club and of the Lake Minnetonka Sailing School. He is a parishioner and member of the Men's Club at Immaculate Heart of Mary in Minnetonka and an active volunteer at his daughters' schools.

    Mike and his wife Megan live in Shorewood with their two daughters Claire and Katie.
    Securities Agent: TX, MN, WI, WA, VT, SD, SC, RI, PA, OH, NY, NV, NJ, NH, ND, NC, MT, MO, MI, ME, MD, MA, KS, IL, IA, GA, FL, DC, CT, CO, CA, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
    NMLS#: 1278636

    About Me

    Dustin is a Financial Advisor and Portfolio Manager at Morgan Stanley with over fifteen years of experience in the investment industry. He is a Board CERTIFIED FINANCIAL PLANNER™ and works in portfolio management and asset allocation using both traditional and alternative investment strategies. Dustin also focuses in comprehensive wealth planning for individuals and families to assist in multi-generational preservation and growth of assets.

    Prior to joining Morgan Stanley in January 2014, Dustin served as Portfolio Manager for a family office in New York, NY. From January 2008 to December 2013, he was responsible for leadership of the firm’s investment process, including idea generation, hedge fund and mutual fund manager sourcing, due diligence, risk management, cash management, and portfolio construction. Dustin began his career as a hedge fund due diligence analyst.

    He graduated with a Bachelor of Science in Finance from the University of Colorado and holds his Series 7 and 66 licenses.

    Dustin and his wife Lauren live in Plymouth, MN.
    Securities Agent: MN, WI, WA, VT, VA, TX, SD, SC, RI, PA, OH, NY, NV, NJ, NH, ND, NC, MT, MO, MI, ME, MD, MA, KS, IL, GA, FL, DC, CT, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
    NMLS#: 1692174
    CA Insurance License #: #0K58426

    About Me

    As a designated Portfolio Associate at Morgan Stanley, Lauri focuses on providing personal and responsive service while also helping to inform and educate clients.  She is a team player who works in communication and organization.  In addition to having earned her Series 7, 63, 66 & 31 Licenses, she has also received the ACE award for outstanding service.  Lauri has over thirty years of experience in the financial services industry.

    A Minnesota native, Lauri has been a resident of Richfield her entire life.  She has four children, seven grandchildren and one great-grandchild.  In her spare time, Lauri enjoys reading, golfing, and handwork (crocheting and knitting).
    From Our Team

    Dustin Wolff Named to Pacesetters Club at Wealth Management


    Investment and Market Perspectives

    On the Markets

    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
    The Simple Six-Step Retirement Checkup

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    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
    Five Smart Strategies to Use a Bonus or Raise

    Five Smart Strategies to Use a Bonus or Raise

    Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

    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
    Financial Transition: A Guide for Women

    Financial Transition: A Guide for Women

    Here's how to take control of your finances if a death or divorce leaves you holding the reins.

    Business Planning

    Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Qualified Retirement Plans
    • Corporate Pension Funds
    6 Keys to Building a Startup

    6 Keys to Building a Startup

    Entrepreneurs share ideas and learnings from the experience of starting a company.

    Philanthropy

    Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing
    A New Roadmap for Mission Alignment

    A New Roadmap for Mission Alignment

    Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

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    Access Morgan Stanley Online

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    Ready to start a conversation? Contact The Hanley Wolff Group today.
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    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

    1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

    3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

    5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

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    The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable 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”) 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.

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    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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