Capitol Bay Wealth Management Group at Morgan Stanley

04/15/2026

Congratulations to Carlyn Hensen, Justin Goninen, and Sandy Fletcher for being named to the 2026 Forbes Best-In-State Advisor list.

In our world, strong outcomes are rarely the result of a single moment. They're built through steady follow-through, thoughtful coordination, and a client experience that stays consistent in both calm markets and uncertain ones.

We are grateful for the opportunity to help you pursue the financial future you envision. Thank you for your continued confidence—we look forward to working with you for many years to come.

Source: Forbes (Awarded April 2026) Data compiled by SHOOK Research LLC based for the period 6/30/24–6/30/25. https://www.morganstanley.com/what-we-do/wealth-management/forbes-top-wealth-advisors-lists-2026?ET…
https://www.morganstanley.com/disclosures/awards-disclosure.html

Sandy Fletcher: 2025-2026 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2025-2026). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

Justin Goninen: 2025-2026 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2025-2026). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

Carlyn Hensen: 2021-2026 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2025-2026). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

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03/09/2026

Please join me in giving a warm welcome to the newest member of our team, Ryan Schlimgen! Ryan, a CERTIFIED FINANCIAL PLANNER® is a Wealth Management Analyst and assists the team in portfolio analysis & construction, advanced financial planning, and client relationship management.

Ryan completed his undergraduate studies at the University of Wisconsin-Madison, where he graduated with honors and obtained degrees in both Personal Finance and Economics.

Outside of the office, Ryan is an avid golfer with a 0.2 handicap and enjoys competing in many amateur golf tournaments throughout the state.

02/25/2026

Understanding political trends is crucial for informed investment decisions. Discover how these seven political trends might influence your portfolio strategy in the years ahead.

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02/13/2026

As we share more of our daily lives online, it's important to balance security and convenience. These five tips can put you in greater control of your digital footprint. https://livesocial.seismic.com/auDepg

01/23/2026

For the third consecutive year, our team has been recognized by Forbes as one of the Best-in-State Wealth Management Teams. While recognitions like this are never the goal, we're honored when our work is acknowledged in this way.

This recognition reflects the collective effort of our entire team and, most importantly, the trust you place in us. We're grateful for the relationships we've built and the opportunity to work alongside you through each stage of your financial life.

Thank you for your continued confidence. We look forward to continuing our work together with the same care, thoughtfulness, and long-term perspective that guide everything we do.

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2024-2026 Forbes Best-In-State Wealth Management Teams
Source: Forbes (Awarded Jan 2024*, 2025, 2026) Data compiled by SHOOK Research LLC based for the period 3/31/22-3/31/23, 3/31/23-3/31/24, 3/31/24-3/31/25.)

Note* the 2024 recognition was awarded to both Fletcher-Bartol Team and Four Lakes Wealth Management, both of which merged to create Capitol Bay Wealth Management Group.

https://www.morganstanley.com/disclosures/awards-disclosure/

12/18/2025

Congratulations to Justin Goninen, CFP® for achieving the prestigious Family Wealth Director (FWD) certification! This accomplishment places him among the top 6% of Morgan Stanley Financial Advisors.

The Family Wealth Director designation further enhances his ability to address a wide array of financial concerns, and he will have access to a network of top-tier wealth management professionals with various specializations.

All of us at Capitol Bay Wealth Management Group are excited to see how these new capabilities will benefit our clients and help them achieve their financial goals. Congratulations, Justin! Well deserved!

11/27/2025

Happy Thanksgiving!

11/11/2025

Honoring the courage and commitment of our veterans today. We are deeply grateful for your service.

10/22/2025

How do you stay safe from cyber threats in the age of AI? In recognition of Cybersecurity Awareness Month, join Morgan Stanley's cybersecurity leaders on Tuesday, October 28 to learn essential strategies to protect yourself.

Register here: https://livesocial.seismic.com/aVNUJ9

10/15/2025

As we celebrate Field Service Appreciation Week, we wanted to take a moment to express our heartfelt gratitude to our incredible support staff. Your dedication and hard work are the backbone of our operations, ensuring that everything runs smoothly and efficiently.

Your commitment to excellence and your ability to tackle challenges with grace and professionalism do not go unnoticed. You are the unsung heroes who make it possible for us to deliver exceptional service to our clients and achieve our goals. Thank you - Erin, Jayme, Brenda, and Tanya.