George C Tang, CFA, CFP®
Senior Vice President, Financial Advisor, Senior Portfolio Manager, Senior Investment Management Consultant
Phone:
(630) 245-6047(630) 245-6047
George C Tang, CFP®, CFA®
Senior Vice President,
Financial Advisor,
Senior Portfolio Manager
Direct:
(630) 245-6047(630) 245-6047
Toll-Free:
(800) 755-9755(800) 755-9755
My Mission Statement
I focus on providing integrated wealth strategies to help investors cope effectively with the complexity of their wealth, so that they can free up their time and resources to enjoy their lives.
About George C. Tang, CFA, CFP, Financial Advisor
Leveraging decades of investment experience, my team and I help our clients uncover timely opportunities and avoid major mistakes. We focus on helping our clients save time and build wealth, so they will not have to handle financial stress on their own.
My investment approach resonates well with certain clients because of my personal connection to my work.
When I lost my father at an early age, I saw firsthand how my mother had to take on the role of the family financial decision-maker. Anxious to take some pressures off my mother, I set out to learn all I could about the financial markets through self-study after work . Inspired by my family's experience, after just a few years in the engineering field, I pursued a career in wealth management, where I could help other families achieve their financial goals.
My four steps investment process involves eventually setting up short, medium and long-term strategies that are designed to match my clients' respective goals.
My investment approach resonates well with certain clients because of my personal connection to my work.
When I lost my father at an early age, I saw firsthand how my mother had to take on the role of the family financial decision-maker. Anxious to take some pressures off my mother, I set out to learn all I could about the financial markets through self-study after work . Inspired by my family's experience, after just a few years in the engineering field, I pursued a career in wealth management, where I could help other families achieve their financial goals.
My four steps investment process involves eventually setting up short, medium and long-term strategies that are designed to match my clients' respective goals.
Securities Agent: KS, KY, MI, NJ, NV, NY, OR, TX, VA, WA, AZ, CA, CO, DE, FL, GA, IA, IL, IN; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1279375
CA Insurance License #: 0B72887
NMLS#: 1279375
CA Insurance License #: 0B72887
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Philosophy and Principle
Time and money are two precious commodities. However, they are never as important as health and family.
My goal is to help my clients have more time and money, so that they can enjoy their health and their family. I accomplish this goal by focusing on high quality investments with great track records to succeed.
With all factors being equal, I actively seek out the low cost investment options to minimize the investment expenses.
Clients' best interests always come first - that is my uncompromising principle.
My goal is to help my clients have more time and money, so that they can enjoy their health and their family. I accomplish this goal by focusing on high quality investments with great track records to succeed.
With all factors being equal, I actively seek out the low cost investment options to minimize the investment expenses.
Clients' best interests always come first - that is my uncompromising principle.
Investment Process
Having the right process in place is just as important as being in the right products. When I develop a process to work with a new client, I look for steps that are clear, relevant and repeatable for most clients. The clients are the ultimate beneficiaries of the process.
Over the years, I have fine-tuned my process into four steps:
First, fact finding. At this stage, the clients need to be willing and open to share information with us. This will include sharing their financial and personal information, time horizons, goals, fears and aspirations. The more thorough we know about our clients, the better we can help.
Second, conducting comprehensive reviews of the clients' financial pictures. This step involves plenty of analyzing, formulating, planning and strategizing on our part to come up with plans that will likely work.
Third, putting together customized investment proposals. We will analyze the clients' existing holdings and come up with tax efficient and low cost alternatives for implementation.
Lastly, assessing our progress. We make ourselves accountable and share with our clients how they have done. This is usually conducted once a year and is usually the most gratifying step of the process.
Clients' personal situations do change from time to time. We take advantage of regular email/phone/zoom communications with our clients throughout the year to adjust our process.
Over the years, I have fine-tuned my process into four steps:
First, fact finding. At this stage, the clients need to be willing and open to share information with us. This will include sharing their financial and personal information, time horizons, goals, fears and aspirations. The more thorough we know about our clients, the better we can help.
Second, conducting comprehensive reviews of the clients' financial pictures. This step involves plenty of analyzing, formulating, planning and strategizing on our part to come up with plans that will likely work.
Third, putting together customized investment proposals. We will analyze the clients' existing holdings and come up with tax efficient and low cost alternatives for implementation.
Lastly, assessing our progress. We make ourselves accountable and share with our clients how they have done. This is usually conducted once a year and is usually the most gratifying step of the process.
Clients' personal situations do change from time to time. We take advantage of regular email/phone/zoom communications with our clients throughout the year to adjust our process.
Costs involved when working with an advisor
With today's proliferation of online trading and free investment advice, many new investors often wonder what value a financial advisor brings to the table. In my opinion, a good financial advisor can not only save the clients' time, he can also help them avoid major mistakes that the clients would not otherwise recognize until years later. On the surface, many investment portfolios appear similar on a day-to-day basis. However, It is only through the test of time may an investor recognize the benefits of insightful, forward looking investment planning.
The typical costs that a client pays come from managed fees, commissions, internal expenses, mark-ups and accounts fees. Any particular client may pay one or a few of these costs, depending on the customized program. The various investments that we offer, such as stocks, mutual funds, exchange traded funds, fixed income investments, annuities and life insurance, all carry different fees and expenses - some are shown when the investments are bought and the rest are shown as internal expenses listed in the prospectuses.
As an advisor, I believe that it is important for clients to know the costs they pay when have a business relationship with me. Our relationship should be based on cost transparency and all costs are disclosed before any investment plans are put into action.
Investments are selected based on quality, the uniqueness of the strategy and performance. When these factors are equal, I recommend the low cost options to minimize overall investment expenses for my clients.
The typical costs that a client pays come from managed fees, commissions, internal expenses, mark-ups and accounts fees. Any particular client may pay one or a few of these costs, depending on the customized program. The various investments that we offer, such as stocks, mutual funds, exchange traded funds, fixed income investments, annuities and life insurance, all carry different fees and expenses - some are shown when the investments are bought and the rest are shown as internal expenses listed in the prospectuses.
As an advisor, I believe that it is important for clients to know the costs they pay when have a business relationship with me. Our relationship should be based on cost transparency and all costs are disclosed before any investment plans are put into action.
Investments are selected based on quality, the uniqueness of the strategy and performance. When these factors are equal, I recommend the low cost options to minimize overall investment expenses for my clients.
How to Get Started
Our time is limited. For investing in particular, time is the ingredient for success, due to the power of compounding. Making a slight course adjustment early on could separate a investor being able to live a happy and fulfilling life from another, who has to live paycheck-to-paycheck. The rewards for improvement could be quite substantial for some.
Believe it or not, the hardest part on the path of improvement is to take the first step.
I offer a one-hour no-obligation complimentary consultation to prospective clients to find out if there is a good fit for a business relationship. We will also work with their tax advisors and attorneys to construct tax efficient comprehensive plans which span across many generations. We consider other professionals part of our team to serve our clients, so please do invite them to come along to our initial meeting.
We can be reached by phone at 630-245-6047 or via email at george.c.tang@morganstanley.com or judy.schlosser@morganstanley.com. Online scheduling is also available by clicking on the link on the home page of this website.
I enjoy working with any prospective clients to help them achieve financial success.
Believe it or not, the hardest part on the path of improvement is to take the first step.
I offer a one-hour no-obligation complimentary consultation to prospective clients to find out if there is a good fit for a business relationship. We will also work with their tax advisors and attorneys to construct tax efficient comprehensive plans which span across many generations. We consider other professionals part of our team to serve our clients, so please do invite them to come along to our initial meeting.
We can be reached by phone at 630-245-6047 or via email at george.c.tang@morganstanley.com or judy.schlosser@morganstanley.com. Online scheduling is also available by clicking on the link on the home page of this website.
I enjoy working with any prospective clients to help them achieve financial success.
Location
4225 Naperville Rd
Ste 255
Lisle, IL 60532
US
Direct:
(630) 245-6047(630) 245-6047
Toll-Free:
(800) 755-9755(800) 755-9755
Fax:
(630) 686-1814(630) 686-1814
Meet My Team
Judy Schlosser
Senior Registered Client Service Associate
Phone:
(630) 245-6056(630) 245-6056
About George C Tang
With knowledge and professional investing experience accumulated over 27 years, George Tang assists his clients in building wealth, while protecting their hard-earned assets by controlling investment losses. To help them secure their retirement goals, George helps them construct customized portfolios which generate income that lasts.
Born and raised in Hong Kong, George contributes his time and experience to service the Chinese American and the youth communities. To help educate Chinese Americans on financial matters, he is a past contributor to the Chinese American News. For the last seven years, George has volunteered as a judge for the Stock Market Game®, a national essay contest, designed to empower young high school students to learn about finances.
George C. Tang, CFA®, CFP®, Senior Vice President, Senior Portfolio Manager, Financial Advisor, works at Morgan Stanley and carries the professional designations of Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER® (CFP).
At Morgan Stanley and its predecessor firms, he has earned the additional titles of Senior Investment Management Consultant (SIMC) and Financial Planning Specialist (FPS).
George holds a bachelor’ degree from Case Western Reserve University in Cleveland, Ohio, and a master’s degree from Northwestern University, Evanston, Illinois.
George resides with his wife, Flavia, his daughter, Alexandria, and his father-in-law, Tam, in Naperville.
Born and raised in Hong Kong, George contributes his time and experience to service the Chinese American and the youth communities. To help educate Chinese Americans on financial matters, he is a past contributor to the Chinese American News. For the last seven years, George has volunteered as a judge for the Stock Market Game®, a national essay contest, designed to empower young high school students to learn about finances.
George C. Tang, CFA®, CFP®, Senior Vice President, Senior Portfolio Manager, Financial Advisor, works at Morgan Stanley and carries the professional designations of Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER® (CFP).
At Morgan Stanley and its predecessor firms, he has earned the additional titles of Senior Investment Management Consultant (SIMC) and Financial Planning Specialist (FPS).
George holds a bachelor’ degree from Case Western Reserve University in Cleveland, Ohio, and a master’s degree from Northwestern University, Evanston, Illinois.
George resides with his wife, Flavia, his daughter, Alexandria, and his father-in-law, Tam, in Naperville.
CA Insurance License #: 0B72887
AR Insurance License #: 1496246
AR Insurance License #: 1496246
About Judy Schlosser
With over 20 plus years of management and client service experience, Judy strives to provide an exceptional overall client experience. She is responsible for helping clients with many critical day-to-day operations, including new account paperwork, asset transfers, checking alerts, check requests, journals/wires, e-delivery, and MS Online or MS Phone App enrollment. Her pleasantness and great problem solving skills make her an invaluable asset.
Judy earned her Associates Degree in Science from Waubonsee Community College and studied History at Northern Illinois University. Judy joined Morgan Stanley in 1998. Originally from Oswego, Judy loves traveling. She currently resides in Aurora with her husband, two daughters and three sons.
Judy earned her Associates Degree in Science from Waubonsee Community College and studied History at Northern Illinois University. Judy joined Morgan Stanley in 1998. Originally from Oswego, Judy loves traveling. She currently resides in Aurora with her husband, two daughters and three sons.
Wealth Management
Global Investment Office
Portfolio Insights
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
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
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
Are You Prepared for Tax Day?
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
Article Image
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
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Ready to start a conversation? Contact George C Tang today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
2Morgan 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.
Morgan 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 offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
Morgan 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, charitable giving, philanthropic planning and other legal matters.
5Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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
1When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
2Morgan 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.
Morgan 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 offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
Morgan 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, charitable giving, philanthropic planning and other legal matters.
5Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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
CRC 6491812 (04/2024)
