Welcome

At The Kearon Ashcroft Wealth Management Group, we know it takes a deep understanding of our clients’ lifestyles and long-term goals to create financial strategies that strive to provide stability and security for the future. Whether it is sending children to a specific school, building a dream vacation home or passing assets to the next generation we are here to help.

We are a distinctive team of dedicated professionals who believe that our clients are entitled to a different kind of working relationship; a relationship unlike any they have encountered at other firms. A relationship committed to helping them achieve a more rewarding life experience.

Our team offers customized financial strategies for our clients’ unique objectives. With a passionate focus on our clients’ goals, we create strategies to help navigate the realities of the markets ups and downs. With our combined experience and market perspective, we are able to offer quality guidance and exceptional service.
Services Include
  • Professional Portfolio Management1
  • Wealth Management2
  • Financial Planning3
  • 529 Plans4
  • Annuities5
  • Lending Products
  • Life Insurance6
  • Long Term Care Insurance7
  • Sustainable Investing8
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
  • Wealth Planning
    Working with many types of individuals and families has given each member of our team the experience, perspective and skill to help our clients build a financial future. We are professionals who can translate our clients’ goals into a personalized wealth plan—customized to the individuals and their future objectives. Moreover, because we work as part of a team, our clients will have access to Financial Advisors who understand their specific goals and strategies.
  • Portfolio Management
    We have the knowledge and commitment necessary to manage our clients’ investment portfolios, providing objective advice on critical financial matters. We will help develop a strategy that reflects our clients’ lifestyles, cash flow needs, risk tolerance and aspirations for their families. From there, we will help build a portfolio utilizing the resources of Morgan Stanley. Over time, we can help navigate challenging markets, providing a disciplined focus on what’s most important - our clients’ goals.
  • Personalization
    With our experience and personalized approach, reaching financial goals can be less challenging and more rewarding. By pooling our knowledge and insights and utilizing the vast resources of Morgan Stanley, we are here to help.
  • Collaboration
    Our clients will have access to the finest financial thinking, innovative products and strategic executions, positioned to help meet their needs and achieve their goals. Working collaboratively, our clients benefit from personalized advice, objective guidance and our resolute dedication to their success.
  • Lasting Relationships
    Fostering lasting relationships that reflect our client’s needs, preferences and aspirations is the embodiment of what we do. Helping define and meet their goals in a way that is appropriate for how they invest and what they want to achieve is fundamental to our approach.

Steps

As your dedicated team of wealth management professionals, our role is to help you develop a customized financial strategy that outlines a clear path to your goals. Together we create a strategy you can follow, guiding you to make informed, confident decisions to navigate through today’s complex financial markets. We adhere to a disciplined process designed to help you achieve and maintain your financial goals.
  • STEP 1: Detailed Discovery and Goal Clarification
    From the beginning, we spend the majority of our initial time together getting to know you and “your world”, including the most important people, things, and activities in your life.
  • STEP 2: Analyze and Evaluate Your Current Financial Position
    Here we gain a deep understanding of your current investment strategy and take a closer look at your income, spending habits, liabilities and tax matters, as well as any wealth transfer goals.
  • STEP 3: Strategy Recommendations
    Together we create prospective strategies that are tailored to fit your specific risk tolerance, time horizon and goals to identify and make informed recommendations to design a flexible investment management plan that is uniquely yours.
  • STEP 4: Delivery Of Your Proposed Goal Map
    Finally, we share a roadmap for implementing the appropriate strategies to manage your assets. We take the time to ensure you understand all of your options and how each impacts your overall plan. It is our job to keep you informed as we work together to monitor your situation.
Please click below to view additional information on the following topics:

Location

899 Cassatt Rd
Ste 100
Berwyn, PA 19312
US
Direct:
(610) 408-1905(610) 408-1905
Toll-Free:
(877) 874-9498(877) 874-9498

Meet Kearon Ashcroft Wealth Management

About Me

Chris has been a financial advisor for over 25 years. He enjoys connecting with his clients to help them clarify their goals, objectives and risk tolerance. He strongly believes that having a well-thought-out plan is the key to helping to accomplish what matters most to his clients.

Chris is among a select group of financial advisors at Morgan Stanley entrusted to manage client portfolios with discretionary authority through our Portfolio Management (formerly Custom Portfolio) program. It is a highly-customized, fee based portfolio management program for private and institutional investors who are interested in customized portfolios and a high level of personalized service.

Chris is a graduate of the Portfolio Concepts, Inc.’s Preferred Portfolio Management Program (PPM), with special training in advanced portfolio management strategies and techniques. He also holds the Accredited Investment Fiduciary (AIF) designation through the Center for Fiduciary Studies, which operates in association with the University of Pittsburgh.

When he’s not working, Chris loves to spend time with his family: his wife of 22 years, Becky, and their 13-year old twin-daughters, Darby and Rachel. He enjoys coaching his daughters’ basketball team, golfing, snowboarding and spending time at the shore.
Securities Agent: TX, PA, WA, VA, TN, SC, RI, OR, OH, NY, NJ, NC, MN, MI, ME, MD, MA, KY, IN, IL, GA, FL, DE, DC, CT, CO, CA, AZ; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1297998

About Me

Ryan is passionate about helping his clients achieve their long-term financial goals. Through his consultative approach and personalized planning process, he helps clients navigate the financial markets with confidence. As a Certified Portfolio Manager CPM®, Ryan completed rigorous coursework in asset valuation, security analysis, portfolio construction and risk management to offer a higher level of expertise to his clients. Ryan enjoys having a positive impact on people's lives and providing advice to his clients to help grow and preserve their assets through multiple generations.

Prior to joining Morgan Stanley in 2011, Ryan was a Business Analyst, Financial Analyst, Account Executive and Regional Manager in the wholesale banking and lending sector of the financial services industry. Employing the skills he honed as a successful manager, Ryan leverages Morgan Stanley’s deep breadth of resources and intellectual capital to deliver highly customized portfolios and planning strategies for his clients. As a partner in the Kearon Ashcroft Wealth Management team, Ryan’s clients benefit from the investment expertise and exceptional services provided by team members with complimentary skills.

A graduate of Shippensburg University, Ryan received his B.S. in Business Administration with a double major in Finance and Marketing. He received his Certified Portfolio Manager CPM® designation from the Fu Foundation School of Engineering and Applied Science at Columbia University. Ryan and his wife, Kerry, are proud parents of three children, Daniel, Thomas and Brynn. In his spare time, Ryan is a competitive triathlete and an avid skier.
Securities Agent: PA, WA, VA, TX, TN, SC, RI, PR, OR, OH, NY, NJ, NC, MN, ME, MD, MA, IN, IL, GA, FL, DE, DC, CT, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 21158

About Me

Diana joined Kearon Wealth Management in 2008 with over 25 years of experience in the financial services industry. She is responsible for the administrative operations of our team. Diana truly enjoys working closely with our clients to provide the first-class experience they deserve. She lives in Chester Springs, PA with her husband Dennis and their son, Andrew. In her spare time, Diana enjoys gardening and kayaking.

About Me

Sandy is a Morgan Stanley Senior Client Service Associate who has been with the firm for 8 years. Her past business experience consists of considerable time as a legal secretary with a paralegal certificate, in a medical practice and as a real estate secretary/administrator which gives Sandy the necessary tools to handle all aspects of her position as Client Service Associate. Her responsibilities include all administrative functions but not limited to opening & maintaining accounts, helping clients with a wide range of needs and servicing clients of the team.

Sandy lives in Springfield with her husband and has two adult married children. She is also an independent sales representative for Avon Products, President’s Club member. In her spare time she enjoys baking and gardening, is an avid book reader, an animal lover and looks forward to long walks with her dog.
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Ready to start a conversation? Contact Kearon Ashcroft Wealth Management today.
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1Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable 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.

2Morgan 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.

3Morgan 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.

4Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

5Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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.

8The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

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