Our Story and Services

As your life gets more complex, traditional advisory services may no longer be sufficient. You benefit from working with advisors who know how to put your entire picture in the right perspective, and who understand that investments are only one important piece of your overall strategy.

At One Point Wealth Management Group, our approach is to be the primary coordinator and connector for our clients' most important wealth planning and life-event needs. Money management, retirement planning, estate planning, insurance, taxes, business succession planning--we will bring together all of these elements into a cohesive and integrated financial plan that will help you enhance and preserve your wealth while enjoying the lifestyle it affords. Our goals are to both simplify your life, and increase the odds of your financial success.

The right financial plan considers all of your financial needs. Whether your goal is to build wealth, achieve financial independence, diversify a concentrated stock position, or pass along assets to future generations of loved ones, we can help you coordinate all of your financial relationships to ensure a consistent approach to your wealth. At One Point Wealth Management Group, we can help your identify both your greatest opportunities and challenges, and develop a unified plan to maximize your potential. We are always available to discuss your financial situation and look forward to hearing from you!
Services Include
  • Executive Financial Services1
  • Financial Planning2
  • Lending Products
  • Retirement Planning3
  • Wealth Management4
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Our Clients

We provide comprehensive personal investment and advisory strategies to wealthy families, individuals, and institutional clients. These include but are not limited to: corporate executives, entrepreneurs, athletes, and entertainers, and on the institutional side; Global Equity solutions for public and private corporations, retirement plans such as 401K, defined contribution and defined benefit plans, government entities, endowments, and foundations. We are proud to serve clients from around the country and around the world. The relationships we develop are personal. Our goal is for you and your future generations to enjoy wealth without worry.
    • One Point Wealth Management Group has received significant recognition from national and local sources. We're proud of these independent awards--not just for their own sake, but because they show how comitted we are to helping clients achieve their goals for the future.
    • Andrew Griffo: Illinois Top 100 Financial Advisors (Barron's 2010-2014), Top 1000 Financial Advisors (Barron's 2010-2013), Five-Star Wealth Manager (Chicago 2012-2013), Top Ranked Teams in America (Research, 2006-2008)
    • Alan Guernsey: Five-Star Wealth Manager (Chicago 2012-2013), Top Ranked Teams in America (Research 2006-2008), Top 100 Brokers (Barron's 2004-2006)
    • Andrew Rothstein: Five-Star Wealth Manager (Chicago 2012-2013), Top Ranked Teams in America (Research 2006-2008), Top Wealth Managers (Chicago Magazine 2016)

    Experience

    For a combined total of over 130 years at Morgan Stanley and its predecessor firms, we've provided clients and institutions with financial solutions that we have helped preserve and grow wealth. We are a highly credentialed and dedicated team of investment professionals. We work with some of the top minds and capabilities in the industry, to tailor wealth management plans to be aligned with your vision, wishes, specific needs, goals, and objectives.

      Working With You

      Our consultative method is the same for all of our clients: we work closely with them to help articulate their goals and aspirations for themselves, their loved ones, and their businesses. Then we thoughtfully create a holistic wealth management strategy based on their objectives; being mindful of risk mitigation, tax issues, and changing economic conditions. We regularly review portfolios with our clients to make sure that their plans are on track towards their short and long term goals in accordance with the four pillars of wealth management.

        Location

        227 West Monroe St
        Suite 3400
        Chicago, IL 60606
        US
        Direct:
        (312) 648-3512(312) 648-3512
        Toll-Free:
        (800) 621-5231(800) 621-5231

        Meet One Point Wealth Management Group

        About Me

        Andrew entered the investment business in 1985 and has spent his entire investment career with Morgan Stanley and its predecessor firms. He was named Managing Director and has earned the titles of Senior Family Wealth Director, Corporate Client Group Director and Senior Institutional Consultant. He serves on several Morgan Stanley committees and councils. His outside business affiliations include the National Association of Stock Plan Professionals, the Investment Management Consultants Association and the Association of Professional Investment Consultants.
        Andrew is a graduate of Fairleigh Dickenson University with a B.S. degree in business and finance. He focuses on private wealth management, corporate and executive benefit solutions, and stock plan services. He has been recognized as one of the top advisors in Illionis by Barron's. His team has also been recognized as one of the country's top investment advisory teams by Research magazine. Andrew is a sports enthusiast and enjoys golf, tennis, and spending time with his wife and family.

        Series 3, 7, 63, 65, Insurance in FL, IL, IN, NY, OH, TX, VA
        Association Professional Investment Consultants
        Investment Management Consultant Association
        National Association Stock Plan Professionals
        Securities Agent: TX, OK, IL, WY, WV, WI, WA, VT, VI, VA, UT, TN, SD, SC, RI, PR, PA, OR, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
        NMLS#: 1285362

        About Me

        Andrew has been serving the financial needs of wealthy families for more than 25 years. Currently, he is a Senior Investment Management Consultant, with responsibility for his clients' financial planning needs and asset allocation strategies, as well as manager research. He is actively involved in client relationship management and intergenerational wealth transfer.
        Before coming to the group in 1999, Andrew worked for Morgan Stanley's Consulting Group as a Senior Investment Analyst and Assistant Vice President. He joined the Consulting Group in 1994 to focus on portfolio performance measurement, portfolio optimization and asset manager research. Andrew began his career in 1992 at SEI Corporation on the international performance measurement team.
        Andrew received a B.S. in finance from Indiana University and an M.B.A. from DePaul University, where he also earned the Certified Financial Planner designation after completing the Financial Planning Certificate Program. He and his wife live with their four children in Park Ridge, where Andrew is actively involved in his children's sports, activities and Boy Scouts Troop.

        Series 7, 31, 63 & 65 Licensed
        B.S. Indiana University - 1991
        M.B.A. DePaul University - 1997
        DePaul University Certificate Program in Financial Planning - 2001
        Certified Financial Planner™ Certification in 2002
        Life/Health/Annuity/Long Term Care Insurance
        IL, MA, NJ & NY Insurance Licensed
        Securities Agent: TX, IL, WY, WV, WI, WA, VT, VI, VA, UT, TN, SD, SC, RI, PR, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK; Managed Futures; General Securities Representative; Investment Advisor Representative
        NMLS#: 1264978

        About Me

        Kevin entered the investment business in 1985 and has spent his entire career with Morgan Stanley and its predecessor firms. He focuses on the ivestment needs of individuals, closely-held business, nonprofit and public organizations. Currently, he is an Investment Management Specialist who specializes in high networth clients, as well as public and corporate retirement plans.
        Kevin graduated from the University of Illinois at Urbana-Champaign with a B.S. degree in economics. Since 1996, Kevin has been a member of the Illinois Public Pension Fund Association as well as the Illinois Professional Firefighters Association. Kevin was also a trustee with the Westmont Police Fund for over five years. He lives in Lisle with his wife and two children.

        Series 3,7,63 Licences Series 65-Investment Advisor Agent
        BS, Economics 1980 University of Illinois at Champaign,Urbana
        Life/Health/Annuity/Long Term Care Insurance
        1985 - Present: Morgan Stanley Wealth Management
        Illinois Public Pension Fund Association
        Illinois Professional Firefighters Association
        Working In The Schools
        Ambassador Board for Mercy Home for Boys and Girls
        Securities Agent: TX, IL, WY, WV, WI, WA, VT, VI, VA, UT, TN, SD, SC, RI, PR, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NE, ND, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
        NMLS#: 1273100

        About Me

        Series 7, Series 66, and Series 3 licensed
        Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY; Investment Advisor Representative; General Sercurities Representative; Transactional Futures/Commodities; Managed Futures
        NMLS#: 1390865

        About Me

        with Morgan Stanley* since 1988
        with One Point Wealth Management Group since 1994
        Series 7, 63, & 66 Licensed

        About Me

        with Morgan Stanley* since 1992
        In Industry Since 1989
        Series 7, 63 & 66 Licensed

        About Me

        with Morgan Stanley* since 1998
        Series 7 & 63 Licensed
        B.S. - Western Illinois University

        About Me

        with Morgan Stanley* since 2011
        B.A.- Biology Augustana College
        Series 7 & 66 Licensed

        About Me

        with Morgan Stanley* since 2003
        Series 7 & 63 Licensed
        B.A. - Loras College

        About Me

        with Morgan Stanley* since 2015
        BA - DePaul University
        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
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        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
        Investing in Artificial Intelligence and Automation

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        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
        A Parent's Guide to Talking to Your Kids About Money

        A Parent's Guide to Talking to Your Kids About Money

        Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.

        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
        Choosing an Environmental Charity

        Choosing an Environmental Charity

        There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

        Insights and Outcomes

        Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
        Art as An Asset
        CRC 2274738 01/19

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        Art may play a significant role in the context of a collector's overall wealth. Generally, a collector may differentiate financial assets, including stocks, bonds and real estate, from other possessions, such as art.

        Mosaic

        Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
        Make Your Words Memorable

        Make Your Words Memorable

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        Wealth Management for Athletes and Entertainers

        Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
        • Investment Management
        • Wealth Transfer & Philanthropy
        • Private Banking Solutions
        • Family Governance & Wealth Education
        • Lifestyle Advisory
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        Ready to start a conversation? Contact One Point Wealth Management Group today.
        Market Information Delayed 20 Minutes
        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.

        1Tax laws are complex and subject to change. 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 and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

        2Morgan 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.

        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 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.

        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.

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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.


        CRC 2019752 10/2018