OUR APPROACH TO WEALTH MANAGEMENT

Our team understands the unique circumstances our clients encounter when it comes to preserving and growing their wealth. With 15 years of experience, we've built a diverse client base, from C-Suite executives and business owners to physicians and medical professionals, helping to generate unique solutions and income strategies for retirees. As a former CFO, Stephen is well acquainted with the nuances that derive from working with human resource professionals and executives and the challenges they face when it comes to improving employee benefit plans, talent retention, and controlling expenses.

Our clients are much more than a portfolio of assets – they are families with active lives, who seek a team that will provide them with carefully considered guidance on a full range of financial topics.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

PLAN WITH CONFIDENCE

We can help you map a comprehensive financial plan that adjusts based on the different stages of your life and accounts for your preferences, goals, and life events. Below are some resources to help you get started.

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    Retirement Planning

    The decisions you make about your workplace retirement plan can benefit you for years to come. I'll help you understand and put your resources to work, so you can plan, invest, and ultimately transition to retirement with confidence.

    Develop Your Retirement Roadmap
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    Charitable Giving

    For many clients, giving to family or charitable causes is an important goal. I can help you determine the right strategy for realizing such goals while maximizing the value of gifts. It's important to also obtain advice from your legal or tax advisor when deciding which gifting strategy is right for you. If you don't have access to this advice, then I can also help source these professionals when deciding on which strategy is right for you.

    Tax-Efficient Charitable Giving
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    Education Planning

    With education costs rising, paying for college has become a major life expense that requires smart planning. I can help you plan for these expenses without derailing your long-term objectives.

    529 Plan Information
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    Tax-Smart Strategies

    Tax-Smart Strategies Figuring out ways to minimize how much the IRS takes from your retirement money should be a central part of retirement planning. I can help you leverage strategies designed to reduce your taxable income, generate tax-advantaged growth potential in your accounts and keep more of what you've worked so hard to save.

    Tax-Aware Strategies

PURSUING YOUR GOALS, TOGETHER

We're committed to providing informed guidance about managing your business and your wealth more effectively in today's global markets.

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    Succession Planning

    Ownership of a business can represent years, sometimes decades of arduous work and commitment. Nevertheless, business owners are often unfamiliar with the complexities and preparation that go into a successful succession strategy. Whether you are contemplating an IPO, merger with another company, private sale, or succession within the family I am here to help you develop and execute a successful exit strategy.

    Learn more
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    Business Financing & Planning

    You have meaningful goals. I can help you reach them. For over 85 years Morgan Stanley has collaborated with individuals, families, businesses, and institutions to deliver services and solutions that help build, preserve, and manage wealth

    Learn more
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    Equity Compensation 101

    When you own company equity, you become a shareholder in your company. Equity programs vary widely, so it is important to understand the details and how it fits into your financial plan.

    Learn more

EXCLUSIVE OFFERS FROM MORGAN STANLEY

Reserved Living & Giving is a tiered complimentary loyalty program with rewards for Morgan Stanley's clients. The program is designed to enhance your lifestyle and relationship with the firm beyond traditional wealth management services. As a Reserved member, you will have access to exclusive partner offers and discounts, as well as thought leadership content on a variety of lifestyle and personal finance topics. So whether you'd like to get behind the wheel of your dream car, enjoy the perfect wine pairing, or choose a thoughtful gift, you'll find unique opportunities with Reserved Living & Giving. Best of all, you can share the shopping treasures, travel adventures and simple pleasures with your family.

To qualify, a client's household must have and maintain $1 million in Eligible Assets and Liabilities or have paid at least $10,000 in annual managed fees/commissions (Compensable Revenue). Annual managed fees/commissions paid is generally defined as revenue generated in fee-based accounts and commissions generated in non-fee-based accounts and is calculated on a rolling 12-month basis. Not all revenue is included. Morgan Stanley reserves the right to exclude certain items of revenue in its sole discretion.

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    Reserved Offers

    Exclusive offers to keep Reserved Clients and their families safe and engaged. Offers span across such categories as Dining, Health & Wellness, Travel, Entertainment and more.

    Browse the Latest Offers
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    Reserved Insights

    Curated insights and articles spanning such topics as Family, Lifestyle, Health & Planning, Travel, and Giving Back

    Read the Latest Insights
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    Signature Access

    In addition to all Reserved benefits, clients who qualify for our highest tier, Signature Access, are connected to a vetted network of professionals who can craft custom solutions for your family's exceptional needs such as Art Advisory, Private Health Advisory, Cybersecurity, and bespoke travel services.

    Signature Access
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    NEXT

    Our NEXT program is specially curated to help our community of young clients discover new insights, connect with peers, and take action towards their impact goals. NEXT members will also enjoy Reserved or Signature Access benefits, depending on their eligibility.

    NEXT Access

EVERYTHING YOU NEED, ALL IN ONE PLACE

As a Morgan Stanley client, you have access to a suite of digital tools and resources aimed at helping you manage your finances with greater ease.

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    Morgan Stanley Online

    Beyond viewing your account balance and activity, Morgan Stanley Online (MSO) has a suite of features that allow you to manage your everyday finances from paying bills and sending money to transferring funds and authorizing transactions with eAuthorizations.

    View Account
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    Spending and Budgeting Tool

    Track spending habits, categorize expenses and create budgets across your Morgan Stanley and external financial accounts with our Spending and Budgeting Tool.

    Tool Access
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    Total Wealth View

    View all your external financial accounts directly in Morgan Stanley Online or the mobile app. By linking your accounts, you'll benefit from more informed wealth planning, secure data access and convenient connectivity.

    Access Total Wealth View
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    Digital Vault

    Digital Vault allows for easy sharing and convenient access to your most important documents from wills and deeds to financial statements and tax fillings. Easily manage your encrypted financial records all in one place.

    Vault Access
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    eDelivery

    eDelivery provides you with the ability to view statements and other documents electronically in lieu of paper. Clients who are registered in Morgan Stanley Online may enroll in eDelivery.

    Enroll in eDelivery

Location

35055 W. Twelve Mile Rd
Suite 101
Farmington Hills, MI 48331
US
Direct:
(248) 848-8048(248) 848-8048

Meet The Blahunka Team

About Stephen Blahunka, MBA

Throughout his career, Stephen Blahunka’s experience in various industries has instilled within him the two core principles of his practice: customer service and accountability. His transition into wealth management was founded in the acknowledgement that clients are eager to seek the advice of an accountable and responsible advisor that will guide them with exceptional customer service. Stephen and his team firmly believe in keeping their clients up to date every step of the way through monthly reviews, quarterly portfolio evaluations, and annual investment planning. It’s through this process that his career has not only provided his clients the tools they need to reach their goals but also, lifelong friendships.

A graduate of Central Michigan University with an MBA from Wayne State University, Stephen entered the financial services industry in 2009 with the goal of becoming a trusted partner in the lives of his clients. His practice includes providing guidance for individuals who have lost a significant other and seek sage advice as they navigate this tumultuous time in their lives. As a widower himself, Stephen understands the challenges that derive from these moments with the acknowledgement of how lucky we have been to have shared our lives with someone special to begin with. As a CRPC and a CPFA, Stephen is also able to support the administration of retirement plans for the businesses of his clients.

Outside of work, Stephen enjoys staying active by skiing, biking, and swimming. In addition to athletics, he’s a board member for The Children’s Foundation in Detroit supporting programs focused on mental health, substance use disorder, health equity and pediatric cancer research. He also serves on Central Michigan University’s Pediatric Institutional Review Board which reviews and approves pediatric cancer research at Children’s Hospital of Michigan in partnership with St. Jude Children’s Hospital. A proud parent of two children and a daughter-in-law, Stephen’s family serves as his rock and for his clients, he understands their commitment to their children and grandchildren with providing a legacy for their future.
Securities Agent: CA, NY, VA, MI, TX, GA, WI, MN, TN, OH, NC, MD, KY, UT, ND, IL, FL, CO; General Securities Representative; Investment Advisor Representative
NMLS#: 533621

About Matt Blahunka

Matt studied both business and medicine while at the University of Michigan, receiving a bachelor's in business administration degree in 2012 from the Stephen M. Ross School of Business. Fueled by his intellectual curiosity and love for the sciences, Matt went on to study medical sciences at Wayne State University, ultimately determining that he wanted to pursue a career in anesthesia where he graduated from Case Western Reserve University in 2016 with a Master of Science in Anesthesia degree.

His compassion for helping others charted him on a path towards the operating room, where he delivered anesthesia care to patients undergoing a variety of surgeries and procedures. His experience working in a team-based environment at critical moments to deliver comprehensive and exceptional service is what sets him apart when it comes to helping his clients and their families preserve their wealth. Caring for the needs of others is at the forefront of medicine and being a successful practitioner. Matt passionately believes the wealth management industry is no exception.

Matt and his team believe in active engagement and open communication with their clients so that they can successfully implement proper investment strategies that can fit their clients' specific needs and goals. The team uses their knowledge of capital markets to create a systematic investment approach to react efficiently to the ever-evolving economic landscape while leveraging the intellectual capital and information flow from Morgan Stanley.

Matt and his wife are passionate about the outdoors and stay active hiking, gardening, and discovering new destinations with friends and family. As a lifelong athlete, Matt enjoys participating in fitness activities such as golf, ice hockey, road running, and cycling.
Securities Agent: KY, IL, CO, TN, OH, WI, MD, FL, VA, TX, NC, GA, MN, NY, ND, UT, MI, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 2659901
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
4 Financially Smart Ways to Take Money Out of Retirement Accounts
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4 Financially Smart Ways to Take Money Out of Retirement Accounts

Discover how planning for required minimum distributions from retirement accounts can help you fund future needs and support loved ones.

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
2025 Global Economic Outlook: U.S. Policies May Temper Global Growth
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2025 Global Economic Outlook: U.S. Policies May Temper Global Growth

Global growth is likely to be around 3% in 2025 and 2026, as tariff and immigration policies begin to slow the U.S. economy late next year, and China's underperformance restrains emerging markets.

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
Taking Control of Your Finances After Death of a Spouse
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Taking Control of Your Finances After Death of a Spouse

Financial planning after a divorce or death can be trying, but with the right approach and the right advice you can turn a difficult situation into empowerment.

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
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Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

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 
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Donor Advised Funds: A Smart Way to Manage Your Giving 

There’s more to charitable giving than you may realize. Here’s one method that may be a tax-efficient way to give and can help maximize your impact.
Ready to start a conversation? Contact The Blahunka Team today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.

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Awards Disclosures
CRC 6491812 (04/2024)