Welcome

Our goal is to harness our teams 25 years of experience in order to help our clients achieve what is most important to them.  That may mean providing an education to children and grandchildren, buying a vacation home, meeting the special needs of a family member, retiring ten years early - the list is endless, and the decision is uniquely your own.Together, we will explore your aspirations and the life you envision.  We will work with you to translate your goals into a specific investment objective and personalized investment strategy.  And then drawing on our teams experience - and perspective informed by the insight and resources of one of the world's largest financial firms - we will structure a portfolio for you, executing and refining that strategy to help bring you closer to your definition of investment success.In short, your goals become our focus, and achieving them becomes a commitment that we share.
Services Include
  • Wealth Management1
  • 401(k) Rollovers
  • Alternative Investments2
  • Asset Management3
  • Business Succession Planning4
  • Cash Management5
  • Corporate Bonds6
  • Estate Planning Strategies7
  • Financial Planning8
  • Fixed Income9
  • Lending Products
  • Municipal Bonds10
  • Philanthropic Services
  • Retirement Planning11
  • Trust Accounts12
  • Trust Services*
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

Why Clients Choose The Cohesive Wealth Management Group

Location

2211 York Rd
Ste 100
Oak Brook, IL 60523
US
Direct:
(630) 573-9689(630) 573-9689
Toll-Free:
(800) 755-9755(800) 755-9755

Meet The Cohesive Wealth Management Group

About Me

As a Financial Advisor, Brian utilizes over 23 years of experience to define and strive to meet your goals by delivering a vast array of resources in a way that’s most appropriate for how you invest and what you want to achieve. Brian helps you to preserve and grow your wealth, while having access to some of the worlds most seasoned and respected investment professionals, a premier trading and execution platform, and a full spectrum of investment choices.

Brian has earned the title of Family Wealth Director, a designation that fewer than 2% of Morgan Stanley Financial Advisors have achieved.  This designation allows Brian access to an exceptional group of wealth management professionals across a broad spectrum of needs and areas.

Born in Canada, Brian graduated from Arizona State University with a Bachelor of Science.  Brian now resides in Scottsdale Arizona with his wife Casey, and two children Jake and Audrey.
Securities Agent: IL, AZ, WY, WI, WA, VA, TX, TN, SC, PA, OH, NY, NV, NM, NJ, NH, NE, NC, MT, MO, MN, MI, MD, MA, KS, IN, IA, GA, FL, DE, DC, CT, CO, CA; Managed Futures; Transactional Futures/Commodities; General Securities Representative; BM/Supervisor; Investment Advisor Representative
NMLS#: 1278925

About Me

After graduating from Indiana University in 2002, Brian fulfilled his lifelong dream of becoming a Financial Advisor. He joined his family at UBS, where he was mentored by his grandfather and learned the significance of integrity, honesty, and discipline when working with local families and businesses. His passion for helping clients align their Money, Values, & Purpose soon brought Brian to Morgan Stanley. Here, Brian continues to pursue one of his lifelong business goals: to assist in his client’s stewardship of assets for their philanthropic or family endeavors.

Brian is married to his wife, Kirsty and they have four children; Thatcher, Beckett, Georgia, & Jack. He spends his time enjoying the outdoors with the family, playing platform tennis, and golfing. Brian is also an active philanthropist, currently serving on the Robert Crown Center board.
Securities Agent: IL, WI, WA, VA, TX, TN, SC, PA, OH, NY, NV, NM, NJ, NH, NE, NC, MT, MO, MN, MI, MD, MA, LA, KS, IN, ID, IA, GA, FL, DE, DC, CT, CO, CA, AZ, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1279094

About Me

Richard P. Owen is a dual citizen of the US and Australia. He has over a decade of global experience working in the Financial Services sector in London, Miami, Melbourne and Chicago. His background and experience brings to the table a unique perspective in helping people with their most important financial decisions. Richard works closely with clients to create individualized plans that meet their financial goals.

Richard resides in Elmhurst with his wife, Kristin and two children. An avid cultural explorer, Richard has traveled extensively through the US, Europe, Central America, Asia and Australia.  A proud father, he is the founder of the Chicago Dad’s Group; an active member of ANZACC (Australian New Zealand American Chamber of Commerce) and has keen interest in tech start-ups and sports.
Securities Agent: IL, WI, WA, VA, TX, TN, SC, PA, OH, NY, NV, NM, NJ, NH, NE, NC, MT, MO, MN, MI, MD, MA, KY, KS, IN, IA, GA, FL, DE, DC, CT, CO, CA, AZ; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
NMLS#: 1265203

About Me

Phone: 630-573-9771
Email: michelle.derkowski@morganstanley.com

Michelle grew up in Rockville, Maryland and graduated from Methodist University in Fayetteville, North Carolina with a Bachelor of Science degree in Sociology and Social Work.  She has worked in the financial services industry since 1992 and holds several professional licenses including FINRA Series 7, Series 63, and Series 65.  Michelle handles all of the teams account administration and client communications.  Her inherent disposition to always help others, leads her to provide thorough, caring, and personal service to each client. Michelle enjoys traveling and spending time with her family. She resides in Elmhurst, Illinois with her husband Dave, and two daughters, Julia and Lauren.
From Our Team

Why Clients Choose The Enns Group


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
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

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

Investing in Artificial Intelligence and Automation

AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

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
From Clueless to Clued In: Teaching Teens About Money

From Clueless to Clued In: Teaching Teens About Money

As your children grow into young adults, you can help them learn how to manage their own finances. Here’s how to go about it.

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
Facing Financial Stress? Your Employer May Be Able to Help

Facing Financial Stress? Your Employer May Be Able to Help

Many of us face money worries. You may be able to get advice and education from an unexpected source.

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

Art as An Asset

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.

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Ready to start a conversation? Contact The Cohesive Wealth Management Group today.
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1Morgan 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.

2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

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.

5Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

6Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

7Morgan 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.

8Morgan 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.

9Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

10Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.

11Morgan 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.

12Morgan 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.

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 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.

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.


CRC 2019752 10/2018