You Have One Chance to Do it Right

How often in your life do you expect to retire?  We're guessing only once if you do it right.   There are many important decisions to make with a lot of moving parts - social security strategies, health care costs in retirement, long term care needs, leaving a legacy, charitable giving, market risks -  that it can get complicated.

We understand these moving parts since we've helped dozens of families successfully thrive during retirement, and we can help you, too. 

For us, retirement planning means more than providing you with investment advice. It means helping you maintain the financial independence you've worked your whole lives to achieve.Our consultative process begins with an in-depth discussion of your current finances and future objectives. We'll address issues you might have overlooked and determine how we can help you adjust your investment strategy to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.

As to your investments, we help manage the risks you face in the market by using a dynamic asset allocation strategy that adjusts portfolio risk depending on market fundamentals and market action.  Our goal is to provide you the best risk adjusted return and to make sure you do not take unneeded risks that can derail your best laid plans.  When we work together, you’ll benefit from personalized advice, objective guidance and dedication to your success as an investor.  With access to Morgan Stanley’s renowned global resources and investment opportunities, we can help you develop and maintain an optimal investment strategy.
Services Include
  • Retirement Planning1
  • Planning for Education Funding2
  • 401(k) Rollovers
  • Estate Planning Strategies3
  • Long Term Care Insurance4
  • Professional Portfolio Management5
  • Asset Management6
  • Financial Planning7
  • Lending Products
  • Corporate Retirement Plans8
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

We begin by discussing what you want your money to do for you and for those around you. We’ll talk about your family, your career, your charitable interests and the dreams you have of travel or starting a business. By walking a mile together in your shoes, we will be better able to align your investments with what you actually want.


Then, we’ll create an investment strategy and approach that:
• Is consistent with our discussions
• Accommodates for the amount of risk with which you are comfortable
• Consistently provides you with the necessary liquidity you need
• Objectively evaluates investment opportunities based on your best interests


This plan will provide for a seamless integration of your investment portfolio and other assets with your tax planning, cash flow planning and spending needs.


We’ll talk frequently as events and people enter and exit your life, sometimes changing the way we need to think about your financial needs. But I view those important milestones as more than financial transactions – we’ll discuss the impact they have on all aspects of your life so as to mitigate their effects and help you navigate with ease.

    Experience

    John Hupp, CRPC(R)
    John has been a financial advisor since 2007 and is a member of the Portfolio Management Group at Morgan Stanley.  As President and CEO of both public and private companies from 1995 to 2006, John raised private equity capital, prepared strategic plans, built and found successful exit strategies for stakeholders.  He also has experience as in-house legal counsel and as a senior project manager. His breadth of experience in the business world gives him insights into the needs of business owners and the skill set to truly become your trusted financial advisor. 

    • CRPC® CHARTERED RETIREMENT PLANNING COUNSELOR (SM)
    • Security Licenses - Series 7 and 66
    • Insurance License – Health, Disability, Life, Variable Life, Annuities & Long-term care
    • University of Illinois, College of Law – J.D.
    • University of Illinois, B.A.



    Greg Trebil Jr., CFP(R)
    Greg joined Morgan Stanley in 2013. His experience since beginning in the investment industry in 1993 includes several years in investment analysis, research, trading, and management roles at both traditional asset managers and private alternative investment firms. His background also includes independent consulting in the areas of investments, corporate finance, and hedge fund start-up and management. Greg uses his knowledge and perspective to create an investment strategy and approach that keeps his clients goals and needs front and center.

    • CERTIFIED FINANCIAL PLANNERTM professional
    • Securities License – Series 7 and 66
    • Insurance License – Accident & Health, Life, Variable Life & Variable Annuities
    • University of St. Thomas – M.B.A.
    • Gustavus Adolphus College – B.A.

      Events

      Join us November 10, 2016 at 3 pm for "Brave Conversations on Personal Retirement." 

      * Why do you need a Retirement Plan, or What will "Your 30" look like?
      * What are the biggest threats to your successful retirement?
      * What does a "second career" look like, and should you plan on it?

      If you are interested, contact annamarie.martino@ms.com, or call her at 612-349-4847.

        Location

        225 South 6th St
        Ste 5100
        Minneapolis, MN 55402
        US
        Direct:
        (612) 340-6700(612) 340-6700
        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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        Investing

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        • Asset Management
        • Wealth Planning
        • Traditional Investments
        • Alternative Investments
        • Impact Investing
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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
        Financial Transition: A Guide for Women

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        Business Planning

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        • Succession Planning
        • Business Planning
        • Retirement Plan Sponsors
        • Qualified Retirement Plans
        • Corporate Pension Funds
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        Philanthropy

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        • Endowments
        • Foundations
        • Donor Advised Funds
        • Impact Investing
        A New Roadmap for Mission Alignment

        A New Roadmap for Mission Alignment

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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.

        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 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.

        4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

        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 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.

        6Morgan 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.

        7Morgan 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.

        8Tax 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.

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