Welcome

Welcome to the Stanek Team! We look forward to working with you - in helping you meet your financial goals, overcome unexpected challenges, and provide you with strategies that preserve and grow your wealth over years to come.

Our Focus
We realize that your wealth is an integral part of realizing your dreams now, in the future, and for generations to come. Therefore, our team stands ready to provide you with unparalleled attention, customized investment management strategies, and thoughtful financial solutions designed to empower your ideal life.

Our Promise
Our promise to you is that our journey together will always be purposeful and reach destinations that we set out for together. You will never again wander alone; the Stanek Team strives to be with you every step along the way.

We set a direct path to reach your financial goals by:      
•  Listening to what you need and want to achieve, and then advising you on your total financial picture.      
•  Focusing on growing your wealth and protecting your money.      
•  Going beyond normal channels of research to create powerful and customized solutions for you.

Our Mission
The Stanek Team’s mission is to make your success our single focus by delivering leadership, vision and skilled financial insight.  You are looking for a team that can rise above the rest, to be a difference maker, and it is our mission to do this for you.
Services Include
  • 401(k) Rollovers
  • Business Planning1
  • Business Succession Planning2
  • Estate Planning Strategies3
  • Executive Financial Services4
  • Financial Planning5
  • Life Insurance6
  • Long Term Care Insurance7
  • Planning for Education Funding8
  • Professional Portfolio Management9
  • Qualified Plans
  • Retirement Planning10
  • Stock Option Plans11
  • Wealth Management12
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
As a business owner, it is likely you are faced with an increasingly complex environment, which makes your financial plan more challenging. Whether you manage your own assets or entrust them to an advisor’s care, proper guidance can be a critical component of your long-term success.

In order to help people like yourself achieve that success, we have created a complimentary second-opinion service.


WHAT IS THE SECOND OPINION SERVICE?
Ask ten investors to define wealth management. Actually, ask ten “wealth managers” to do so. You will almost certainly get ten different answers, with most heavily focused on investing. Our team, the Stanek Group, believes that wealth management is a full spectrum of customized strategies. Here is how we redefine wealth management in a three-step approach: 

Investment Consulting
Asset allocation
Portfolio management
Performance analysis

Advanced Planning
Wealth enhancement
Wealth transfer
Wealth protection
Charitable giving
 
Relationship Management
Regularly scheduled calls, reviews and in-person meetings
Team of professionals, including legal, tax, insurance and investment advisors


WHAT TO EXPECT FROM THE SECOND OPINION SERVICE
We will meet with you for a Discovery Meeting. Assuming that we both agree that we have a basis for working together, we will then schedule an Investment Plan Meeting. Hopefully, we can confirm that you are on track to fulfill your values and achieve your goals with your current financial provider. If needed, we will suggest ways in which we can help, or recommend another provider if we are not a good fit for your needs.

Either way, you will receive:

A personalized analysis of your current situation
Clarity on your total financial picture
Business succession and exit planning insights, tailored to your personal situation, and
Specific recommendations for you to get closer to your goals, which you can choose to implement with whomever you chose.

    RVDA Write Up

    As an RVDA member, it is likely you are faced with an increasingly complex environment, which makes your financial plan more challenging. Proper guidance can be a critical component of your long-term success.

    In order to help people like yourself achieve that success, RVAC, a subsidiary of RVDA, and the Stanek Group have partnered to assist members in better protecting and growing their overall wealth through our Second Opinion Service., offered to RVDA members at no cost.

    WHAT IS THE SECOND OPINION SERVICE?


    Wealth Management = IC + AP + RM


    Investment Consulting (IC)
    Asset Allocation
    Portfolio Management
    Performance Analysis

    Advanced Planning (AP)
    Wealth Enhancement (minimize tax and optimize debt)
    Wealth Transfer (exit planning and proper transfer of wealth to those you care about)
    Wealth Protection (strategies to protect against entities and individuals that unjustly want to take your money)
    Charitable Giving (insights on how to maximize the impact of the money you give)

    Relationship Management (RM)
    Ongoing communication


    WHAT TO EXPECT FROM THE SECOND OPINION SERVICE
    We will meet with you for a Discovery Meeting. Assuming that we both agree that we have a basis for working together, we will then schedule a Wealth Plan Meeting. Hopefully, we can confirm that you are on track to fulfill your vales and achieve your goals with your current financial provider. If needed, we will suggest ways in which we can help, or recommend another provider if we are not a good fit for your needs.

    Either way you will receive:
    A personalized written analysis
    Clarity on your financial picture
    For those nearing retirement, business succession and exit planning insights
    Specific recommendations for you to get closer to your goals, which you can choose to implement with whomever you choose.

    To learn more, click on the Contact Us button above, or call us at (312) 648-3381.

      Location

      227 West Monroe St
      Suite 3400
      Chicago, IL 60606
      US
      Direct:
      (312) 648-3381(312) 648-3381
      Toll-Free:
      (800) 621-5231(800) 621-5231

      Meet The Stanek Group

      About Me

      Experience:
      2015 - Present: Morgan Stanley* - Financial Advisor
      2009 - 2014: Morgan Stanley* - Client Relationship Manager
      2004 - 2009: Merrill Lynch - Financial Advisor
      2000 - 2004: The Northern Trust Company - Vice President and Senior Portfolio Manager
      1981 - 2000: The First National Bank of Chicago - Vice President and Senior Portfolio Manager

      Licenses and Registrations:
      Series 7 (General Securities Representative) Licensed
      Series 63 (Uniform Securities Agent State Law) Licensed
      Series 66 (NASAA-Uniform Combined State Law) Licensed


      Education:
      Bachelor of Science from Miami University
      Securities Agent: TX, IL, WI, WA, TN, SC, PA, OK, OH, NY, NV, NJ, NH, NC, MO, MN, MI, MD, KY, KS, IN, FL, DE, CT, CO, CA, AZ; General Securities Representative; Investment Advisor Representative

      About Me

      Experience:
      2009 - Present: Morgan Stanley* - Senior Vice President - Wealth Management
      1993 - 2009: Merrill Lynch - Vice President - Financial Advisor

      Licenses and Registrations:
      Series 7 (General Securities Representative) Licensed
      Series 31 (Futures Managed Funds) Licensed
      Series 63 (Uniform Securities Agent State Law) Licensed
      Series 65 (NASAA-Investment Advisors Law) Licensed
      Insurance (Life, Variable, Health) Licensed
      Certified Financial Planner™


      Education:
      Bachelor of Science in Business from Indiana University
      Securities Agent: TX, IL, WY, WV, WI, WA, VT, VA, UT, TN, SD, SC, RI, 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, CT, CO, CA, AZ, AR, AL, AK; Managed Futures; General Securities Representative; Investment Advisor Representative
      NMLS#: 1428653

      About Me

      Experience:
      2012 - Present: Morgan Stanley* - Financial Advisor

      Licenses and Registrations:
      Series 7 (General Securities Representative) Licensed
      Series 66 (NASAA-Uniform Combined State Law) Licensed
      Insurance (Life, Variable, Health) Licensed

      Certified Financial Planner

      Education:
      Bachelor of Science in Business Administration with a concentration in Finance from Dominican University
      Bachelor of Arts in International Business with a concentration in Spanish from Dominican University
      Securities Agent: IL, WI, WA, VA, TX, TN, SC, PA, OK, OH, NY, NV, NJ, NH, NC, MO, MN, MI, MD, KY, KS, IN, GA, FL, DE, CT, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
      NMLS#: 1494469
      From Our Team

      Helping You Plan for Succession and Business Exit


      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
      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.

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      Ready to start a conversation? Contact The Stanek Group today.
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      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.

      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.

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