Elaine Z Lewis
Senior Vice President, Financial Advisor, Financial Planning Specialist
Phone:
(312) 648-3564(312) 648-3564
The Wade Street Group at Morgan Stanley
Direct:
(312) 648-3534(312) 648-3534
Toll-Free:
(800) 621-5231(800) 621-5231
Our Mission Statement
Wealth is about more than just money. Here at the Wade Street Group, we take the time to treat you like family and deeply understand your needs.
Welcome
Our skilled focus is in working with people in transition, which can take many forms. Whether you are suddenly single because of divorce or widowhood or going through life stage changes, like preparing for retirement, changing jobs, welcoming new family members, selling a business, etc., we can help bring you clarity.
We have found that the investment field is increasingly overcrowded, full of complicated investment products; because of this, people seek a trusted advisor who delivers wise counsel. We treat you like family, taking the time to understand your needs and provide meaningful solutions.
Using our proprietary "Clutch" process, we strive to help you Preserve, Prosper and Pass on your Wealth to future generations. We also encourage clients to share their financial success with causes they are passionate about.
Regardless of who you are and where you are in life, we know you have relationships, interests, and goals that bring you joy. At the Wade Street Group, we believe these vital elements should be at the heart of your wealth plan.
As you work with the Wade Street Group, you will find that our holistic approach is thoughtful, nuanced, and straightforward. As a result, your financial plan will be comprehensive and incredibly personalized. We then uniquely tie your financial plan to your personalized investment solutions, which allows us to help you grow and use your assets while staying mindful of tax considerations.
With our decades of experience, we are humbled to continue serving many 2nd, 3rd, and 4th generations of families. We look forward to serving your family as well.
We have found that the investment field is increasingly overcrowded, full of complicated investment products; because of this, people seek a trusted advisor who delivers wise counsel. We treat you like family, taking the time to understand your needs and provide meaningful solutions.
Using our proprietary "Clutch" process, we strive to help you Preserve, Prosper and Pass on your Wealth to future generations. We also encourage clients to share their financial success with causes they are passionate about.
Regardless of who you are and where you are in life, we know you have relationships, interests, and goals that bring you joy. At the Wade Street Group, we believe these vital elements should be at the heart of your wealth plan.
As you work with the Wade Street Group, you will find that our holistic approach is thoughtful, nuanced, and straightforward. As a result, your financial plan will be comprehensive and incredibly personalized. We then uniquely tie your financial plan to your personalized investment solutions, which allows us to help you grow and use your assets while staying mindful of tax considerations.
With our decades of experience, we are humbled to continue serving many 2nd, 3rd, and 4th generations of families. We look forward to serving your family as well.
Wade Street Group Recognized by Forbes Best-in-State Wealth Management Teams for 2024-2025
- Source: Forbes.com (Awarded Jan 2024-2025) Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
What You Can Expect
Step One: Alignment Meeting
Just as with a student selecting a university, the goal is identifying a good fit. The same is true when looking for someone to help you with your financial well-being. In our experience, a good fit is the foundation of a solid long-term relationship. This first meeting is a chance for us to get to know each other a little better. We will explain our team's philosophy and process and listen to your goals and objectives. By getting to know each other, we can discover whether our partnership is a good fit for your aspirations. The decision to move forward or not will take place a few days after this meeting when we have both had a chance to reflect on our alignment.
Step Two: Insight Meeting
At our insight meeting, we will discuss your financial goals and objectives in greater detail and gain a complete understanding of your financial picture. This financial inventory is essential for us to assess your situation properly. We will check in again with you to see if we both still feel we are aligned and, if so, move to the next step in our process and create your complimentary personalized financial plan.
Step Three: Review of Your Personalized Financial Plan Meeting
Together, we will take an in-depth look at your personalized, comprehensive financial plan. This plan is a detailed roadmap of your financial future, complete with various scenarios examining different routes to achieve what is most important to you: thriving in retirement, not outliving your money, taking care of loved ones, travel desires, etc. Our clients love their financial plans because this clear roadmap provides them with more peace of mind. By having a great handle on your personalized comprehensive LifeView financial plan, we are better positioned to connect it directly to your upcoming investment solutions meeting and help you achieve your hopes and dreams.
Step Four: Personalized Investment Solutions Meeting
We will review your personalized investment solutions with you at this meeting, free of the typical complex and confusing industry jargon. Our team puts decades of experience together, analyzing and uniquely tying your personalized financial plan with your personalized investment solutions.
Step Five: Welcome To The Wade Street Group Family
We are committed to educating and empowering you to understand your money better. Communication, collaboration, and ongoing reviews are pillars of our exceptional service model. We also understand that as life changes, your goals may too, which is why we continually monitor and update your financial plan with you.
For over 30 years we have helped our clients with answers to life’s biggest questions. People often wonder will I outlive my money? Our goal is to provide you with wise counsel that helps give you an increased comfort level. Questions we will answer to help you feel comfortable with your financial plan and wealth management goals:
Retirement Planning
Is there a way to plan for retirement that takes into account my lifestyle, my family, my business?
Learn more about Life View Financial Planning
Managing Risk
Do all of my investments match my tolerance for risk? Are my assets and family protected from unforeseen events?
Your 5 Biggest Retirement Challenges
Health Needs
What happens to our child's inheritance if one of us needs long-term care? Do I need long term care or can my portfolio sustain this expense?
Planning for the Rising Costs of Health Care
Saving for College
Will I be able to pay for my children's (and possibly grandchildren's) education, while still meeting my own retirement dreams and goals?
Learn more about 529 College Education Plans
Business Strategies
How do I manage my personal wealth with so much tied up in my company?
The Transaction of a Lifetime - Exiting Your Business
Maintain Cash Flow
I can predict some expenses, but others I can't. How can I plan to have the cash I need?
Click here for additional resources
Estate Planning With Your Attorney
Making sure my estate goes to the people and organizations I care about most is a priority. How do I transform my assets into a legacy?
Securing Your Legacy
Travel Goals
Is my nest egg big enough for my travel dreams? Can we swing that vacation home?
Click here for additional resources
Home Ownership
What is the right financing solution to allow me to pursue my primary and/or second home ownership goals?
Buying a Home: Making Moves
Charitable Giving
The charities I support are extremely important to me. How do I maximize my support of them? How do I know if I need a Donor Advised Fund or a Foundation
Tax-Savvy Ways to Give Back
Second Opinion Services
- Financial Planning Review
- Portfolio Risk Analysis
Learn more about our Portfolio Risk Platform- Portfolio Risk Analysis
Investor Resources & Upcoming Events
Please see below for Morgan Stanley resources on speaker series events, podcasts, and additional reports on the markets, lifestyle commentary, and much more.
GIC Weekly
The Global Investment Committee's Lisa Shalett headlines this weekly look at the market, asset class performance and fixed income.
Read The Latest ReportOn The Markets - Research Report
Detailed market commentary from Morgan Stanley's though leaders on topics such as global equities, fixed income, monetary policy and more.
Read The Latest ReportMorgan Stanley's "What's Next" Podcast
The Morgan Stanley Ideas Podcast brings you revealing stories about the world of business, finance, technology, and beyond.
The Latest EpisodeMorgan Stanley's On The Markets Podcast
Each week, Mike Wilson offers his perspective on the forces shaping the markets and how to separate the signal from the noise. Listen to his most recent episode and check out those of his colleagues from across Morgan Stanley Research.
The Latest EpisodeWomen and Wealth: Planning for Your Financial Future
Armed with education and a plan, women can feel more confident about their financial goals and how they’ll achieve them.
Click Here to Read MoreCharitable Giving & Philanthropic Planning
Transforming Passion into Action
Do you have a passion that you'd like to transform into an actionable plan that benefits others?
We, along with our partners across the firm, can help you:
-Define your charitable interests and identify nonprofits that work in those areas
-Select charitable vehicles that may address your needs
-Implement plans to help ensure that your charitable dollars are well spent
-Seek nonprofit board placements that complement your -passion
-Conduct research on specific charities and areas of charitable interest
-Introduce you to like-minded philanthropists
-Find ways to involve children and other family members in your giving
We, along with our partners across the firm, can help you:
-Define your charitable interests and identify nonprofits that work in those areas
-Select charitable vehicles that may address your needs
-Implement plans to help ensure that your charitable dollars are well spent
-Seek nonprofit board placements that complement your -passion
-Conduct research on specific charities and areas of charitable interest
-Introduce you to like-minded philanthropists
-Find ways to involve children and other family members in your giving
Getting Started
Please contact us if you have any questions or would like to discuss ways of incorporating charitable giving into your overall wealth strategy and intergenerational planning.
In the meantime, to begin to identify factors that might have shaped your attitude about charitable giving, ask yourself the following questions:
-Which childhood lessons about money related to giving have carried over into your life as an adult?
-As you look at how you spend your time now, what activities do you enjoy the most? Which activities do you consider the most worthwhile?
-Describe the nonprofits you support. What is your reason for giving to these organizations?
-What single charitable gift or activity has given you the most joy?
-Do you know how effectively the organizations you support have been using the money? Is this an important factor to you?
-Gaining access to Philanthropic Services can be contingent on meeting certain criteria, including minimum $25MM total net worth, with $10MM in liquid assets.
In the meantime, to begin to identify factors that might have shaped your attitude about charitable giving, ask yourself the following questions:
-Which childhood lessons about money related to giving have carried over into your life as an adult?
-As you look at how you spend your time now, what activities do you enjoy the most? Which activities do you consider the most worthwhile?
-Describe the nonprofits you support. What is your reason for giving to these organizations?
-What single charitable gift or activity has given you the most joy?
-Do you know how effectively the organizations you support have been using the money? Is this an important factor to you?
-Gaining access to Philanthropic Services can be contingent on meeting certain criteria, including minimum $25MM total net worth, with $10MM in liquid assets.
Organizations We Support
Lemons of Love - Creates and delivers meaningful care packages to cancer patients going through treatment
Cara Collective - Developing employment pathways for both individual and community success
NAMI - National Alliance on Mental Illness
Operation Underground Railroad - Shines a light worldwide on the global issue of child sex trafficking and exploitation.
The Foundation United - Global solutions to eradicate sexual exploitation
Wings - Breaking the cycle of domestic violence.
Cara Collective - Developing employment pathways for both individual and community success
NAMI - National Alliance on Mental Illness
Operation Underground Railroad - Shines a light worldwide on the global issue of child sex trafficking and exploitation.
The Foundation United - Global solutions to eradicate sexual exploitation
Wings - Breaking the cycle of domestic violence.
Location
227 West Monroe St
Suite 3400
Chicago, IL 60606
US
Direct:
(312) 648-3534(312) 648-3534
Toll-Free:
(800) 621-5231(800) 621-5231
Meet The Wade Street Group
Wade J Lewis
Senior Vice President, Financial Advisor, Portfolio Management Director
Phone:
(312) 648-3338(312) 648-3338
Erick Perez
Vice President, Financial Advisor, Financial Planning Specialist
Phone:
(312) 648-3376(312) 648-3376
Ryan Anderson
Financial Advisor
Phone:
(312) 648-3378(312) 648-3378
Grace Grifferty
Financial Advisor, Financial Planning Associate
Phone:
(312) 648-3326(312) 648-3326
Erica Cartharn
Wealth Management Associate, Assistant Vice President
Phone:
(312) 648-3534(312) 648-3534
George Antonopoulos
Registered Client Service Associate
Phone:
(312) 648-3588(312) 648-3588
About Elaine Z Lewis
Warmly regarded as “The Face” of the Wade Street Group, Elaine is often the first person that you’ll meet as you initiate a conversation with our team. With decades of experience, she takes a friendly, down-to-earth approach to financial planning. She’s passionate about working with clients who are going through difficult transitions, including divorce, employment change, retirement planning, or the loss of a spouse. The complexity of multi-generational family wealth management requires the steady hand and profound insight that she has honed over years of experience.
A lifelong outdoorswoman, Elaine enjoys skiing the beautiful mountains of Colorado and a serene quiet time on the shores of lake Michigan.
Named to Forbes' Top Women Wealth Advisor Best-In-State 2022-2025. Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In-State Source: Forbes.com (Awarded Feb 2022-2025) Data compiled by SHOOK Research LLC based on time period concluding in Sept of year prior to the issuance of the award.
Named to Forbes’ Top Women Wealth Advisor for 2021: Forbes America's Top Women Wealth Advisors Source: Forbes.com (Awarded Mar 2021) Data compiled by SHOOK Research LLC based on time period from 9/30/19 - 9/30/20.
A lifelong outdoorswoman, Elaine enjoys skiing the beautiful mountains of Colorado and a serene quiet time on the shores of lake Michigan.
Named to Forbes' Top Women Wealth Advisor Best-In-State 2022-2025. Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In-State Source: Forbes.com (Awarded Feb 2022-2025) Data compiled by SHOOK Research LLC based on time period concluding in Sept of year prior to the issuance of the award.
Named to Forbes’ Top Women Wealth Advisor for 2021: Forbes America's Top Women Wealth Advisors Source: Forbes.com (Awarded Mar 2021) Data compiled by SHOOK Research LLC based on time period from 9/30/19 - 9/30/20.
Securities Agent: RI, CA, VT, NY, GA, OH, NJ, HI, AZ, NV, MO, WI, IL, NM, AL, WA, NC, MS, CT, CO, TN, MI, IN, IA, DC, TX, SC, FL; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1273117
NMLS#: 1273117
About Wade J Lewis
Investing demands insight and vision, and Wade is aptly called “The Mind” of the Wade Street Group. As the senior investment professional on the team, he calls his process “Investing in the Clutch” (see Page 10 of Brochure below). For some, “Clutch” is akin to holding on to what is important to you and that you have worked very hard to acquire. For others, being “Clutch” is achieving optimum performance while under pressure. Either way, from Wade’s perspective, you need to know where you are and where you are going in order to get there.
Wade began his financial services career in 1983 after graduating from The University of Chicago. An avid collegiate baseball and basketball player, he was inducted into the University’s Hall of Fame in 2010.
Wade began his financial services career in 1983 after graduating from The University of Chicago. An avid collegiate baseball and basketball player, he was inducted into the University’s Hall of Fame in 2010.
Securities Agent: TN, NV, NJ, NC, MS, MO, DC, CT, AL, TX, IL, RI, OH, HI, AZ, FL, CO, WA, SC, GA, MI, CA, WI, VT, IA, NM, IN, NY; General Securities Representative; Investment Advisor Representative
NMLS#: 1268434
NMLS#: 1268434
About Erick Perez
Tagged “The Muscles” of the team, Erick does much of the “heavy lifting” that goes on behind the scenes. The services that he performs for you include:
Heading up the analytics of your comprehensive financial plan (LifeView)
Fully integrating and regularly updating your outside retirement plans into your Lifeview Analysis
Building fixed income bond ladders for your cash flow – both taxable & tax free
Updating our proprietary investment process (“The Clutch”) on behalf of your portfolio
Interfacing with our lending department on any of your loan needs
A native of the Chicago area, Erick has run 19 Chicago Marathons (11 consecutively). His passion for family and kids keeps him active with many philanthropic organizations.
Heading up the analytics of your comprehensive financial plan (LifeView)
Fully integrating and regularly updating your outside retirement plans into your Lifeview Analysis
Building fixed income bond ladders for your cash flow – both taxable & tax free
Updating our proprietary investment process (“The Clutch”) on behalf of your portfolio
Interfacing with our lending department on any of your loan needs
A native of the Chicago area, Erick has run 19 Chicago Marathons (11 consecutively). His passion for family and kids keeps him active with many philanthropic organizations.
Securities Agent: TX, IN, CT, DC, WI, OH, CO, NM, IA, GA, AZ, WA, SC, NY, NV, FL, NC, MO, IL, CA, MS, HI, TN, RI, AL, VT, NJ, MI; General Securities Representative; Investment Advisor Representative
NMLS#: 1288189
NMLS#: 1288189
About Ryan Anderson
Joining the Wade Street Group in 2016, Ryan brings a unique skill set to the team. In his previous roles as a Process Manager and Business Analyst, Ryan worked to streamline/refine processes and systems. He is a firm believer in the Product Life Cycle and Human Centered Design. Through applying these philosophies, Ryan is able to bring this intuitive yet pragmatic mindset to the planning process and help the Wade Street Group uniquely tie personalized financial plans to personalized investment solutions, allowing clients to successfully manage their life project and retirement plan. You might say that Ryan is the “Eyes” of the organization.
Outside of work, Ryan and his wife care for their 13 years young pit mix. They reside in the Bucktown neighborhood. Both enjoy outdoor activities such as hiking, biking, fishing and can often be found on the 606 trail taking in the sights and sounds of the city… if he is not out golfing or at the gym playing basketball.
Outside of work, Ryan and his wife care for their 13 years young pit mix. They reside in the Bucktown neighborhood. Both enjoy outdoor activities such as hiking, biking, fishing and can often be found on the 606 trail taking in the sights and sounds of the city… if he is not out golfing or at the gym playing basketball.
Securities Agent: MO, MS, AL, SC, RI, NY, IL, AZ, NJ, DC, TX, NM, GA, CO, WA, FL, CA, VT, MI, WI, OH, NV, NC, IN, IA, HI, CT, TN; General Securities Representative; Investment Advisor Representative
NMLS#: 1590853
NMLS#: 1590853
About Grace Grifferty
Wealth Management is both an art and a science, which is why you should have a scientist on your team. With a degree in molecular biology and a propensity to dig deeper and ask questions like “how does it work?” and “can it be improved?”, Grace’s role is to provide sustainable energy in this direction like the mitochondria in a cell. Her energy is focused on delivering portfolio management trading capabilities that help support your personalized investment solutions that are tied to your comprehensive financial plan.
Grace grew up overseas in Kazakhstan, Georgia, Senegal, Hungary and the UAE. She moved to Boston for college, where she graduated magna cum laude from the Honors Program at Northeastern University. Notably, Grace was also a member of the Division I Women’s Rowing Team and earned the Colonial Athletic Association Commissioner’s Academic Award each year. While an undergraduate, she conducted immunology-oncology research at Harvard Medical School, Dana Farber Cancer Center and Jounce Therapeutics. She began her career in finance at Goldman Sachs and joined Morgan Stanley in 2019. She brings a unique perspective and skillset to the team as an expat, scientist and athlete. On the weekend you can catch her playing tennis or on the lakefront with her dog, Dax.
Grace grew up overseas in Kazakhstan, Georgia, Senegal, Hungary and the UAE. She moved to Boston for college, where she graduated magna cum laude from the Honors Program at Northeastern University. Notably, Grace was also a member of the Division I Women’s Rowing Team and earned the Colonial Athletic Association Commissioner’s Academic Award each year. While an undergraduate, she conducted immunology-oncology research at Harvard Medical School, Dana Farber Cancer Center and Jounce Therapeutics. She began her career in finance at Goldman Sachs and joined Morgan Stanley in 2019. She brings a unique perspective and skillset to the team as an expat, scientist and athlete. On the weekend you can catch her playing tennis or on the lakefront with her dog, Dax.
Securities Agent: FL, MS, MO, AZ, WI, WA, NY, NM, IN, VT, SC, IL, GA, DC, NC, CT, CO, CA, TX, OH, MI, NJ, IA, HI, AL, NV, TN, RI; General Securities Representative; Investment Advisor Representative
NMLS#: 2220830
NMLS#: 2220830
About Erica Cartharn
Often referred to as “The Voice” of the Wade Street Group, Erica is typically the first person you speak to when you call the office. Smiling through the phone, Erica is always there to help clients. Her service to the Wade Street Group is focused on efficiency, stellar communication, and overall satisfaction. She is the go-to person with regard to vital touch points of any administrative matter that, when placed into her trusted hands, creates for you a more worry-free environment.
Erica enjoys international travel and is passionate about working with children. She previously taught kindergarten in Phuket, Thailand and currently teaches English online to children in China.
Erica enjoys international travel and is passionate about working with children. She previously taught kindergarten in Phuket, Thailand and currently teaches English online to children in China.
About George Antonopoulos
George is a Registered Client Service Associate for The Wade Street Group at Morgan Stanley in Chicago, IL. George’s focus is Portfolio Management where he is responsible for executing trades and conducting equity analysis.
Prior to joining the team in 2024, George began his career at Morgan Stanley in 2022 working as a Registered Client Service Associate with another wealth management team. His primary role was to provide analytical, operational, and administrative support to his previous team. George graduated from DePaul University with a Bachelor of Science in Business Management and Concentration in Entrepreneurship. While in school, George participated in an internship program at The Family Wealth Alliance which gave him his first exposure to wealth management. George currently holds the SIE, Series 7, and Series 66 licenses.
George resides in his hometown of Glenview, IL and enjoys cheering on the Chicago Bulls, playing guitar, and spending time with his family and friends in his free time.
Prior to joining the team in 2024, George began his career at Morgan Stanley in 2022 working as a Registered Client Service Associate with another wealth management team. His primary role was to provide analytical, operational, and administrative support to his previous team. George graduated from DePaul University with a Bachelor of Science in Business Management and Concentration in Entrepreneurship. While in school, George participated in an internship program at The Family Wealth Alliance which gave him his first exposure to wealth management. George currently holds the SIE, Series 7, and Series 66 licenses.
George resides in his hometown of Glenview, IL and enjoys cheering on the Chicago Bulls, playing guitar, and spending time with his family and friends in his free time.
Contact Elaine Z Lewis
Contact Wade J Lewis
Contact Erick Perez
Contact Ryan Anderson
Contact Grace Grifferty
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Rosanne Peel
Private Banker
About Rosanne Peel
Rosanne Peel is a Private Banker serving Morgan Stanley Wealth Management offices in Chicago.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Rosanne began her financial services career in 1987 and joined Morgan Stanley in 2022. Prior to that, she was a Senior Private Banker at BMO Family Office. She also served as a Marketing Manager in the Business Development Group at TD Securities, a Private Banking Relationship Manager at Toronto Dominion Bank and a Private Banking Relationship Manager at Marine Midland Bank/HSBC.
Rosanne is a graduate of University of Delaware, where she received a Bachelor of Science in Business Administration. She and her family currently reside in Winnetka, IL.
From 2014 to 2019, Rosanne dedicated her time to The Auxiliary of the Woman’s Board of the Rush University Medical Center as a Member before transitioning to an Associate Member in 2019. Outside of the office, Rosanne enjoys staying active outdoors by hiking and scuba-diving. She also enjoys playing tennis, traveling and cooking.
Private Bankers partner with Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Rosanne began her financial services career in 1987 and joined Morgan Stanley in 2022. Prior to that, she was a Senior Private Banker at BMO Family Office. She also served as a Marketing Manager in the Business Development Group at TD Securities, a Private Banking Relationship Manager at Toronto Dominion Bank and a Private Banking Relationship Manager at Marine Midland Bank/HSBC.
Rosanne is a graduate of University of Delaware, where she received a Bachelor of Science in Business Administration. She and her family currently reside in Winnetka, IL.
From 2014 to 2019, Rosanne dedicated her time to The Auxiliary of the Woman’s Board of the Rush University Medical Center as a Member before transitioning to an Associate Member in 2019. Outside of the office, Rosanne enjoys staying active outdoors by hiking and scuba-diving. She also enjoys playing tennis, traveling and cooking.
NMLS#: 800017
Wealth Management
Global Investment Office
Portfolio Insights
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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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
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
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
Are You Prepared for Tax Day?
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Ready to start a conversation? Contact The Wade Street Group today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)