Chudom Hayes Wealth Management Group at Morgan Stanley

Contact Us
Chudom Hayes Wealth Management Group

OUR MISSION STATEMENT

The Chudom Hayes Wealth Management Group helps a select group of families manage their financial lives so they can focus on areas of their life that bring them joy, meaning and purpose.

Our Story and Services

About Our Team



Our commitment to you starts with a 11-person team of specialists, with each member treating you as an individual, not an account number. The wealth advisors of the Chudom Hayes team manage your investments. Our full-time financial planner and Morgan Stanley Private Bank NA’s* mortgage and lending professionals can help you make the most of your wealth. And our client-service team will help you take full advantage of our breadth of resources.

TOGETHER, UTILIZING OUR TEAM’S UNIQUE PROCESS, WE CAN:

  • Develop a comprehensive financial plan
  • Diversify your portfolio across a broad range
  • Adhere to a long-term strategic asset allocation
  • Substitute discipline for emotion in the investment process
  • Defend capital during bear markets Minimize investment costs and taxes
  • Adjust holdings in response to evolving opportunities and risk
  • Maintain strict objectivity and avoid conflicts of interest


View Our Brochure >


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Services

  • Financial Planning
  • Sustainable Investing
  • Retirement Planning
  • 401(k) Rollovers
  • Estate Planning Strategies
  • Exchange Traded Funds
  • Life Insurance
  • Divorce Financial Analysis
  • Planning for Education Funding
  • Wealth Management

Working With You

Working With You

View Our Brochure >

The Chudom Hayes Wealth Management Group helps a select group of families manage their financial assets so they can focus on areas of their life that bring them joy, meaning and purpose.

When you work with our team, you can expect:

  • Comprehensive financial planning
  • Unbiased investment planning & monitoring
  • Retirement income distribution planning
  • Social Security strategic planning
  • College & education planning
  • Advice on assets held away from Morgan Stanley, such as 401(k) plans
  • Coordination with your tax advisor
  • Tax-loss harvesting
  • Technology services (getting set up on Morgan Stanley online, importing into tax software, smartphone applications, etc.)
  • Access to Mortgage & lending services
  • Insurance planning (including long-term care insurance)
  • Account aggregation services
  • Legacy planning and working with your family’s next generation

Awards

Awards

  • 2016, 2015, 2014, 2013, 2012, 2011, 2010, 2009 - Barron's Top 1000 Advisors
  • 2014 & 2013 - Financial Times 400 Top Financial Advisors
  • 2009 Research Magazine - ETF Advisor Hall of Fame
  • 2008 - Chicago Magazine - Top 50 Financial Advisors
  • 2006 - Research Magazine - The Winner's Circle
  • 2002 - Research Magazine - Advisor Hall of Fame

Location

Location

  • 2211 York Road
  • Suite 100
  • Oak Brook, IL 60523


    Meet Chudom Hayes Wealth Management Group

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact Chudom Hayes Wealth Management Group today.

    Dow    -76.22

    21674.51
    4:37PM

    Nasdaq    -5.38

    6216.53
    5:15PM

    S&P 500    -4.46

    2425.55
    4:37PM
    Market Information Delayed 20 Minutes

    This 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: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only

    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

    Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

    The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.

    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.

    Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .

    *Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC

    * Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.

    Morgan 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

    Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

    Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

    CRC 1369093   12/15

    Awards Disclosures