Contact Us
The Stenger Devermann Group

OUR MISSION STATEMENT

Delivering Clarity & Confidence to Help Secure Your Financial Future

Our Story and Services

Our Story



We'll tell you one story, involving a family patriarch who passed away, leaving behind his wife of over 50 years and four adult children.  We met with the entire family on a Saturday morning, the only time that all four children could be there.  Important decisions were made, such as guiding them to the appropriate assisted living facility for their mother who was in the early stages of dementia. We mentioned perhaps a more appropriate attorney who had greater expertise in late stage estate planning. The result was a complete financial plan that protected the estate, children and grandchildren.

At the Stenger Devermann Group, that’s what we do: Taking care, Giving Back and Guiding Wisely is our Noble Purpose.  By treating our clients like our own family, we put guardrails around your family’s financial well-being, generation after generation. 

We accomplish this by utilizing our unique Retirement Navigation Process that touches every aspect of your financial planning needs. 

We Advise you on preparing for retirement

We Counsel you to make smart investment decisions, not emotional decisions, so that your investment strategy stays in line with your financial goals

We Prepare a financial strategy for coping with life’s unexpected events

We Connect to children and grandchildren to help secure your legacy to them, and to give them a financial head start towards meeting their own goals

We Mediate discussions with families to help them broach difficult issues around their finances

We Work with you through ongoing contact to keep you on course, even in the face of financial turbulence

May we listen to your story?

Download your free copy of
The Clarity & Confidence Guidebook

Services Include

  • Financial Planning
  • Retirement Planning
  • Estate Planning Strategies
  • Life Insurance
  • Long Term Care Insurance
  • Planning for Education Funding


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

Events

Events

cws1.jpg

ETFs

The Stenger Devermann Group at Morgan Stanley has used Exchange Traded Funds or ETFs exclusively with our clients since 2003.

ETFs enable investors to construct broadly diversified portfolios, including asset classes such as fixed income, equities, and commodities, with a relatively low minimum investment.

Research has proven over long periods of time, exchange traded funds have 3 potential advantages for investors:
1) Transparency & Liquidity
2) Tax Efficiency
3) Low cost

In 2013, our team was invited by Barron's Magazine to participate in a round table discussion about investing with exchange traded funds.
Link to article: Barron's - New ETF Strategies for Your Portfolio

You can learn more about exchange traded funds using our free resources below:
Introduction to ETFs
ETF Basics

The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. Principal value and return of an investment will fluctuate with changes in market conditions.

Investors should carefully consider the investment objectives and risks as well as charges and expenses of exchange traded funds (ETFs) before investing. To obtain a prospectus, contact your Financial Advisor or visit the fund company’s website. The prospectus contains this and other important information about the ETFs. Read the prospectus carefully before investing.


Recognition

awards.jpg
#13 on the Forbes 2017 Best-in-State Wealth Advisors List: Illinois
#235 on the Forbes 2017 Top Wealth Advisors List
#193 on the Forbes 2016 Top Wealth Advisors List

#55 2017 Barron's Top 1200 Financial Advisor Rankings: Illinois
#55 2015 Barron's Top 1200 Financial Advisor Rankings: Illinois
#47 2014 Barron's Top 1200 Financial Advisor Rankings: Illinois
#39 2013 Barron's Top 1000 Financial Advisor Rankings: Illinois
#38 2012 Barron's Top 1000 Financial Advisor Rankings: Illinois
#32 2009 Barron's Top 1000 Financial Advisor Rankings: Illinois

Financial Times Top 400 Advisors 2014
Financial Times Top 400 Advisors 2013


Meet The Stenger Devermann 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

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.

Ready to start a conversation? Contact The Stenger Devermann Group today.

Dow    75.82

23668.8
3:40PM

Nasdaq    26.68

6780.41
3:40PM

S&P 500    -1.44

2544.5
3:40PM
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