The LeRose Group at Morgan Stanley

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The LeRose Group

OUR MISSION STATEMENT

Experience, intellectual capital and dedicated personal service to help you meet your life goals

Our Story and Services

Our Story

Wealth is about more than money, true wealth is about your life and the things you value most.  Capital can work to benefit all of society.  We make this belief a reality by structuring our process with four key elements: putting clients first, doing the right thing, leading with exceptional ideas, and giving back.

Our straightforward approach begins with listening to understand what you care about most.  Successful solutions should help align your investments with the priorities, goals, and beliefs that matter to you.  A boutique client experience coupled with the resources of a global leader and a disciplined investment process is what makes us unique.

Whether you are working closer to retirement, own a business, inherited assets, or planning a legacy; there are interests, motivations, and relationships that need to be at the heart of your wealth plan. Our passion is crafting financial plans and investment strategies designed to help preserve assets, organize and simplify finances, and move you towards your unique goals.


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

Services Include

  • Estate Planning Strategies
  • Business Succession Planning
  • Professional Portfolio Management
  • Divorce Financial Analysis
  • Corporate Retirement Plans
  • Corporate Cash Management
  • Cash Management
  • Sustainable Investing
  • Retirement Planning
  • 401(k) Rollovers
  • Philanthropic Services
  • Wealth Management

Working With You

Working With You

The LeRose Group at Morgan Stanley Wealth Management strives to optimize what’s important to you and make advice easy.  Whether your goals are retirement, leaving a legacy, protecting assets, charitable planning or enhancing business finances; we do our utmost to give advice that will add value on many levels. 

With over 401 combined years of experience you can be confident that whatever your question, challenge or requirement may be, we can provide the solutions you and your loved ones need for the future.  You can expect strategies tailored to your unique situation and designed to help you protect and grow your wealth.

Our disciplined investment management process is paired with comprehensive financial planning services, allowing us to deliver the full resources of a global leader.  We are proud to work with Morgan Stanley, one of the most well respected wealth management firms in the world. With global reach and local presence, Morgan Stanley can bring expertise and resources to our clients’ needs and challenges, as well as a commitment to sustainability, innovation, philanthropy, and diversity.

We go well beyond investment advice and offer personalized solutions for your entire financial life.  A solid financial plan brings confidence. Our team has the breadth and depth of knowledge and the resources to help you start planning for the future you envision.  We would like to get to know you and learn how we can help.  For more information, please call us to set up an appointment with our team.





1Joan LeRose, 36 years; John LeRose, 7 years

Location

Location

  • 411 E Wisconsin Ave
  • Suite 2200
  • Milwaukee, WI 53202


    Meet The LeRose Group

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    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

    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

    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

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

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