The LeRose Group at Morgan Stanley

Contact Us
The LeRose Group


Excellence in family wealth planning for your family’s unique 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.

Services Include

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

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

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



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

    Meet The LeRose Group


    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

    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


    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


    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 The LeRose Group today.

    Dow    -460.19


    Nasdaq    -196.29


    S&P 500    -54.17

    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: 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