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 also about your life and the things you value most.  We develop strategies for families and businesses to help them invest in a manner consistent with their goals and beliefs.

Our straightforward approach begins with listening to understand how we can help.  Whether you are working closer to retirement, own your business, or inherited assets, there are interests, motivations and relationships that need to be at the heart of your wealth plan.

The combination of our personal service along with the global resources of Morgan Stanley help us provide you with sound financial advice, integrated solutions and intelligence across the world's major markets.

Investments are one aspect of an extensive wealth management approach.  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

  • 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

Wealth is about more than just your money. True wealth is also about your life and the things you value
most. The LeRose Group at Morgan Stanley Wealth Management strives to design financial plans and
investment strategies to help preserve assets, organize and simplify finances, and move you towards
your unique goals. We use a straightforward approach to investing that begins by listening to understand
our client's current financial situation.

You can expect investment management 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 customize a financial plan that is consistent
with your beliefs and values.

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 40
combined years of experience1 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.

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.

Our team has the breadth and depth of knowledge, products and 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 start a conversation.



1Joan LeRose, Financial Advisor, 35 years; John LeRose, Financial Advisor, 6 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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