The Cheney - Epley - Wolbeck Group at Morgan Stanley

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The Cheney - Epley - Wolbeck Group

OUR MISSION STATEMENT

We provide advice on the fundamentals of financial security: accumulation, preservation, and distribution of capital.

Our Story and Services

Our Story

Our team helps people answer the two fundamental questions that everyone has of our industry: Will I make it? and Do I have any financial blindspots? We have found the majority of people we speak with haven't even definited "it!" So the first thing our team does is to sit down and help you define everything you are trying to accomplish with your wealth...with a high degree of specificity. Then we look at everything you're doing financially to determine if what you want to happen actually has a chance to occur. If not, we point out specific challenges and give detailed recommendations to get you on track. Once we've addressed question 1, we move to question 2 and our team takes a 360° look at you financially, to determine if there is anything you might have overlooked that might do you, your family or your business harm. Any risk exposure we uncover will be brought to your attention and our team will provide a rational strategy designed to help mitigate the risk.

Services Include

  • 401(k) Rollovers
  • 529 Plans
  • Asset Management
  • Estate Planning Strategies
  • Lending Products
  • Life Insurance
  • Long Term Care Insurance
  • Professional Portfolio Management
  • Retirement Planning
  • Wealth Management


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

Experience

Experience

Our team is comprised of some of the most seasoned and well respected investment professionals in the financial industry.  Additionally, our group is consistently recognized by our company for excellence in client service. Doug Cheney has more than 29 years of wealth management experience, Daren Epley has over 23 years of experience, and Patrick J. Wolbeck (PJ) has more than 17 years within the profession. This unique combination provides extraordinary insight and understanding of multiple market cycles, world events and their impact on the economy and markets. Additionally, Daren & PJ are Financial Planning Specialists and PJ is also a Certified Financial Planner (CFP®). This allows us to assist clients with the most complex financial challenges.

Our Clients

Clients

Our clients include highly successful corporate executives, professionals, business owners and retirees. We also serve a select group of young "up and comers".

Community Involvement

Community Involvement

Douglas S. Cheney: Peoria Area Youth for Christ Past Chairman of of the Board, Penguin Project Foundation Board, Coalition for Concerned Citizens Advisory Board, St. Jude Volunteer Fundraiser

Daren Epley: Bradley University Braves Scholarship Society, St. Jude Volunteer Fundraiser, Peoria Notre Dame High School Assistant Varsity Baseball Coach

Patrick J. Wolbeck: Volunteer basketball coach for Peoria Park District, Dunlap Recreation and the Christian Center, youth football coach for Peoria Notre Dame

Awards

Awards

  • Douglas S. Cheney: President's Club: 2010-2016, Master's Club: 2009, Director's Council: 1997, 2004, Chairman's Council: 1998-2003, 2005-2008, President's Council: 1993-1996
  • Daren Epley: Financial Planning Specialist; President's Club: 2009, 2010, 2012, 2014-2016, Master's Club: 2011, 2013, Chairman's Council: 2002-2008, President's Council: 2001
  • PJ Wolbeck: Certified Financial Planner (CFP®), Financial Planning Specialist

Meet The Cheney - Epley - Wolbeck Group

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

Insights and Outcomes

Thought Leadership from our Morgan Stanley ARC specialists for our ultra high net worth clients, which contains thought-provoking articles, authored by some of the Advanced Resources Center’s leading experts.

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

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

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 The Cheney - Epley - Wolbeck Group today.

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