The Chicago Cornerstone Group at Morgan Stanley

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The Chicago Cornerstone Group

OUR MISSION STATEMENT

To be your cornerstone by helping you achieve your life goals through our extensive experience, dedicated personal service, tailored financial planning and comprehensive wealth management.

Our Story and Services

Welcome

As the cornerstone represents the fundamental starting place on which something is constructed or developed, we believe this represents our comprehensive approach to wealth management.

As your cornerstone, we will continue to build upon your established plan, or work with you to create one, to help ensure the most efficient paths to achieve your goals.

Services Include

  • Wealth Management
  • Financial Planning
  • Retirement Planning
  • Asset Management
  • Estate Planning Strategies
  • Philanthropic Services
  • Trust Services*
  • Alternative Investments
  • Planning for Education Funding
  • 529 Plans
  • Lending Products
  • Cash Management
  • Certificates of Deposit
  • 401(k) Rollovers
  • Qualified Retirement Plans
  • Life Insurance
  • Annuities
  • Long Term Care Insurance
  • Sustainable Investing


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

Location

Location

  • 227 West Monroe St., Suite 3400
  • Chicago, IL 60606


    Meet The Chicago Cornerstone Group

    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

    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

    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

    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

    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

    Ready to start a conversation? Contact The Chicago Cornerstone Group today.

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