The Stapleton Fox Group at Morgan Stanley

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The Stapleton Fox Group

OUR MISSION STATEMENT

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

Our Story and Services

Why the Stapleton Fox Group?

We provide investment strategies designed to protect & grow your wealth.  A strategy that is:

  • -Custom-tailored for all of your needs, goals and objectives.
  • -Focused on managing risk and finding opportunities.
  • -Value-based, long-term, contrarian, disciplined & patient – we believe the price you pay always matters.

We have the experience, credentials, and resources to serve you:

  • -Experience - 50+ years giving financial advice to individual and institutional investors.
  • -Credentials:
    • -CFP®, Certified Financial PlannerTM.  CFP® is considered the mark of excellence for financial planning. 
    • -CIMA®, Certified Investment Management Analyst.  CIMA® is considered the mark of excellence in investment consulting for institutions and wealthy investors.
    • -Education – Steve and Matt each earned their bachelor’s degrees in Economics.  Steve also has earned a MBA degree.  Both Steve and Matt have received executive education from Wharton in association with earning their CIMA® designations.
  • -Resources – Morgan Stanley is a global powerhouse in investment banking, institutional securities and wealth management.  Steve and Matt have the know-how and the “know-who” to customize and deliver solutions from across the entire firm for their clients.

Services Include

  • Wealth Management
  • 401(k) Rollovers
  • Alternative Investments
  • Asset Management
  • Business Planning
  • Business Succession Planning
  • Cash Management
  • Corporate Retirement Plans
  • Corporate Trust Services
  • Endowments and Foundations
  • Estate Planning Strategies
  • Financial Planning
  • Lending Products
  • Life Insurance
  • Philanthropic Services
  • Professional Portfolio Management
  • Qualified Retirement Plans
  • Retirement Planning
  • Sustainable Investing
  • Trust Services*


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

Location

Location

  • 111 Monument Circle Suite 3100
  • Indianapolis, IN 46204


    Meet The Stapleton Fox 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

    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 Stapleton Fox Group today.

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    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.

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    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 .

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    * 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.

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