The Roeser Group at Morgan Stanley

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The Roeser Group

OUR MISSION STATEMENT

With a deep understanding of your financial priorities, we provide tailored advice and comprehensive wealth management services for every phase of your life.

Our Story and Services

Our Story

At The Roeser Group, we are a team of experienced financial advisors who is committed to providing tailored advisory services and investment management solutions to successful executives, professionals and multi-generational families living in Chicago and across the country.

We help you manage your financial affairs, so you can focus on what you do best. Through comprehensive financial planning services and knowledgeable guidance, we help you prepare for all of life’s challenges and opportunities.

The depth and diversity of our team enables us to serve as your single point of contact for all your family wealth needs. We also work closely with your legal, insurance and tax advisors to help ensure you have an efficient, coordinated wealth management strategy. 

We deliver a standard of care that prioritizes your best interests and your level of comfort. We are dedicated to earning your trust and confidence with a powerful combination of experience, empathy and accessibility.

A leading female advisor, Kathy has received numerous accolades throughout her career from a number of prominent industry organizations. Her most recent recognition awards include:

  • Forbes’ Top 200 Women Financial Advisors: 2017-2018
  • Barron's Top 1,200 Advisors: 2015-2018
  • Barron's Top 100 Female Financial Advisors: 2008-2018
  • Financial Times Top 400 Financial Advisors: 2014, 2016

Roberto has also been recognized for his work. His most recent recognition award is:

  • Forbes' Top Next Gen Wealth Advisors: 2017-2018

We look forward to getting to know you and your family and discussing how we can help you create the lifestyle and legacy you envision.

View Our Brochure Here

Services Include

  • Asset Management
  • Executive Financial Services
  • Financial Planning
  • Lending Products
  • Life Insurance
  • Long Term Care Insurance
  • Retirement Planning
  • Sustainable Investing
  • Wealth Consulting
  • Wealth Management


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

In The Press

In The Press

Awards

Awards

  • Forbes Best-in-State Wealth Advisors: Kathy Roeser (2018)
  • Forbes Top 200 Women Financial Advisors: Kathy Roeser (2017-2018)
  • Barron's Top 1,200 Advisors: Kathy Roeser (2015-2018)
  • Barron's Top 100 Female Financial Advisors: Kathy Roeser (2006, 2008-2018)
  • Financial Times Top 400 Financial Advisers: Kathy Roeser (2014, 2016)
  • Chairman's Club: Kathy Roeser (2008-2018)
  • Forbes' Top Next Gen Wealth Advisors: Roberto Barbanente (2017-2018)

Working With You

Working With You

When you reach a certain level of wealth and financial complexity, traditional advisory services may no longer be sufficient. At the Roeser Group, we believe you are best served with a wealth management plan that looks beyond your investments to encompass every aspect of your financial life. Our comprehensive approach begins with anticipating how your future might look through the various stages of your life. Once we understand what you are striving for, we help you plan for the opportunities and obstacles that might await you.

With our comprehensive capabilities and access to industry-leading resources, we help bring your entire financial picture into focus—from money management, retirement planning and estate planning to insurance, taxes and business succession planning. We weave all of these elements into a cohesive and integrated plan designed to help you enhance and preserve your wealth, while enjoying the lifestyle it affords. As your financial stewards, we can also work with other generations of your family, both older and younger, to help ensure continuity of the wealth you have created.

After we help you put a plan in place, we will monitor your progress and update your plan on an ongoing basis so that it keeps pace with the ever-changing financial markets and your evolving life. Our approach emphasizes concierge service and close communication, so you always know what’s happening with your wealth, and we always know what’s happening in your life. If your priorities change—whether it’s by chance, circumstance or choice—we can adjust your plan accordingly.

Location

Location

  • 70 WEST MADISON STREET
  • Suite 5450
  • CHICAGO, IL 60602


    Meet The Roeser 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 for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.

    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

    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

    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

    More From Morgan Stanley

    Ready to start a conversation? Contact The Roeser Group today.

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