The Stanek Group at Morgan Stanley

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The Stanek Group

OUR MISSION STATEMENT

Helping business owners become financially independent of their business

Our Story and Services

Welcome

Welcome to the Stanek Team! We look forward to working with you - in helping you meet your financial goals, overcome unexpected challenges, and provide you with strategies that preserve and grow your wealth over years to come.

Our Focus

We realize that your wealth is an integral part of realizing your dreams now, in the future, and for generations to come. Therefore, our team stands ready to provide you with unparalleled attention, customized investment management strategies, and thoughtful financial solutions designed to empower your ideal life.

Our Promise

Our promise to you is that our journey together will always be purposeful and reach destinations that we set out for together. You will never again wander alone; the Stanek Team strives to be with you every step along the way.

We set a direct path to reach your financial goals by:
       •  Listening to what you need and want to achieve, and then advising
           you on your total financial picture.
       •  Focusing on growing your wealth and protecting your money.
       •  Going beyond normal channels of research to create powerful and
           customized solutions for you.

Our Mission

The Stanek Team’s mission is to make your success our single focus by delivering leadership, vision and skilled financial insight.  You are looking for a team that can rise above the rest, to be a difference maker, and it is our mission to do this for you.

Services Include

  • 401(k) Rollovers
  • Business Planning
  • Business Succession Planning
  • Estate Planning Strategies
  • Executive Financial Services
  • Financial Planning
  • Life Insurance
  • Long Term Care Insurance
  • Planning for Education Funding
  • Professional Portfolio Management
  • Qualified Plans
  • Retirement Planning
  • Stock Option Plans
  • Wealth Management


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

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Location

Location

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


    Business Owners

    As a business owner, it is likely you are faced with an increasingly complex environment, which makes your financial plan more challenging. Whether you manage your own assets or entrust them to an advisor’s care, proper guidance can be a critical component of your long-term success.

    In order to help people like yourself achieve that success, we have created a complimentary second-opinion service.


    WHAT IS THE SECOND OPINION SERVICE?
    Ask ten investors to define wealth management. Actually, ask ten “wealth managers” to do so. You will almost certainly get ten different answers, with most heavily focused on investing. Our team, the Stanek Group, believes that wealth management is a full spectrum of customized strategies. Here is how we redefine wealth management in a three-step approach: 

    Investment Consulting
    Asset allocation
    Portfolio management
    Performance analysis

    Advanced Planning

    Wealth enhancement
    Wealth transfer
    Wealth protection
    Charitable giving
     
    Relationship Management
    Regularly scheduled calls, reviews and in-person meetings
    Team of professionals, including legal, tax, insurance and investment advisors


    WHAT TO EXPECT FROM THE SECOND OPINION SERVICE
    We will meet with you for a Discovery Meeting. Assuming that we both agree that we have a basis for working together, we will then schedule an Investment Plan Meeting. Hopefully, we can confirm that you are on track to fulfill your values and achieve your goals with your current financial provider. If needed, we will suggest ways in which we can help, or recommend another provider if we are not a good fit for your needs.

    Either way, you will receive:

    A personalized analysis of your current situation
    Clarity on your total financial picture
    Business succession and exit planning insights, tailored to your personal situation, and
    Specific recommendations for you to get closer to your goals, which you can choose to implement with whomever you chose.


    RVDA


    As an RVDA member, it is likely you are faced with an increasingly complex environment, which makes your financial plan more challenging. Proper guidance can be a critical component of your long-term success.

    In order to help people like yourself achieve that success, RVAC, a subsidiary of RVDA, and the Stanek Group have partnered to assist members in better protecting and growing their overall wealth through our Second Opinion Service., offered to RVDA members at no cost.


    WHAT IS THE SECOND OPINION SERVICE?

    Wealth Management = IC + AP + RM


    Investment Consulting (IC)
    Asset Allocation
    Portfolio Management
    Performance Analysis

    Advanced Planning (AP)
    Wealth Enhancement (minimize tax and optimize debt)
    Wealth Transfer (exit planning and proper transfer of wealth to those you care about)
    Wealth Protection (strategies to protect against entities and individuals that unjustly want to take your money)
    Charitable Giving (insights on how to maximize the impact of the money you give)

    Relationship Management (RM)
    Ongoing communication



    WHAT TO EXPECT FROM THE SECOND OPINION SERVICE
    We will meet with you for a Discovery Meeting. Assuming that we both agree that we have a basis for working together, we will then schedule a Wealth Plan Meeting. Hopefully, we can confirm that you are on track to fulfill your vales and achieve your goals with your current financial provider. If needed, we will suggest ways in which we can help, or recommend another provider if we are not a good fit for your needs.

    Either way you will receive:

    • A personalized written analysis
    • Clarity on your financial picture
    • For those nearing retirement, business succession and exit planning insights
    • Specific recommendations for you to get closer to your goals, which you can choose to implement with whomever you choose.


    To learn more, click on the Contact Us button above, or call us at (312) 648-3381.


    Meet The Stanek 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 Stanek Group today.

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