The Tree Brook Group at Morgan Stanley

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The Tree Brook Group


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

Our Story and Services


As your financial advisory team, we employ a collaborative approach to helping you identify and achieve your financial goals. We are experienced in the development of strategies for such goals as income production, college and retirement funding, tax deferral, and intergenerational wealth transfer. Using the firm’s vast array of resources, our team can help you develop, implement and monitor a plan to address your unique needs.

Should you choose to work with the Tree Brook Group, you will have access to some of the world’s most seasoned and respected investment professionals, world-class advice, a premier trading and execution platform, and a full spectrum of investment options.


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




  • 2211 York Rd Ste 100
  • Oak Brook, IL 60523

    Working With You

    Working With You

    The CBLH group focuses on comprehensive family wealth management.  We emphasize retirement and legacy planning with a select group of clients.  Working through a fact finding process, we identify specific needs among the 13 wealth management issues and assist our client in prioritizing and addressing those needs.

    We have over 75 years of investment work experience and the ability to tap the resources of one of the largest and most prestigious financial firms in the world.  We utilize our network of other financial representatives in our communities to help you accomplish your on your financial goals.

    While wealth accumulation is important, it is simply a means to an end.  Educating children and grandchildren, home ownership, retirement income planning, travel, recreational and philanthropic passions, as well as legacy concerns are the real wealth management goals we strive to address with both our new and long-time clients.  Morgan Stanley offers a breadth of professional specialists to help us to provide solutions that are tailored to our client’s specific needs and circumstances.

    Meet The Tree Brook Group


    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing


    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


    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


    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 Tree Brook Group today.

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