The Cutilletta Group - Morgan Stanley Team - Chicago, IL
Morgan Stanley
The Cutilletta Group
at Morgan Stanley
Consulting Group
227 West Monroe St.
Suite 3400
Chicago, IL 60606
tel: (312) 648-3309
toll-free: (800) 621-5231
fax: (312) 648-3344
Welcome


At the Cutilletta Group, we believe that our clients are not portfolios of assets – they are people with complex lives, who would like a financial advisor to provide thorough, unbiased and carefully considered guidance on a range of topics. 

When you think about wealth management, what comes to mind?  We define wealth management broadly – investment consulting, advanced planning, and relationship management.  We have helped clients make decisions about elder care, organize their assets and understand their finances, and hold family meetings to clarify financial positions and structure gifting strategies.  By incorporating corporate stock, 401k plans, and assets held with other firms, we are able to help clients develop comprehensive asset allocation and cash flow strategies as well as retirement, education, and insurance plans.  We work directly with clients and their other advisors to develop and monitor a cohesive wealth management approach.

When you work with the Cutilletta Group, you will be treated with respect, care, confidentiality and our unwavering commitment.




Bulletin Board
  • We are pleased to announce that Patricia G. Cutilletta has been named to Barron’s annual list of America’s Top 100 Women Financial Advisors for 2014. Please see the Press Release for further details.

  • It has been a pleasure working with all of our clients over the past several years. We appreciate the time and the commitment that each client has made to their own financial well-being.

  • See July On the Markets from the Global Investment Committee featuring

    • "More Than Meets the Eye" While it didn’t show up in the broad market averages, many stocks and sectors have suffered serious sell-offs this year. These rolling corrections are healthy for our positive view on both the global economy and the equity markets.

    • "Global Economic Growth: Boring but Better" The US’ deep freeze, Europe’s bank credit crunch and Japan’s consumption-tax hike provided some drama to the global economy in the first half. Joachim Fels, chief global economist for Morgan Stanley & Co. explains why he thinks the second half will be more tame.

    • "Q&A: Leon Cooperman" The veteran investor, who has spent nearly a half a century on Wall Street, says much about the current cycle is familiar, despite the extraordinary backdrop. He thinks the current bull market has room to run in both time and price.

    Plus, look for more on economics, equities, fixed income investments and commodities.

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