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 December On the Markets from the Global Investment Committee featuring

    “Animal Spirits”  The pall of uncertainty that hung over the markets back in October lifted after the election, unleashing “animal spirits.” Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, explains this phenomenon and its importance.

    “Earnings Trump Uncertainty”  Morgan Stanley & Co.’s equity strategists see rising corporate earnings for the US, Europe, Japan and the emerging markets in 2017. These gains, they say, should be strong enough to buffer the equity markets from potential valuation pressures.

    “Tis the Season for Tax Swaps”  Now is the time of year for investors to capture losses in their portfolios to offset gains realized this year or in the future. Morgan Stanley Wealth Management’s team that follows closed-end and exchange-traded funds explains how it’s done.

    • Plus, look for more on economics, fixed income and alternative investments.  

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

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.
Morgan Stanley  reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Awards Disclosures

pp:3147 mp: 2796