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 March On the Markets from the Global Investment Committee featuring

    • "The Power of Three" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, explains how three separate events in the global economy are coming together to help the recovery become more synchronous and sustainable.

    • "Is Winning Losing and Losing Winning?" Perhaps it is in the NBA, where the worst teams get first dibs in the player draft. Adam Parker, Morgan Stanley & Co.’s chief US equity strategist, explains how winning by losing applies to investors.

    • "Tax-Free Yields Near Taxable Treasuries" Municipal bonds typically sell with yields below those of comparable-maturity US Treasury bonds because municipal income is taxed by the federal government. Now, a confluence of factors has created a situation in which tax-free bonds are yielding nearly the same as Treasuries.

    Plus, more on global equities, fixed income securities, currencies and commodities.

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.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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Awards Disclosures

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