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The Cornerstone Group - Morgan Stanley

20975 Swenson Drive
Suite 300

Waukesha, WI 53186



The biggest question our clients have prior to working with us is: Will I have enough money to last the rest of my lifetime? The Cornerstone Group at Morgan Stanley aims to provide greater confidence for our clients that their financial plan is designed to achieve this security, so our clients can pursue their own passions, dreams, and desired lifestyle.

Our goal is to provide open and clear communication, objective advice, and a genuine concern for your financial well-being.

Our vision is to be your go to financial services provider through deep financial knowledge, unquestionable integrity, and service designed around our client's needs.

General Information

Year Established



Wealth Planning , Private Wealth Management , Institutional Investment

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