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Chesapeake Wealth Management Group
at Morgan Stanley Smith Barney
Financial Advisors
650 South Exeter Street
Suite 1100
Baltimore, MD 21202
tel: 410-736-5321
toll free: 800-837-5833
fax: 410-736-5499
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Left to right: Thad Ismart, Brian Harrison, Mark Altemus,
Kurt Overton, Greg Hurlbrink, Traci Mitchell, Cathy Dawson,
Todd Sajauskas
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Welcome Meet Our Group Services
Welcome

As a team specially designated and trained by our firm to work with high net worth families, we skillfully coordinate our client’s financial needs and goals in a holistic fashion, and act as your advocate in all wealth matters.  Our team operates on the principles of transparency, respect and objectivity.  No conflicts.  No hidden agendas.  By offering institutional quality, non-proprietary asset management and financial planning vehicles, we provide wealth advisory solutions from a perspective very different than some traditional financial advisors……. yours.  This combination of personal attention and access to a select group of the firm’s most senior and experienced intellectual capital entitles you to a different kind of working relationship with our firm; one that can meaningfully integrate your life and your wealth.
Services
  • Wealth Management
  • Asset Management
  • Retirement Planning
  • Education Planning
  • Business Succession Planning
  • Executive Financial Services
  • Philanthropic Services
  • Corporate Retirement Plans
  • Estate Planning
  • Art Advisory
  • Professional Portfolio Management
  • Endowments and Foundations
  • Alternative Investments
  • Fixed Income
  • Municipal Bonds
  • Annuities
Bulletin Board
  • Access your accounts by clicking on Your Portfolio on the right-hand side of this page. While you are there, enroll in E-Delivery and help save some trees!
  • See Special Reports for the November On the Markets. November's lineup includes "Let's Get Real" Real yields, which are yields adjusted for inflation, are now very good for high-grade corporate bonds and high yield bonds. In addition, the real earnings yield for the S&P 500 is quite high, too. These attractive real yields give investors an opportunity to get well ahead of inflation argue Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and Global Investment Strategist Charles Reinhard in this month's cover story.
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 Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
FEATURED REPORTS

Nine Signposts for 2009 (pdf)

On the Markets (pdf)
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Morgan Stanley Smith Barney
New Relationship & Revised Terms of Use

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