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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 October On the Markets featuring "A Virtuous Cycle”. A virtuous cycle has emerged, supplanting that vicious cycle of the past year, whereby financial conditions and economic activity have improved simultaneously to become mutually reinforcing influences. Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and Global Investment Strategist Charles Reinhard examine this important development. Also featured "Too Far Too Fast?” Emerging markets equities are up 60% so far this year and have doubled since their year-ago lows. Emerging Markets Strategist Barbara Reinhard weighs fundamental, valuation and investment sentiment to see if these markets have gone too far too fast.
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

Welcome to the web site for Smith Barney online clients and guests of Morgan Stanley Smith Barney LLC ("MSSB"), a joint venture formed by the combination of the Global Wealth Management Group of Morgan Stanley & Co. Incorporated and the Smith Barney division of Citigroup Global Markets Inc. You have reached this site because you are a client or a guest web site user of smithbarney.com.

Throughout the site, any references to Smith Barney, the Smith Barney division of Citigroup Global Markets Inc. or terms such as "the firm," "we," "us," "our" or similar terms should be read on this site as the Smith Barney channel of Morgan Stanley Smith Barney LLC. The Terms of Use and other provisions and disclosures such as the site's online privacy statement that govern your use of this site and any of its services have been revised so that such terms, provisions and disclosures are now between you and the new firm, MSSB. Your continued use of the site indicates your agreement with its revised terms of use as amended.

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© 2009 Morgan Stanley Smith Barney LLC. Member SIPC. Accounts carried by Citigroup Global Markets Inc. All rights reserved.
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