Matt TenHaaf MS

Financial Advisor at Morgan Stanley NMLS #2795176

Our team provides personalized asset management and thoughtful financial planning to help clients achieve their life and legacy goals. Custom Portfolio Design:
“The most painful financial losses come from areas you did not expect or from risks you did not understand.”

Thoughtful Financial Planning:
“When you have confidence in your plan, understand what you have in your portfolio, and know where

risks are located, you are more likely to avoid self-destructive investment behaviors during times of euphoria, crisis, or fear.”

We have over 100 years of combined experience and are one of the largest teams serving the needs of investors throughout the United States.

06/25/2026

If you fit into any of these buckets, you aren't alone:

1. The Portfolio Has Outgrown You

You've worked hard and built substantial wealth. But now, your financial picture has complex tax strategies, estate planning needs, and multi-asset portfolios. It is simply too much risk to manage on your own.

2. You Just Have Zero Interest

Some people love spreadsheets and market charts. You don't. You would rather spend your weekends with family, traveling, or on the golf course. You want help, not a new hobby.

3. Your Time is Worth Too Much

You are running a business, leading a team, or scaling a career. Every hour you spend rebalancing a portfolio is an hour taken away from what you do best. You don't lack capability. Rather, you lack time.

Our clients work with us so they can buy back their time, reduce anxiety, and protect what they've built.

You focus on your life. We handle the rest.

06/18/2026

"Lifestyle Creep" is a popular social media topic.

Lifestyle Creep occurs when spending increases as income increases - a problem?

It certainly can be, but should I live like a broke college kid forever, even as my income grows?

I think the more important factor is the percentages at which earning and spending increase.

Double your salary and spend triple? Not good.

Double your salary and double your spending? Not great either.

Double your salary and increase spending by 20%? Not all that bad.

Moving from a small apartment to a house with a yard isn't inherently bad. Buying back your time and investing in your health are excellent uses of money. The goal isn't to hoard every penny. The goal is to ensure your money serves its' purpose today, without stealing from your financial freedom tomorrow.

Upgrade your life. Just do it with intention, and keep the percentages in your favor.

06/15/2026

In times of market turbulence, staying invested and sticking with a thoughtful, goals-based financial plan can lead to better outcomes. Learn about the top 5 mistakes investors make in volatile markets: https://livesocial.seismic.com/aLyRQv

06/12/2026

Life changes, and so should your financial plan. Regularly reviewing and updating your plan can help you stay on track and pivot when necessary. https://livesocial.seismic.com/aTG0uF

06/10/2026

The "right" time to claim Social Security will look different for everyone. Consider these key considerations as you look forward to retirement. https://livesocial.seismic.com/aM63hr

06/08/2026

Nothing Beats Summers in Michigan

Spent last weekend in the Traverse City / Leland area.

My wife is from Petoskey (highly recommend) so we travel there frequently.

What are your go-to spots for a quick trip?

06/06/2026

What's driving the rebound—and what could derail it? Here are five things investors may want to watch: https://livesocial.seismic.com/aeggv9?ET_MID=noloc&ET_MID=nomsai

06/04/2026

I was told this last week by a prospective client with over $500,000 of gains in a taxable brokerage account:

"I would love to work with your team, but I'm not sure I want to liquidate my portfolio and realize the capital gains to transfer my accounts over."

Transferring your investment portfolio between firms does not require liquidating your assets. Through the Automated Customer Account Transfer Service (ACATS), your stocks, ETFs, and bonds are moved "in-kind", allowing your investments, cost basis, and holding periods to remain intact without triggering taxable events.

Here is how the in-kind transfer process actually works:

The Magic of "In-Kind" Transfers:
Instead of selling your assets into cash and buying them back, Morgan Stanley requests your current firm to move the actual shares. You maintain your exact market exposure and never realize capital gains or losses during the move.

The Timeline:
Transfers are typically completed within 3-5 business days. During this period, your assets are securely in transit and cannot be traded.

Once the assets are in, my team can get to work - taking into consideration the cost basis, holding period, and, of course, your specific investment goals.

06/02/2026

Whether you want to donate to charity or invest in a loved-one's future, consider these tax-smart ways to help make your giving go further.
https://livesocial.seismic.com/alwN4r

Address

5122 Cascade Road SE
Grand Rapids, MI
49546

Telephone

+16167716054

Website

https://advisor.morganstanley.com/the-liszewski-murray-group

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