Website Call now
Website
Call

Our Vision

At MPI Wealth Management, our vision is to empower investors with personalized financial guidance and innovative wealth management solutions. We believe everyone deserves a trusted partner to navigate the ever-changing financial landscape and achieve their financial goals.

Our Mission

Our team of experienced professionals works collaboratively to provide personalized wealth management services tailored to each client's unique needs and aspirations. We take a holistic approach, addressing all aspects of wealth - from strategic investing to comprehensive financial planning.

Who We Are

Established in 1986, MPI Wealth Management is an independent registered investment advisory firm based in Hinsdale, Illinois. Led by founder and CEO David W. Pequet, we have a proven track record of assisting individuals and institutions in achieving sustainable financial success.

What Sets Us Apart

  • Client-Centric Approach: We prioritize understanding your individual goals and risk tolerance to create a tailored wealth management plan.
  • Conservative Approach: Informed by decades of experience, we prioritize risk management through diversified portfolios and a disciplined investment process.
  • Fiduciary Responsibility: We adhere to the highest ethical standards, always acting in your best interest as your fiduciary advisor.

Our Services

  • Investment Management: Collaborative portfolio construction, ongoing monitoring, and proactive adjustments based on market shifts and client needs.
  • Financial Planning: Comprehensive analysis of your financial situation, including risk assessment, estate planning, and retirement planning.
  • Retirement Planning: Goal-driven strategies to maximize retirement accounts, contributions, and withdrawals.
  • Wealth Preservation: Customized strategies to protect your wealth through insurance planning and risk mitigation.
  • Family Office Services: Tailored solutions for high-net-worth families, encompassing wealth management, philanthropy, and succession planning.
Reviews
Review Hawthorne Investment Management

Be the first to review Hawthorne Investment Management.

Write a Review