Locker Wealth Management

Locker Wealth Management, Inc. is a Registered Investment Advisor based in the Chicago Metropolitan area with a dedicated focus on providing comprehensive wealth management and investment consulting services. Founded by Alex Locker, CFP, in the year 2006, our firm has consistently strived to empower individuals, families, and organizations to achieve their financial goals by offering personalized strategies and unwavering support.

We firmly believe that clear communication and a deep understanding of our clients' unique needs are the cornerstones of a successful financial partnership. Working collaboratively with your existing tax and legal advisors, investment committees, or board of directors, we ensure that our advice is seamlessly integrated into your overall financial plan. Our commitment to transparency and a client-centric approach allows us to build lasting relationships based on trust and mutual success.

Our Services

At Locker Wealth Management, we understand that navigating the complexities of the financial world can be overwhelming. We offer a comprehensive suite of services designed to simplify your financial life and provide you with peace of mind.

Financial Planning

Our financial planning services are designed to help you gain clarity and direction regarding your financial future. We begin by taking a thorough understanding of your goals, risk tolerance, and current financial situation. Based on this assessment, we develop a personalized roadmap that outlines strategies for saving, investing, and managing your assets in a tax-efficient manner. This personalized approach ensures that your financial plan aligns perfectly with your individual needs and ambitions.

Portfolio Management

We believe that a well-diversified portfolio is crucial to achieving long-term investment success. Our experienced investment professionals utilize a data-driven approach to construct and manage portfolios tailored to your specific risk profile and investment objectives. We continuously monitor market conditions and economic trends, making necessary adjustments to your portfolio to ensure it remains aligned with your goals. Through ongoing reporting and communication, we keep you informed about your portfolio's performance and provide timely insights to help you make informed decisions.

Retirement Planning

Retirement planning is a critical aspect of financial security. We work closely with you to develop a comprehensive retirement plan that outlines your expected retirement income, outlines strategies for managing your retirement assets, and helps you navigate the complexities of Social Security and Medicare. Whether you are just starting to plan for retirement or are nearing your retirement years, we can provide you with the guidance and expertise you need to achieve your retirement dreams.

Trust Services

Protecting your family's legacy is a paramount concern. Our trust services are designed to help you establish and manage trusts that can safeguard your assets for future generations. We offer a range of trust solutions, including revocable living trusts, irrevocable trusts, and special needs trusts, tailored to meet your specific estate planning needs. Our experienced trust professionals will ensure that your trusts are properly structured and administered, providing peace of mind knowing that your loved ones are protected.

We are dedicated to serving as your trusted financial partner, providing clear guidance and unwavering support throughout your financial journey.