Chicago Wealth Managment Group

Who We Are

Chicago Wealth Management Group is a team of experienced financial planners and investment professionals dedicated to providing personalized wealth management solutions to individuals, families, companies, and non-profits across the Chicago area and beyond. Founded on the principles of trust, transparency, and personalized attention, we empower our clients to achieve their financial goals through every stage of life.

Our Mission

Our mission is to collaborate with our clients to develop and implement customized financial plans that align with their unique needs and aspirations. We believe in open communication, thorough analysis, and actionable strategies to help our clients make sound financial decisions and achieve lasting financial security.

Individuals and Families

• Comprehensive financial planning and wealth management
• Portfolio management
• Retirement planning and optimization
• College savings strategies
• Estate planning and wealth preservation

Companies and Non-Profits

• 401(k) plans and rollovers
• SEP-IRA plans for independent contractors
• Retirement planning and investment guidance
• Comprehensive financial assessments and risk management

Featured Solutions

• Custom US stock and bond portfolios
• Managed municipal bond accounts
• 529 plan transition strategies
• Unique investment solutions tailored to your specific needs

Our Core Values

• Client-centeredity: We prioritize understanding your unique needs and goals to deliver personalized solutions.
• Transparency: We provide clear and concise information at every stage of the process.
• Communication: We actively listen and maintain open communication, fostering trust and collaboration.
• Integrity: We adhere to the highest ethical standards and maintain strict confidentiality.
• Commitment: We dedicate ourselves to ongoing support and continuous improvement of your financial plan.

Why Choose Chicago Wealth Management Group?

• Experienced and certified financial advisors with extensive industry knowledge
• Personalized and tailored financial plans
• Access to a wide range of investment options and solutions
• Collaborative and transparent approach to wealth management
• Commitment to building lasting relationships with clients