Delivering comprehensive wealth guidance for business owners, retired professionals, and families. Goodworth Wealth Management, llc is a Chicago-based wealth management firm committed to providing objective investment guidance with our clients' life goals in mind. Our business has been two core disciplines: Retirement Plan and Individual Wealth Services.
We aspire to become the wealth management firm of choice in the greater Chicago area for clients that expect an integrated approach to their finances, with an emphasis on integrity, communication and personalized service. We offer comprehensive and objective financial advice to clients who desire a high level of personal service.
We aspire to become the wealth management firm of choice in the greater Chicago area for clients that expect an integrated approach to their finances, with an emphasis on integrity, communication and personalized service. We offer comprehensive and objective financial advice to clients who desire a high level of personal service.
Services
At Goodworth Wealth Management, our practice has two main components. By striving to enhance the decision- making process for our clients and their families, we deal with multiple aspects of wealth management. In many cases we act as the family Chief Financial Officer. In addition, Goodworth Wealth Management seeks to gain a reputation as one of Chicago's leading firms specializing in corporate retirement plans.
We have had the humbling opportunity to work with Big Shoulders Fund, a Non-Profit Organization that provides support to inner-city schools which provide a quality, values-based education for Chicago's children.
Here is an excerpt about our involvement with the Big Shoulders Fund from the Chicago Sun Times: "As they debated which stocks should be in their portfolio, Goodworth encouraged them to think about the products they use every day - the mattress they sleep on, the toothbrush they use, what they watch on their cellphones."
Here is an excerpt about our involvement with the Big Shoulders Fund from the Chicago Sun Times: "As they debated which stocks should be in their portfolio, Goodworth encouraged them to think about the products they use every day - the mattress they sleep on, the toothbrush they use, what they watch on their cellphones."
A comprehensive wealth management strategy will strategically position you for the financial freedom you desire. This holistic approach crosses the breadth of the financial spectrum, which can include aspects of investments, estate planning, tax services and retirement savings. We can also incorporate a philanthropic component.
At GWM we strive to improve retirement outcomes for our plan sponsor clients and their employees through careful retirement plan design assistance, strategic and targeted communication and education, as well as continual monitoring of results. Be Well and Build Wealth are major themes we stress with our retirement plan clients.
At Goodworth Wealth Management, your financial advisor takes their portfolio management role seriously. Our shared goal is to maximize your return and minimize your risk according to your specific level of tolerance. A holistic approach to portfolio management requires a comprehensive review of your current investments and strategy.
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