As your wealth grows, so do the demands on your resources. You may not have the time, desire, or expertise to give your finances the attention they desire. We collaborate with you and your financial team in a tax-friendly, time-friendly manner to take care of your family, employees, &/or organizations important to you.
Help you take care of the people and organizations that are important to you in a tax-friendly way. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of IL or where otherwise legally permitted.
Help you take care of the people and organizations that are important to you in a tax-friendly way. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of IL or where otherwise legally permitted.
Services
Locker Wealth Management is a Registered Investment Advisor based in the Chicago Metropolitan area specializing on wealth management & investment consulting. By working with your tax & legal advisors, your investment committee, or your board of directors, we can coordinate our advice to help protect your interests.
We believe that strong, open, and well-regulated securities markets are fundamental to America's overall economic well-being and the creation of wealth. Markets depend on investor trust. Clarity is the cornerstone of trust between investors and their financial representatives. We believe that the needs of the investor should always come first.
First and foremost, we want to understand your wants and needs for retirement, income, college, or other personal and/or aspirational goals. Helping you develop an investment policy, given your circumstances and preferences, to pursue risk-managed growth over the long term;. Communicating with you on an ongoing basis to keep you informed of observations on the market & economy;.
Trusts can be an effective tool in managing estate taxes, controlling an estate during an incapacity or after one passes, creating a legacy for a spouse, heirs, or charitable gifting. However, they also may require significant time and expertise to administer properly. Locker Wealth Management will coordinate our services with your tax and legal advice to ensure your wishes are carried out during your life and future generations.
You have a right to full, clear reporting, quality service, and responsible investment advice. In that spirit, our fee structure reflects our philosophy in being clear and transparent. Portfolio management services by third-party managers (if applicable), custodial services, and trust services may incur additional fees.
Reviews
Be the first to review Locker Wealth Management.
Write a Review
