Our People - Above all other reasons to work with someone is that you like and trust them. We grew up and live in the Chicago area and have kids that have grown up and still live here. We know what it's like to raise a family here and to plan for retirement and save for kids' college. Hopefully you can find a connection to us through your network of friends or social media and ask them about us.
See our team here: Team. No Obligation Initial Meeting - We offer a complimentary, no obligation, no stress, initial meeting at your office or one of ours in Chicago, Oakbrook Terrace, or Schaumburg. In our initial meeting we will spend most of the time getting to know each other personally and listening to what you need help with.
See our team here: Team. No Obligation Initial Meeting - We offer a complimentary, no obligation, no stress, initial meeting at your office or one of ours in Chicago, Oakbrook Terrace, or Schaumburg. In our initial meeting we will spend most of the time getting to know each other personally and listening to what you need help with.
Services
Chicago Wealth Management Group is a financial services firm for individuals, families, companies and non-profits. Whether you have significant assets to manage-or if you are just starting to accumulate wealth-we have the tools and background to provide the services that may fit your needs. Our goal is to provide you with guidance that can help you understand and better define your financial goals.
Chicago Wealth Management Group is your local team of financial advisors that are part of the 8000+ advisors at Cetera Financial Group and our broker dealer Cetera Advisor Networks. We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria.
Eligibility criteria - required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional's consumer complaint process.
Eligibility criteria - required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional's consumer complaint process.
We are looking for nice people to work with! We like clients that we can meet face to face with and get to know and learn about their families, interests, work and dreams. We will work with anyone as long as they are engaged and committed to their goals. We also partner with attorneys and accountants to help our mutual clients.
Reviews
Be the first to review Chicago Wealth Managment Group.
Write a Review
