Find wealth managers in Chicago

Your most important assets are your loved ones, career, and accomplishments. A premier wealth manager with the right personal fit frees you to focus on what matters in your life. Matthew Shapiro founded MWS Capital Consultants with one big goal: to bring the ultimate bespoke wealth management to his clients. Matt is an expert on growth and generational

JMC Wealth distinguishes itself from the competition by understanding that people distinctly differ in how they earn their money, spend their money, save their money, and invest their money. It's a relationship to money that is colored by unconscious triggers and personal idiosyncrasies. JMC Wealth not only understands this- they manage these variables

Your clients count on you to have the full picture. Deliver comprehensive portfolio views and reporting with our management tool so you can focus on building trusted relationships. Our wealth management platform integrates with the applications you use every day. We've pre-built integrations with our extensive market-leading partner network, so you

Whether you are seeking to build wealth for the future, protect it for the next generation or plan a giving strategy for the people and causes that mean so much to you, we are well positioned with advice and solutions that look beyond investing. Our priority is helping clients meet all of their goals - no matter what the environment. Please enter the

How can we help? Retirement, Investing, College Planning, Budget Guidance, Insurance: we have it all! Have a seat in our living room, grab a cup of coffee, and tell us your story. By starting with the end in mind, we will build a plan tailored to you and your family while navigating the twists and turns of everyday life. We are here to accompany you

What separates Polaris Wealth from most financial services firms, aside from being founded by a Howard graduate and lead by experienced Black financial advisors in Chicago, is we realize that building and maintaining wealth encompasses so much more than just investing money. We understand how political, social and historical factors have impacted the

Making the right decisions in life can be challenging without having a clearly defined plan to help you work toward your financial goals. Stonebridge Wealth Advisors will work with you to create a comprehensive financial program that is custom-tailored based on your personal goals, needs and individual situation. At Stonebridge Wealth Advisors, we

We are an independent advisory practice located in downtown Chicago founded by R Carson, AAMS(R). We help clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of our practice. You've worked hard for your money and should feel confident

Create your customized "Blueprint" to help simplify your life while managing risk and leveraging opportunities. At Blueprint Wealth Advisors, LLC, we assist you in identifying your major financial goals and objectives, then create your customized "blueprint" to help fulfill those goals. We pride ourselves on our ability to give our clients independent

Deep Blue Financial has one investment advising fee for all of our financial services. From financial planning, wealth management, and retirement planning to spending time with your accountant & lawyer, one fee covers it all. We help determine an appropriate allocation for your investment portfolio based on your specific goals, risk tolerance, time

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

For over twenty years, Great Point Capital has been providing independent, boutique wealth management, investment banking and capital market services. Founded and staffed by professional traders, bankers and experienced wealth managers. Great Point delivers the unique combination of local, customized services with a national brand and deep resources

At Johnson Private Wealth Management, we are dedicated to providing first-class financial advisory services and to sustainable investments as a foundation for long term growth. We strive for clarity and communication throughout the investment process and believe in the long term positive impact of sustainable investing on society and on your portfolio

There are two sides to every money story: the technical and the relational. You need to make the right decisions for financial growth and the right decisions for positive impact. At Purposeful Wealth Advisors, we create plans that caters to both. Each advisor has his/her own experience with money. Because of this, we're able to to share, relate, and

Today, more than ever, Americans are concerned about safeguarding their retirement accounts while maximizing gains and options for income in the future. With longevity being a significant issue - current retirement will generally be longer, more active and more expensive than any previous generation. It's never too early - or too late - to take action

Providing customized investment solutions tailored to each client's unique goals, needs and values. Proven track record of successfully helping clients grow, protect and transfer their wealth. We're different from other advisors: we're disciplined yet flexible, proven yet humble, sophisticated yet personable. And we seek out investment opportunities

John H. Fitzpatrick is the Non-Executive Chairman of Oak Family Advisors, LLC ("OFA") and Chairman of Oak Street Management Co. ("OSMC"), an insurance and management consulting firm. Kathleen A. Helminski is the Manager of Client Service and Operations of Oak Family Advisors, LLC. Bill recently became the director of research at Oak Family Advisors

We are a multi-generational group of credentialed individuals who work as an integrated team to actively manage portfolios and plan for important financial transitions. At CWM, we want to be your main source for any of your financial concerns, so we utilize technology to consolidate your whole financial plan into one secure location. We also continuously

Your vision of retirement matters. As your trusted financial partner in Chicago, our focus at Pavlovic Wealth Management is to build strategies that assist in protecting your future so you can keep making plans. Steve Pavlovic will listen to you and to what you want and help you pursue your financial goals. Pavlovic Wealth Managements comprehensive

Everyone has uncertainty. What does the future hold? How do I balance today and tomorrow? How do I provide and plan for my family? How do I stop worrying about the financial side of my business and instead focus on creating the impact I feel called to make? At Illuminate Wealth Management, we work with individuals, families and small business owners

Planning for the future is a very personal process for yourself and your family. It involves looking closely at the things you believe in, how you feel about your family's inheritance, how you want to accomplish your business transition goals, and how to build your legacy. The thing I enjoy most about working in this field is the sense of freedom

Millennial Wealth provides investment advisory and family office services for high-net worth individuals, multi-generational families, endowments, and foundations. Our business model is focused on conflict-free, fee-only compensation that aligns our interest with our clients. Invested alongside you - we manage the majority of our personal assets through