What Makes Us Unique?
Client First: We put the interest of our clients before our own.
We are Independent and Proud of it: We are a privately owned financial services firm. Our advice is objective and we do not offer proprietary products nor are we in the business of selling products. We provide investment and planning services on a fee basis to avoid a conflict of interest.
Locally and Nationally Recognized: Named Fived Star wealth advisor as seen in Chicago Magazine. Chairman’s council qualifier each year since 2004 with LPL as a top 5% advisor out of 15000 LPL reps nationally.
Highly Experienced: Our industry expands 25 years in the financial services industry. We understand the emotional rollercoaster that is investing and we are always there to collaborate with our clients while helping them stay focused on their investment goals.
Superior Client Service: We recognize the serious responsibility we have to our clients. Our core objective is to serve the wealth management needs of each of our clients with the knowledge, trust and integrity that they need and deserve.