Providing financial clarity across the globe and in your local area.

Chicago, Illinois

Private Wealth Management & Financial Planning in Chicago

local expertise. all in-house.

About the Chicago Team

Each member of our Chicago team brings a different perspective, skills, and creativity to the table, fostering a collaborative environment where thoughtful ideas flourish. We value teamwork, professionalism, and a relentless pursuit of evolution, ensuring that we deliver quality advice to our clients.

services offered

  • Comprehensive wealth management

  • Investment management

  • Tax Preparation & Planning

  • Trusts & Estate Planning

  • Financial Planning

  • Retirement Planning

  • Insurance

  • International Services

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Meet your team

  • Team Member Placeholder Senior Partner headshot

    Team Member Placeholder

    CIMA®, CPWA®

    Senior Partner

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  • Christopher Horvath Senior Financial Planner headshot

    Christopher Horvath

    CFP®

    Senior Financial Planner

    view bio

  • Amanda Brown Senior Portfolio Manager headshot

    Amanda Brown

    Senior Portfolio Manager

    view bio

  • James Lewandowski Senior Wealth Manager headshot

    James Lewandowski

    Senior Wealth Manager

    view bio

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Once we receive your inquiry, a team member will be in touch to set up your complimentary, no-obligation consultation within one business day.

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