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Our Financial & Wealth Management Services

Financial Guidance for Life’s Big Moments

Client Centered

Starting a business. Sending your kids to college. Planning for a long-awaited retirement. Your life is full of milestones, and each one impacts your finances. No matter your goals and aspirations, you’re planning for the big moment. However, getting there means you’ll need to make meaningful decisions with your money. 

Our team of advisors at Chicago Private Wealth Group gives you insight, so you make educated financial moves. We’ll organize your finances and pave the way to retirement. We’re there during significant moments in life when your money is in motion, like an inheritance, the sale of a company, or the loss of a loved one. Those are the times when you need a financial professional who will work closely with you, and provide guidance. 

We’ll be there for you during life’s triumphs and challenges.

How Our Team Serves You

Retirement Planning

  We create a plan to work toward covering your needs before and after retirement.

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  IRAs & 401(k)s

  Our team identifies and invests in the most suitable retirement account for you. 

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Investment Management

  We work with you to manage your wealth through a customized strategy.

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Small Business Planning

We can help you outline a  plan based on your resources and requirements.

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Estate Planning & Trusts

  We help you build a long-term plan for your wealth and legacy.

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Financial Planning & Review

  We review your financial performance and keep you updated on market conditions.

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College & 529 Planning

  We simplify saving for college and help you plan based on your family’s goals.

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Charitable Giving

  We work to maximize your current tax savings and plan for your future tax options.

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In addition to our core services, we also offer:

  • Tax Planning
  • Healthcare Options
  • Insurance Plans
  • Social Security Planning
  • Socially Responsible Investing & Environmental, Social, Governance (SRI/ESG)
Start the Conversation

For more information about our firm and the services we offer, send us a quick email or call the office. We welcome the opportunity to speak with you.  |  708.247.1700