Wealth Management
Professional investment advice
to help you pursue your financial goals
We understand that no two investors are alike. That is why we provide each client with professional, personalized financial advice. We work alongside you to understand your plans and pursue your path to financial freedom, no matter your financial goals or needs.
Our approach
Our approach to your personalized plan
We use a client-centric process designed to identify your needs,
implement your strategy and help you stay on course.
Assessing your needs and finances
Preparing your plan
Implementing and monitoring your strategy
Strategies for your family’s wealth
management needs
We help you create personalized financial strategies based on your lifestyle goals. Using our
discovery process, we work with you to build an appropriate plan that supports your objectives
and then monitor it to help you stay on track. Our services and strategies include the following.
Investment planning
Financial planning
Retirement planning
Retirement solutions
401(k) management solutions for business owners
Our wealth management advisors can assist business owners in managing the complexities of their retirement plan. Whether you’re looking to change your current provider, obtain an analysis of the effectiveness and efficiency of your current plan, or establish a new retirement offering, our Wealth Management team can help you decide what option is right for you and your business.
Insight and commentary
Comprehensive market research, rigorous analysis, and valued insights from LPL Financial, the largest broker/dealer in the U.S.
Stock Markets: What To Expect When We’re Electing
October 08, 2024LPL Research examines how this presidential election year compares to previous cycles with regards to stock markets returns.
Weekly Market Performance — October 4, 2024
October 04, 2024LPL’s Weekly Market Performance for the week of September 30, 2024, highlights U.S. jobs data, escalating tensions in the Middle East, and rising oil prices.
Chinese Stocks Charge Into Bull Market Territory
October 03, 2024LPL Research highlights recent policy changes in China and how they have impacted equity and fixed income markets.
Your Signature Chicago
Wealth Management Advisor
Contact us
Let our Signature Bank team assist in reaching your business goals and
aspirations. Contact us for more information.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (Member FINRA / SIPC). Insurance products are offered through LPL Financial or its licensed affiliates. Signature Bank and Signature Chicago Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Signature Chicago Wealth Management and may also be employees of Signature Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Signature Bank or Signature Chicago Wealth Management. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency
Not Bank Guaranteed
Not Bank Deposits of Obligations
May Lose Value
Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
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The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:
CA, CO, CT, FL, HI, IL, IN, KY, LA, ME, MI, NV, NY, RI, TX, WA, WI.