Smart Wealth Strategies

People choose us seeking to become smarter and more confident in making life changing decisions as part of their financial future. We listen and we educate. Building trust, being transparent, and being an effective communicator are our top priorities.

We know you have choices. We also know that the financial services industry has gotten enough black eyes that anyone in their right mind would be suspicious. Yet, we all still have unique wants and expectations. For that reason and many more, our firm was established to offer a non-traditional, planning approach to help you and your family keep more of what you have while still planning for uncertainty.

Visit our other offices at

Two Mid America Plaza Suite 800 or 8th Floor
Oakbrook, IL 60181
Phone: (630) 627-1114
Fax: (312) 465-1394
Mobile: (312) 505-5846
Mon-Fri: 8:00 AM - 5:00 PM
Sat: 9:00 AM - 1:00 PM

and

1901 North Roselle Road 8th Floor Suite 800
Schaumburg, IL 60195
Phone: (847) 592-7000
Fax: (312) 465-1394
Mobile: (312) 505-5846
Mon-Fri: 8:00 AM - 5:00 PM
Sat: 9:00 AM - 1:00 PM