OUR VISION is to guide our clients along a disciplined path as their passionate advisor and emerge as the go to “GPS” for financial advice.
With our collective talents, lifelong learning, and dependable resources, OUR MISSION is to empower clients with financial independence and purpose.
OUR VALUES:
Competence
- Taking discipline and prudent action to be the most excellent, knowledgeable, and professional financial advisors for our stakeholder’s needs.
- Anticipating macro and micro market trends and applying sound analysis.
- Proactive in identifying problems and delivering valued solutions.
- Identifying and empowering talent who are innovative and flexible in response to change and uncertainty to recognize and maximize on opportunities.
Character
- Upholding our values and transparency to do the right thing for the people we serve.
- Applying our core beliefs to foster internal stakeholder relationships.
- Soliciting input from teammates, industry thought leaders, and clients in formulating quality decisions.
- Honoring honest mistakes as opportunities for growth.
Client Care
- Putting our client’s needs and interests first, and maintaining the kind of relationship they want with us.
- Providing “mind easing” solutions with practical and proven strategies.
- Anticipating and shaping client centered solutions based on market analysis in tandem with client expressed concerns.
- Use breakthrough and reliable technologies in delivering world class client service.
Communication
- Employ technologies that reach beyond walls to link and connect all stakeholders in meaningful and relevant ways.
- Coalesce around shared language, meaning, and plans to support and energize performance and foster healthy team culture.
- Use written documentation to provide seamless messaging between stakeholders to partner for accountability, developing planning and strategies, and decision making.
- Encourage participation in discussions in order foster collaboration, inclusion and common ground.
We love working with young professionals, pre-retirees, retirees, high net worth, executives, business owners, non-profits, and families.
Let's Put Your Plans In Motion
Are you interested in pursuing your lifelong dreams while also providing support to the individuals and causes that hold significance to you? With our expertise, we are able to help you achieve this. Tell us about your current circumstances. With your aspirations and values as our motivation, we will utilize our industry knowledge to aid you in developing a strategy for a financially secure future. Please watch the video to gain an understanding of our approach.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Locations
Webster Ave Office
- Phone:
- 773-935-9526
Hours
Downtown Chicago Office
- Phone:
- 773-935-9526