About Us
Chicago Wealth Management Group is a financial services firm for individuals, families, companies and non-profits. We are a local team of financial advisors that are part of the 8000+ advisors at Cetera Financial Group and our broker dealer: Cetera Advisor Networks (click here)
We have four local offices that we would be happy to meet with you at:
- Oak Brook - (630) 656-1408
- Villa Park - (630) 279-3753
- Chicago - (312) 893-5492
- Schaumburg - (847) 592-7024
For complete contact information including directions: (click here)
For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.
That’s where our firm comes in.
Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs.
Our goal is to provide you with guidance that can help you understand and better define your financial goals. We work hard to create a mutually beneficial and respected long-term relationship with our clients and their families.
As members of the community for several years, we take pride in knowing that we have helped many people pursue the type of financial future they dreamed about.
For more information about our firm and our services, please call. We would enjoy learning more about your goals and dreams.
To see more about our broker dealer and custodian please go here:
Please see our services for:
- Individuals and Families Services
- Companies, Non-Profits and Independent Contractor Services
- Featured Solutions