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Welcome to Chicago Wealth Management Group Rightsizing for Retirement Social Security: By the Numbers Retiring the 4% Rule

Your Financial Future

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)

Seven core areas that we can help you with (click one):

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Coronavirus, COVID-19 Market Update

As financial markets react to the global spread of the COVID-19 virus and anxiety levels increase, we want to provide perspective on the situation from our broker dealer research group, Cetera® Investment Management, to help you cut through the noise. Here is a link to a video with detailed commentary from our Chief Investment Officer:

Risk Tool - Use our tool to match your risk to your portfolio.  To see how it works see the video (click here).

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Insurance Tool - Instantly Shop Life Insurance Rates from Multiple Companies.

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Here is why you should work with us: 

  • Our People – Above all other reasons to work with someone is that you like and trust them. We grew up and live in the Chicago area and have kids that have grown up and still live here. We know what it’s like to raise a family here and to plan for retirement and save for kids’ college. Hopefully you can find a connection to us through your network of friends or social media and ask them about us. See our team here: Team.
  • No Obligation Initial Meeting - We offer a complimentary, no obligation, no stress, initial meeting at your office or one of ours in Chicago, Oakbrook Terrace, or Schaumburg. In our initial meeting we will spend most of the time getting to know each other personally and listening to what you need help with.
  • Defined Process - We work together through a flexible but defined process to not only come up with a custom plan for you but then to implement it.
  • Flexible Fees - We have multiple fee structures including fee only, commission, consulting, advisory, etc. We will work together to find something that you are comfortable with.
  • No Proprietary Products – We are independent advisors and our broker dealer does not have any proprietary products such as our own Mutual Funds, Insurance, Annuities or 401(k)s. We are free to choose what makes sense for you.
  • Range of Solutions – Being part of one of the largest independent broker dealers in the US allows us to provide you with a wealth of different financial services from a portfolio of low cost index funds, to a diversified portfolio of actively managed stocks, bonds, real estate, precious metals, and managed futures, to life insurance to annuities with guaranteed lifetime income, to solo 401(k)s to Cash Balanced 401(k) Plans with Profit Sharing.
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Individuals and Families

If you are just starting a family or nearing retirement, we can help you to achieve your financial goals.

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Companies and Non-Profits

401(k), SEP-IRA and other Retirement Plan services for businesses and independent contractors.

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Featured Solutions

Step up to custom US stock portfolios, managed muni bond accounts, 529 transition strategies, and other unique ideas.

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Download Our App

Client's can see their account balance and holdings at any time using our custodian's app, Pershing NetXInvestor.


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Sit, Stay, Rollover: A Guide to IRA Rollovers

If you have a 401(k) with a former employer, you may want to consider an IRA rollover.

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Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

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A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

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