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):
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).
Insurance Tool - Instantly Shop Life Insurance Rates from Multiple Companies.
Here is why you should work with us:
If you are just starting a family or nearing retirement, we can help you to achieve your financial goals.
401(k), SEP-IRA and other Retirement Plan services for businesses and independent contractors.
Step up to custom US stock portfolios, managed muni bond accounts, 529 transition strategies, and other unique ideas.
Client's can see their account balance and holdings at any time using our custodian's app, Pershing NetXInvestor.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Taking your Social Security benefits at the right time may help maximize your benefit.