Chicago Wealth Management Group is a local team of financial advisors registered through our broker dealer, Cetera Advisor Networks, part of Cetera Financial Group. We provide advanced investment strategies, retirement plans and additional financial services to individuals, families, companies and non-profits nationwide.

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

• Investment Management - Get a portfolio that's right for you
• Retirement Planning - Do you have enough income for the rest of your life?
• College Saving - Take advantage of tax benefits when saving for college
• Financial Planning - Overall financial planning from a fiduciary
• Life Insurance - Make sure your family and business are protected
• Estate Planning - Plan out how your assets will be distributed (and taxed)
• 401(k) Plans - Setup the right plan for your company, non-profit, or yourself

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, Villa Park, 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.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms are members FINRA/SIPC. Cetera Financial Group is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101.