Personalized Guidance for Your Financial Journey

Located just north of Chicago in Lake Forest, our North Shore Wealth Management team believes in the importance of building authentic relationships to best understand your needs and help tailor our advice. Coupling the knowledge of your objectives, preferences, and risk tolerance with our comprehensive wealth advisory services, we can better guide you on your financial journey—wherever you want it to take you.

All of Us. Here for you.

Our team of experienced, accessible advisors actively listen and proactively create tailored solutions that help you build your version of wealth, however you define it. Our client-centered approach pinpoints your financial circumstances to help improve your outcomes and create a legacy for you and your family.

Experienced and Specialized Support

Our North Shore financial planning team brings together a diverse range of knowledge and experience to help guide your financial journey. From investment strategies and retirement planning to tax optimization and financial planning for physicians, each advisor on our team offers specialized knowledge to address your unique needs. With our collaborative team approach, you’ll receive personalized guidance from professionals who understand the complexities of your situation and the specific goals and priorities that drive your financial plan.

Trust us, we’re certified

What do our certifications mean to you?

• A CERTIFIED FINANCIAL PLANNER™ (CFP®) is a financial professional who has earned accreditation by meeting rigorous education, training, and ethical standards. CFP® professionals are fiduciaries, which means they have a duty to always act in their clients’ best interests—so you can trust that their advice truly puts you and your needs first.
• A Chartered Financial Analyst (CFA®) is a professional who has demonstrated expertise in investment management and financial analysis. It is one of the most rigorous certifications that a financial professional can earn and a highly respected credential in the field.
• A CPWA® (Certified Private Wealth Advisor®) specializes in working with high-net-worth clients. They have in-depth, multidisciplinary training in complex areas such as wealth transfer, tax and estate planning, behavioral finance, and legacy planning, equipping them to develop sophisticated strategies for managing, protecting, and transferring significant wealth for individuals with substantial assets, often exceeding $5 million.
• A Certified Divorce Financial Analyst® (CDFA®) is a specialist in advising clients through the financial complexities of divorce. They have undertaken training to address complex topics such as the tax considerations of dividing up assets, child and spousal support, dividing pension or retirement assets, and more.