Chicago Wealth Management

Chicago, Illinois

171 N Aberdeen St
Suite 400
Chicago, IL 60607
Phone: 872.336.0406
Fax: 872.304.1684

Our wealth management team in Chicago works with individuals and families to navigate complex finances and taxes through personalized financial plans built for the big picture.

As a fiduciary, our team puts your interests first to help you achieve your financial goals, whether that’s giving back to the community, saving up for the future, or savoring today. Our holistic approach includes in-house wealth management expertise, such as investment management, tax planning, estate planning, philanthropy, private investment advisory, equity compensation guidance, real estate advisory, business succession, and other specialized financial services.

Driving Directions

Meet your Chicago wealth management team

My role affords me the unique opportunity to build our brand in new cities, onboard and tr...

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Annika Williams, CFA

Advisor

As a growth and operations manager, I help clients live a richer life by keeping things ru...

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Erica Penner

Growth and Operations Manager

I have the opportunity to assist our clients with setting up, maintaining, and navigating ...

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Felicia Fortosis

Senior Client Administrator

I help clients live a life of passion and purpose by aligning their finances with their va...

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Laura Hearn, CFP^®, CPWA^®

Lead Advisor

As a senior lead advisor, I work to support other advisors and make sure they have the too...

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Matt Mormino, CFP^®

Senior Lead Advisor

I support an enthusiastic team that works to build new client relationships by understandi...

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Samantha Evans

Business Development Operations Senior Associate

I enjoy bringing thoughtful, forward-looking perspectives to help our clients maximize the...

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Scott Greve

Lead Advisor, Real Estate Advisory Group

I help business owners create meaningful retirement plans and financial education programs...

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Vanessa McClure

National Channel Director - Fidelity

See Our Whole Team

Connect with our Chicago Personal CFO team

Whether you have a specific question, or you’re interested in learning more about how our approach can be tailored to your situation, we’d love to hear from you.

"Brighton Jones has a family feel to how they approach client relationships. It’s not just a transaction for them but that they truly have our best interests in mind."
– Dan S., Brighton Jones client