Chicago Wealth Management

Chicago, Illinois

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

Get in touch

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, philanthropyprivate investment advisory, equity compensation guidance, real estate advisory, business succession, and other specialized financial services. 

Driving Directions

Meet your Chicago wealth management team

As a member of the Personal CFO team, I feel honored to be invited into the financial narr...

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Annika Williams, CFA

Associate 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 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 Associate

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

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Vanessa McClure

Business Development Manager

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