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...
View ProfileAnnika Williams, CFA
I have the opportunity to assist our clients with setting up, maintaining, and navigating ...
View ProfileFelicia Fortosis
I help clients live a life of passion and purpose by aligning their finances with their va...
View ProfileLaura Hearn, CFP®, CPWA®
As a senior lead advisor, I work to support other advisors and make sure they have the too...
View ProfileMatt Mormino, CFP®
I support an enthusiastic team that works to build new client relationships by understandi...
View ProfileSamantha Evans
I enjoy bringing thoughtful, forward-looking perspectives to help our clients maximize the...
View ProfileScott Greve
I help business owners create meaningful retirement plans and financial education programs...
View ProfileVanessa McClure
Connect with our Chicago Personal CFO team
"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