Financial Advisors in CHICAGO, ILLINOIS

Chicago, IL

If you're looking for a financial advisor in the Chicago area, we're here to help. Specializing in serving small business owners and female investors, we offer a full range of services including financial planning, tax and estate planning, and investment management to help you achieve your financial goals.

Chicago - location page


Bernadette Posen
Senior Client Relationship Associate

Jackie Swanson
Senior Client Relationship Associate

Armand Lebrilla, CIMA®
Portfolio Manager

Contact Our Chicago Financial Advisors

Located in downtown Palatine on the corner of Slade and Bothwell, right next to the Metra Train and south side of the tracks. Our Chicago office invites you to visit and meet our financial advisors to see what our full-service team can provide.


You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.

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