As the leader of the firm’s Chicago wealth management practice, I specialize in personal, holistic, and comprehensive wealth management. Serving as the unbiased personal CFO for many high-net-worth individuals and families, I strive for an independent, objective approach that optimizes the growth of a client’s balance sheet on an after-income tax and after-estate tax basis — while maintaining proper cash flow. My wealth management and tax experience give me a unique skillset to help enhance the personal financial situation for all my clients. I also have years of experience with private placement real estate investments.
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