Wealth Management in Winnetka, IL

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List of Firms

Winnetka, IL Wealth Management Firms

Northwestern Mutual
SEC File# 801-8095
CRD# 2881
1 out of 5
Location 540 Frontage Rd #2245, Northfield, IL 60093, USA
Phone (847) 386-6140
Language https://www.northwesternmutual.com/financial-professional-locator?address=540%20W%20Frontage%20Rd,60093?utm_source=google&utm_medium=mybusiness&utm_campaign=lo3
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Brentview Investment Management, LLC
SEC File# 801-118493
CRD# 300409
Location One Northfield Plaza Suite 522, Northfield, IL 60093, USA
Phone (312) 283-4450
Language http://brentviewim.com/
Directions
Mast Investment Advisors LLC
Location 1723 Northfield Square # A, Northfield, IL 60093, USA
Phone (847) 501-3148
Language https://mastinvestment.com/
Directions
Kollar Wealth Advisors, LLC
Location 5 Revere Dr STE 200, Northbrook, IL 60062, USA
Phone (847) 291-4300
Language http://www.kollarwealthadvisors.com/
Directions
Merrill Lynch Wealth Management Advisor John D Jawor
Location 1033 Skokie Blvd Suite 500, Northbrook, IL 60062, USA
Phone (847) 564-7221
Language https://fa.ml.com/illinois/northbrook/karras-poplin-schroeder
Directions
Merrill Lynch Wealth Management Advisor Paul D Murray
Location 1033 Skokie Blvd Suite 500, Northbrook, IL 60062, USA
Phone (847) 291-4849
Language https://fa.ml.com/illinois/northbrook/paul.d.murray
Directions
Intrinsic Wealth Management
Location 1701 E Lake Ave Suite 257, Glenview, IL 60025, USA
Phone (224) 592-5856
Language http://intrinsicinvestment.com/
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Wealth Management in Winnetka, IL

Where Wealth Management Advisors in Winnetka, IL Serve

Nestled in the North Shore region of Chicago, Winnetka, IL is a picturesque village that boasts a rich history and a vibrant community. From the iconic Hubbard Woods Park to the awe-inspiring Skokie Lagoons, Winnetka is home to a plethora of landmarks that are sure to leave visitors in awe. The village is also home to several top employers, including the renowned New Trier High School and the prestigious North Shore Country Day School. With easy access to major highways such as I-94 and I-294, as well as bustling streets like Green Bay Road and Sheridan Road, Winnetka is a hub of activity and commerce. The village is comprised of several distinct neighborhoods, each with its own unique charm and character. Whether you're exploring the quaint streets of Indian Hill or taking in the stunning lakefront views of East Winnetka, there's something for everyone in this vibrant community.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Winnetka, IL can benefit from a bank in various ways. Firstly, the bank can offer financial assistance to the residents who may be looking to invest in the ever-growing real estate market in the area. Winnetka, IL is known for its high-end properties, and a bank can help residents secure loans and mortgages to purchase their dream homes. Additionally, the bank can provide residents with credit cards and personal loans to finance their daily expenses and emergencies. Furthermore, the bank can offer investment opportunities to the residents who may be looking to grow their wealth. Winnetka, IL is a wealthy community, and the bank can help residents manage their finances and investments to maintain their affluent lifestyle. Lastly, the bank can provide financial education to the residents, especially the youth, to help them make informed decisions about their finances and secure their financial future.

Insurance Broker

Residents of Winnetka, IL can benefit from the services of an insurance broker in a variety of ways. For instance, an insurance broker can assist residents in finding the most suitable insurance policies for their unique needs and budget. This is particularly important in Winnetka, IL, where the median home value is over $1 million, making it one of the wealthiest suburbs in the country. With such high property values, it is imperative that residents have adequate insurance coverage to protect their assets in the event of a disaster or other unforeseen circumstance. Additionally, an insurance broker can help residents navigate the complex world of health insurance, ensuring that they have access to the best possible healthcare options. Overall, an insurance broker can provide invaluable assistance to residents of Winnetka, IL, helping them to protect their financial wellbeing and ensuring that they have access to the resources they need to thrive.

Retirement Planning

Residents of Winnetka, IL would greatly benefit from the expertise of a retirement planner. With a median household income of $250,000, many residents have significant assets to manage and plan for. A retirement planner can help individuals navigate complex investment options, such as real estate or stock portfolios, to ensure they are maximizing their returns. Additionally, a planner can assist in creating a comprehensive retirement plan, taking into account factors such as healthcare costs and inflation. With the average life expectancy in Winnetka being higher than the national average, it is essential for residents to have a solid plan in place to ensure their financial security in their later years. A retirement planner can provide peace of mind and a sense of security for residents of Winnetka as they plan for their future.

Financial Advisor

Residents of Winnetka, IL can benefit from the expertise of a financial advisor in a variety of ways. For instance, many individuals in this affluent community are likely to have complex investment portfolios that require careful management and strategic planning. A financial advisor can help residents navigate the complexities of the market and make informed decisions about their investments. Additionally, with the high cost of living in Winnetka, many residents may struggle to balance their expenses with their income. A financial advisor can provide guidance on budgeting and saving strategies that can help individuals and families achieve their financial goals. Furthermore, with the recent changes in tax laws, it can be challenging for residents to understand how these changes will impact their finances. A financial advisor can help residents navigate these changes and make informed decisions about their tax planning. Overall, the expertise of a financial advisor can be invaluable for residents of Winnetka, IL who want to achieve financial security and stability.

Mortgage Loan Officer

Residents of Winnetka, IL can benefit from the expertise of a mortgage loan officer in a variety of ways. Firstly, the officer can guide them through the complex process of securing a mortgage, making sure they understand the terms and conditions of the loan before signing any paperwork. Additionally, residents can rely on the officer's knowledge of the local housing market to help them find the best deals on properties in Winnetka, which is known for its high-end real estate market. Furthermore, the officer can assist residents in navigating the intricacies of Illinois state laws and regulations related to mortgages, ensuring that they are in compliance with all legal requirements. Overall, a mortgage loan officer can be an invaluable resource for residents of Winnetka, helping them to achieve their dream of homeownership in this prestigious community.

Tax Services

Residents of Winnetka, IL can benefit from the services of a tax advisor in many ways. One of the most common ways is through the creation of a personalized tax plan that takes into account the unique tax laws and regulations of Winnetka. The tax advisor can help residents navigate complex tax codes and maximize their deductions, resulting in significant savings. Additionally, the tax advisor can provide guidance on tax-efficient investment strategies, such as investing in municipal bonds, which can provide tax-free income. With the high property values in Winnetka, the tax advisor can also assist with property tax assessments and appeals, ensuring that residents are not paying more than their fair share. Overall, the tax advisor can provide valuable expertise and support to Winnetka residents, helping them to achieve their financial goals while minimizing their tax burden.

Estate Planning Lawyer

Residents of Winnetka, IL can benefit from the services of an estate planning lawyer in numerous ways. One specific aspect of estate planning that is crucial for Winnetka residents is the protection of their assets against the high cost of long-term care. With the average cost of a nursing home in Winnetka exceeding $10,000 per month, it is essential to have a solid estate plan in place to ensure that one's assets are not depleted by these expenses. An estate planning lawyer can help residents establish trusts, such as irrevocable trusts or Medicaid trusts, that can protect their assets and allow them to qualify for government benefits to cover the cost of long-term care. Additionally, an estate planning lawyer can assist with creating wills, powers of attorney, and other legal documents to ensure that an individual's wishes are carried out and their loved ones are provided for after their passing.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth management services offered by a professional wealth manager in Winnetka, IL are designed to provide comprehensive financial solutions to high net worth individuals. These services include investment management, tax planning, estate planning, and risk management. In Winnetka, IL, a unique aspect of wealth management is the emphasis on philanthropy. Wealth managers work with clients to identify charitable causes that align with their values and help them create a strategic giving plan. This burst of generosity is a testament to the community's commitment to social responsibility and making a difference in the world. Additionally, wealth managers in Winnetka, IL, understand the importance of preserving family legacies and can provide guidance on intergenerational wealth transfer, ensuring that future generations can benefit from the fruits of their ancestors' labor. With their deep knowledge of financial markets and investment strategies, wealth managers in Winnetka, IL, can help clients achieve their long-term financial goals while navigating the complexities of the modern financial landscape.

Located in the North Shore region of Chicago, Winnetka, IL is a prime location for those seeking a wealth manager. The affluent community is known for its picturesque homes, strong sense of community, and exceptional schools. However, what truly sets Winnetka apart is its proximity to Chicago's financial district and the wealth of experienced professionals that reside in the area. With a wealth manager in Winnetka, clients have access to a network of financial experts who understand the unique needs and challenges of affluent individuals. Whether it's managing investments, estate planning, or tax strategies, a Winnetka wealth manager has the knowledge and resources to provide unparalleled service and guidance. With its idyllic setting and access to top-tier financial professionals, Winnetka is the perfect place to secure your financial future.