We are a multi-generational group of credentialed individuals who work as an integrated team to actively manage portfolios and plan for important financial transitions.

Cash flow management is about balancing your short-term desires and impulses with setting money aside to fund your long-term goals. We partner with you to make better decisions that reflect your values.

As Managing Principal of Chicago Wealth Management, Jeff partners with individual and institutional clients, provides advice and manages assets to build wealth, using investment strategies which allow for sustainable distributions.

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*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that …

After 10% returns in the first quarter and on the heels of the late 2023 rally, the S&P 500 gave up almost half of the year-to-date gain in April.

Nick is a principal and portfolio manager at Chicago Wealth Management, Inc. Nick joined the firm in 2007. Since then, his role has expanded from working primarily with clients in the early accumulation phase of investing to providing advice for all individual and small business retirement plan clients of the firm.

Katie joined Chicago Wealth Management, Inc. in November 2017. She ensures daily operations run efficiently by assisting with accounting, reporting and various client service tasks. Katie previously worked in the healthcare field providing administrative support for the NorthShore University HealthSystem Medical Group.

Erica joins Chicago Wealth Management, Inc. as an Associate in financial planning, as part of her transition from a legal career in health law.

Chicago Wealth Management, Inc. (“Company”) is an SEC registered investment adviser located in Chicago, Illinois. A copy of the Company’s current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request and/or on this web site at www.chicagowm.com .