We guide individuals, retirement plan sponsors, and plan participants in pursuing their financial goals.Learn More
Our team has a myriad of backgrounds and is able to offer comprehensive wealth management.Learn More
We are passionate about helping our clients pursue in their goals and strive to provide them with the most effective outcomes.Learn More
Understanding Today's Financial Environment
At Midwest Wealth Management, we understand that you’ve worked hard to build your wealth. As you prepare for retirement and other long-term planning objectives, you want to make sure that your wealth works hard for you in return. Our firm was founded with the goal of serving you and your family in preparation for retirement and throughout your life after.
With decades of experience serving clients with their financial needs, we take pride in knowing we have helped guide so many people during this major milestone of life. We want to serve you today, tomorrow, and throughout your retirement years. Based in the Chicago area, the firm serves clients in our community, as well as throughout the country. Contact us today for a commitment-free consultation.Contact Us
As an independent firm, we are able to provide completely objective advice.
Guided Wealth Portfolios
Invest for your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology. Start Now
Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges come opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concept(s) or product(s). We'll get back to you quickly with a thoughtful answer.
Midwest Wealth Management's
Four Pillar Philosophy
Pillar I - Relationships
Pillar II - Customized Solutions
Pillar III - Personalized Service
Pillar IV - Regular Evaluation
Please visit our Philosophy Tab for a detailed overview.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
The federal government requires deceased individuals to file a final income tax return.
For many, retirement includes contributing their time and talents to an organization in need.
Try these activities to keep your brain sharp.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator shows how inflation over the years has impacted purchasing power.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Do you know these three personal finance sayings?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Why are 401(k) plans, annuities, and IRAs so popular?
Around the country, attitudes about retirement are shifting.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
The decision whether to buy or rent a home may have long-term implications.