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.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Don't let procrastination keep you from pursuing your financial dreams and goals.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
What’s the deal with your yearly free credit report?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much you have the potential to earn during your working years.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate your monthly and annual income from various IRA types.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Do you know these three personal finance sayings?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
You’ve made investments your whole life. Work with us to help make the most of them.
The average retirement lasts for 18 years. Are you prepared to fill that many days?