TOP 10 Family legacy management in Illinois

Corient, located at 2 Pierce Place in Itasca, Illinois, is a finance institution that offers comprehensive family office services designed to manage wealth from a 360-degree perspective. With a focus on exceeding expectations, simplifying lives, and helping establish lasting legacies, Corient leverages an exclusive network of experts to help clients achieve their personal and professional financial goals. As of December 31, 2023, the institution's assets include those from firms Corient has acquired or invested in. As fiduciaries, Corient prioritizes putting clients first and providing top-notch financial services.

Russell P Smith is a financial advisor at Ameriprise Financial Services, LLC located at 2001 Butterfield Road in Downers Grove, Illinois. With a background in finance and a recipient of the Ameriprise Client Experience Award, Russell provides personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients can access their investments and accounts securely from any device. Interested individuals can schedule a complimentary initial consultation to learn more about how Russell can help them achieve their financial goals. Securities are offered through Ameriprise Financial Services, LLC and investment advisory products and services are available through a registered investment adviser. Russell P Smith is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. Ameriprise Financial cannot guarantee future financial results. Clients are encouraged to refer friends and family members to Russell for assistance in achieving their financial goals. The institution adheres to strict privacy and security regulations to protect client information.

Frank N Szafranski is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 375 83rd Street, Burr Ridge, Illinois, United States. Frank N Szafranski specializes in providing comprehensive financial planning and investment management services to individuals and families. He holds several prestigious certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, and many more. With expertise in asset management, estate planning, retirement planning, and investment strategies, Frank N Szafranski is dedicated to helping clients achieve their financial goals. Contact Frank N Szafranski at Ameriprise Financial Services, LLC for personalized wealth management solutions.

NorthRock Partners - Chicago is a finance institution located at 21925 West Field Parkway in Deer Park, Illinois, United States. We specialize in providing seamless financial and lifestyle advisory services to help our clients make a positive impact on the world. Our unique Personal Office approach allows clients from around the globe to receive specialized advice tailored to their individual needs. Whether you are a corporate executive, business owner, athlete, entertainer, or philanthropist, we have your best interests in mind. Our team of advisors is dedicated to providing you with the best possible advice and services. At NorthRock Partners, we love partnering with great people who are making a difference in the world.

Edward Jones - Financial Advisor: David J Dinter, AAMS™ is a trusted finance institution located at 4231 Grove Avenue in Gurnee, Illinois, United States. Specializing in providing personalized financial advice and services, David J Dinter, AAMS™ is dedicated to helping individuals and families achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can rely on Edward Jones for expert guidance and support in managing their investments and planning for the future. Contact David J Dinter, AAMS™ today to take the first step towards securing your financial future.

Wojcik, Folk & McGeorge - Ameriprise Financial Services, LLC is a leading finance institution located at 10237 West Lincoln Highway in Frankfort, Illinois, United States. Our team has been recognized as Forbes Best in State Wealth Management Teams for 2023, showcasing our dedication to providing personalized advice to help you achieve your financial goals. Whether you are just starting your financial journey or looking to preserve your legacy, we are here to support you every step of the way. Our commitment goes beyond numbers, as we strive to build genuine relationships, create a positive impact in our community, and offer astute investment management. Contact us for a complimentary initial consultation and let us help you secure your financial future.

Ga Financial Advisors Inc is a leading finance institution located at 586 William R Latham Senior Drive in Bourbonnais, Illinois, United States. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your assets, we are here to provide personalized guidance and support. With a focus on integrity and transparency, Ga Financial Advisors Inc is committed to helping our clients make informed decisions and secure their financial future. Contact us today to learn more about our services and how we can help you reach your financial goals.

Edward Jones - Financial Advisor: Craig A Schuessler, AAMS™ is a reputable finance institution located at 1500 North Arlington Heights Road in Arlington Heights, Illinois, United States. With a focus on providing personalized financial planning and investment services, Craig A Schuessler, AAMS™ is dedicated to helping clients achieve their financial goals. As a trusted advisor, he offers expert guidance and tailored solutions to help individuals and families secure their financial future. Whether you are looking to save for retirement, plan for education expenses, or grow your wealth, Edward Jones - Financial Advisor: Craig A Schuessler, AAMS™ is committed to providing you with the support and expertise you need to succeed.

Responsible Financial Guidance - Ameriprise Financial Services, LLC is a finance institution located at 1 Overlook Point, Lincolnshire, Illinois, United States. Our team of Financial Advisors and Wealth Advisors are dedicated to helping you achieve your unique financial goals. We take the time to understand your individual needs and provide personalized financial advice that aligns with your values. With over 30 years of wealth management experience, we aim to inspire peace of mind, promote a great life now and in the future, and help you leave a legacy. Our services include tax smart investment strategies, Special Needs Planning, and Environmental, Social, and Governance investing to help you make an impact on the causes you care about most. We believe in collaborating with our clients to develop customized plans that will help them reach their financial goals.

Edward Jones - Financial Advisor: Brian C Mueller, CFP®|AAMS™ is a reputable finance institution located at 21 South Evergreen Avenue in Arlington Heights, Illinois, United States. Brian C Mueller, a Certified Financial Planner and Accredited Asset Management Specialist, offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized financial planning and investment management, Edward Jones is dedicated to providing top-notch financial solutions tailored to each client's unique needs. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Brian C Mueller and his team at Edward Jones are committed to helping you secure your financial future.

Jason Brooks Financial Planner - Signature Advisors Group, Ltd is a trusted financial institution located at 855 East Golf Road in Arlington Heights, Illinois, United States. Specializing in personalized financial planning services, Jason Brooks and his team at Signature Advisors Group, Ltd are dedicated to helping clients achieve their financial goals and secure their future. With a focus on building long-term relationships and providing expert advice, this finance institution offers tailored solutions to meet each client's unique needs. Whether you're planning for retirement, saving for education, or investing for the future, Jason Brooks Financial Planner - Signature Advisors Group, Ltd is committed to guiding you towards financial success.

Jake Owens - Thrivent is a finance institution located at 1411 Opus Place, Downers Grove, Illinois, United States. The institution works with affluent individuals, families, and businesses to develop strategies to reach their financial goals. They are licensed in multiple states including GA, HI, IL, IN, MA, MI, MN, MO, OR, TX, WA, and WI. Jake Owens believes in helping clients become good stewards of their finances by providing the right tools and guidance to plan intentionally. With industry expertise and experience, Jake can help clients build a financial roadmap to achieve their financial aspirations in today's ever-changing economy.

Provider Group Wealth Advisors is a leading finance institution located at 555 East Butterfield Road in Lombard, Illinois, United States. Our team of experienced advisors is dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. With a focus on building long-term relationships based on trust and integrity, we provide comprehensive financial planning services tailored to each individual's unique needs. Whether you are planning for retirement, investing for the future, or looking to protect your assets, Provider Group Wealth Advisors is here to help you navigate the complexities of the financial world and secure your financial future.

SAGE Private Wealth Group is a finance institution located at 18W140 Butterfield Road in Oakbrook Terrace, Illinois, United States. This institution is registered as an investment adviser with the SEC and operates in states where it is properly registered or exempt from registration requirements. The registration of SAGE Private Wealth Group with securities regulators does not imply endorsement or a specific level of skill. More information about the institution, including fees, can be found in SAGE's Form ADV, Part 2. Additionally, SAGE Tax Advisory, a full-service certified public accounting firm, offers accounting and tax services. SAGE Private Wealth Group is affiliated with SAGE Tax Advisory, SAGE White Label Services, SAGE Advice Group Enterprise, LLC, and SAGE PWG Foundation.

Edward Jones - Financial Advisor: Xander Horwitz is a trusted financial institution located at 1020 North Milwaukee Avenue in Deerfield, Illinois. As a dedicated financial advisor, Xander Horwitz provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a wide range of financial services including retirement planning, wealth management, and education savings. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Xander Horwitz and the team at Edward Jones are committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Edward Jones - Financial Advisor: Chad M Christell is a reputable finance institution located at 1415 East Palatine Road in Arlington Heights, Illinois, United States. Chad M Christell is a dedicated and experienced financial advisor who is committed to helping clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to invest, Chad M Christell can provide personalized advice and guidance to help you make informed financial decisions. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Chad M Christell is a reliable partner in helping you secure your financial future.

Beyond Financial Advisors is a leading finance and insurance agency located at 2015 Spring Road in Oak Brook, Illinois, United States. Our team of expert advisors goes above and beyond to provide personalized financial planning and insurance solutions to help our clients achieve their goals and secure their financial future. With a focus on transparency, trust, and integrity, we strive to build long-lasting relationships with our clients and guide them towards financial success. Contact us today to learn more about how Beyond Financial Advisors can help you reach your financial goals.

Edward Jones - Financial Advisor: Kevin P Kost is a reputable finance institution located at 340 West Butterfield Road in Elmhurst, Illinois, United States. Kevin P Kost is a dedicated financial advisor who provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Kevin P Kost offers expert guidance and tailored financial solutions to individuals and families. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Edward Jones - Financial Advisor: Kevin P Kost is committed to helping you navigate the complex world of finance with confidence and peace of mind.

David J Lecinski | Wealth Advisor is a leading finance institution located at 261 North York Street in Elmhurst, Illinois, United States. As a trusted wealth advisor, David J Lecinski provides personalized financial planning and investment management services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, David J Lecinski | Wealth Advisor is dedicated to helping individuals and families secure their financial future.

Brandon Burriss - Morgan Stanley Financial Advisor is a trusted financial institution located at 2211 York Road in Oak Brook, Illinois, United States. As a dedicated financial advisor with Morgan Stanley, Brandon Burriss provides expert guidance and personalized strategies to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and investment strategies, Brandon Burriss offers comprehensive financial services to individuals and families seeking to secure their financial future. Trust Brandon Burriss - Morgan Stanley Financial Advisor for professional and reliable financial advice.

Sarah Madison is a finance institution located at 701 Harger Road in Oak Brook, Illinois, United States. For over seven generations, we have worked alongside the Rockefeller family, providing personalized service to families, individuals, institutional investors, and corporations. Our legacy guides us as we continue to innovate and pioneer the future of financial services. We offer independent, strategic advice to private and public companies through a team of senior investment bankers committed to integrity. Our goal is to generate unique insights and outcomes for our clients, delivering the future of financial services based on our historic success.

Oak Brook Financial Group LLC is a finance institution located at 2100 Clearwater Drive in Oak Brook, Illinois, United States. Our team of financial experts is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your wealth, we are here to help. Trust Oak Brook Financial Group LLC to provide you with the guidance and expertise you need to secure your financial future.

Fifth Third Private Bank - Cherie Richter is a reputable finance institution located at 1620 North Milwaukee Avenue in Vernon Hills, Illinois, United States. With a focus on personalized service and tailored financial solutions, this private bank offers a range of services to meet the unique needs of high-net-worth individuals and families. Led by experienced professionals like Cherie Richter, clients can expect expert guidance and support in managing their wealth and achieving their financial goals. Whether it's investment management, estate planning, or wealth transfer strategies, Fifth Third Private Bank is dedicated to providing exceptional service and building long-lasting relationships with their clients.

Eric M Larson is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 15 Spinning Wheel Road in Hinsdale, Illinois, United States. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Eric is dedicated to providing comprehensive and specialized financial services to meet the unique needs of individuals. From asset management to estate planning, retirement planning to investment strategies, Eric is committed to helping clients navigate the complexities of financial planning. With a focus on ethical practices and continuous education, Eric ensures that his clients receive the highest level of expertise and personalized service. Whether you are a retiree, small business owner, high net worth individual, or in need of specialized financial planning for domestic partnerships, Eric M Larson is here to help you achieve your financial goals.

Watershed Private Wealth is a leading finance institution located in Oak Brook, Illinois. Our team of experienced professionals provides personalized wealth management services to individuals and families, helping them navigate the complexities of financial planning and investment management. We are committed to helping our clients achieve their long-term financial goals and secure their financial future. Visit us at 1415 West 22nd Street to learn more about how we can help you build and preserve your wealth.

Deerfield Financial Advisors, located at 1480 Renaissance Drive in Park Ridge, Illinois, offers a unique approach to financial planning called Wealthwhile℠. With over 200 families trusting their services, Deerfield caters to individuals with a net worth ranging from under $1 million to over $50 million. Their team of professionals, including executives, lawyers, physicians, engineers, and business owners, are dedicated to helping clients live their best lives and focus on their passions. The Deerfield Way is a philosophy centered on making a difference in the lives of others, with a commitment to authenticity, humility, encouragement, and proficiency. For personalized financial planning services, visit Deerfield Financial Advisors at their Indianapolis or Park Ridge locations.

The Cohen Investment Group is a leading finance institution located at 2150 East Lake Cook Road in Buffalo Grove, Illinois, United States. With a strong reputation for providing expert financial advice and investment services, the Cohen Investment Group is dedicated to helping clients achieve their financial goals. Their team of experienced professionals offers personalized investment strategies tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, the Cohen Investment Group is committed to delivering exceptional results and superior customer service. Contact them today to learn more about how they can help you secure your financial future.

Christopher M Shriver is a Financial Advisor at Ameriprise Financial Services, LLC, located at 15030 South Ravinia Avenue, Orland Park, Illinois, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment strategies, and more. Christopher is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. His commitment to ethical practices and continuing education ensures that clients receive the highest level of service and expertise in the field of finance.

Epiphany Capital is a prestigious financial institution located at 554 Saddlebrook Lane in Vernon Hills, Illinois, United States. Our team of experienced professionals offers a wide range of financial services to help clients achieve their investment goals. From wealth management to retirement planning, we provide personalized solutions tailored to meet the unique needs of each individual. With a commitment to excellence and a dedication to client satisfaction, Epiphany Capital is the trusted partner you can rely on for all your financial needs. Contact us today to learn more about how we can help you secure your financial future.

Geiger Wealth is a finance institution located in Oak Brook, Illinois, specializing in retirement planning and portfolio management for couples in their late 50's to early 60's. With the changing rules of retirement and increased market volatility, Geiger Wealth helps clients structure and optimize their portfolios to prepare for 20-30 years of retirement. The institution focuses on creating a bulletproof retirement plan that balances growth with risk management, ensuring that clients can retire with confidence and leave a legacy for their loved ones. Geiger Wealth's expert team helps uncover weaknesses in current portfolios and develops strategies to protect and grow assets, while also minimizing taxes and simplifying financial management. With a focus on creating dependable and sustainable income for retirement, Geiger Wealth aims to help clients navigate the challenges of retirement planning and ensure a secure financial future.