Chicago Wealth Management (CWM) is an independent, fee-only registered investment advisor based in Chicago, Illinois. Founded in 2006, the firm manages approximately $259.6 million in assets across five states, serving 275 clients with a client-to-advisor ratio of 1:92. CWM offers a comprehensive suite of services, including cash flow management, tax strategy, employer benefits analysis, education planning, and life insurance evaluation.

The firm emphasizes a multi-generational, credentialed team approach, integrating technology to centralize clients’ financial plans and staying abreast of evolving tax laws and legislation. With a commitment to continued education and client advocacy, CWM provides personalized, objective financial advice tailored to each client’s unique goals and circumstances.