Financial Advisor in Chicago, Illinois
Financial decisions rarely happen in isolation. Retirement, taxes, investments, equity compensation, business ownership, and major life transitions often influence one another in ways that aren’t always obvious.
At Illuminate Wealth Management, we help individuals, families, and business owners throughout Chicago and the surrounding communities navigate those decisions with greater clarity, confidence, and perspective.
Serving Clients Throughout Chicago
Many of our clients live and work throughout Chicago and the surrounding suburban communities. Some are preparing for retirement. Others are navigating business ownership, managing workplace equity compensation, or evaluating opportunities that could have long-term financial implications.
While our headquarters remain in Barrington, we regularly work with clients throughout the Chicago area through both in-person and virtual meetings.
203 North LaSalle Street, Ste 2100
Chicago, IL 60601
(847) 595-1315
How We
Help
The goal isn’t to predict the future. It’s to be prepared for it.
Wealth Management
Comprehensive financial planning and investment management designed around your goals, priorities, and long-term vision.
Tax-Aware Financial Planning
Understanding how taxes may influence retirement, investments, charitable giving, and long-term financial outcomes.
Investment Strategy
Align investments with retirement income needs, risk tolerance, and long-term goals.
Equity Compensation
Guidance around stock options, RSUs, ESPPs, concentrated stock positions, and related planning opportunities.
Business Owner Planning
Helping business owners coordinate personal and business financial decisions.
Retirement Planning
Helping clients evaluate retirement timing, income strategies, Social Security decisions, and what comes next.
Meet The People Behind the Planning
Financial planning is personal. The people behind it should be too.
Behind every recommendation is a team committed to listening first, understanding what matters most, and asking the questions that lead to better decisions. We combine experience, thoughtful analysis, and a relationship-first approach to help clients navigate an increasingly complex financial world.
Let's Talk About What's Next.
Whether you’re preparing for retirement, evaluating an opportunity, navigating a business transition, or simply looking for a second opinion, we’d be happy to learn more about your situation and what brought you here.