About

A practice built around the people, not the product.

ProjectWealth™ Advisors is an independent fiduciary practice based in Deerfield, Illinois, serving families and business owners across the Chicago area and beyond.

Our story

A practice built around relationships and precision.

The most useful work in financial advice rarely begins with a product or a portfolio. It begins with a question — what are you actually trying to build, protect, or pass on? — and the patience to listen to the real answer.

ProjectWealth™ Advisors was built around that idea. Our practice exists to do planning the way it should be done: integrated across investments, taxes, retirement income, and estate strategy, and grounded in long-term relationships rather than transactions.

We work with a deliberately limited number of households so that every client gets the depth of attention their situation deserves. The output of our work isn’t a glossy report — it’s decisions made with confidence at the moments that matter most.

The team

Meet our team.

A few of the people you’ll work with most directly — supported by an extended team of specialists who help us deliver across every chapter of your financial life.

“The most rewarding part of my work is helping people define their goals and then structure a plan to make it happen.”

Ronald Zweig, CPA

Founder

Ron founded ProjectWealth™ on a simple conviction: clients are best served when planning and tax expertise sit at the same table. Across four decades in financial services, he has built that integrated model into how the practice works every day. In addition to founding ProjectWealth™, Ron is the Wealth Practice Management Partner at Warady & Davis LLP.

An LPL Registered Investment Advisor and CPA, Ron also served as City Treasurer of Highland Park, Illinois for eight years and on its Police and Fire Pension Fund boards.

“My goal is to help you create a roadmap to your ideal future — then make sure you stay on it.”

Doug Zweig, CFP®, CIMA®, ChFC®

Principal

Doug leads the practice’s planning work, translating complex financial questions into decisions clients can act on with confidence. His specialty is the integration points other advisors miss — where investment decisions meet tax strategy, retirement income, and estate planning.

He holds the CFP®, CIMA® (earned at The Wharton School), and ChFC® designations, and has delivered hundreds of keynote presentations to advisors, business owners, and professional service firms across the Chicago area.

“The best part of my job is seeing clients leave our office feeling confident and optimistic.”

Melissa Charbonneau

Operations Director

Melissa makes sure every client experience runs smoothly — from onboarding through the day-to-day questions that matter most. She brings over twenty years of experience across the Chicago trading floor and brokerage operations.

Today, she works closely with the advisors to ensure each client receives the highest standard of communication and service.

Our independence

Why independent matters.

ProjectWealth™ Advisors is independently owned. Our affiliation with LPL Financial — one of the largest independent broker-dealers in the country — provides our clients with institutional research, technology, custodial infrastructure, and compliance oversight, while leaving the advice itself fully in our hands.

We are independent fiduciaries. We don’t have to follow a corporate playbook — the recommendations you receive are the ones we believe are right for you.

If you have a CPA you trust, we work alongside them — sharing context and aligning planning with tax strategy. For clients without an established CPA, we have a long-standing partnership with a respected accounting firm and are happy to make introductions. Either way, our goal is the same: planning and tax decisions made in concert, not in isolation.