Why ProjectWealth?
At ProjectWealth, we know that financial planning is only part of the equation. Our proprietary ProjectWealth Cycle™ ensures a comprehensive approach in all facets of your financial life.
As an independent, family-owned wealth management firm based in Chicago, with no ties to any proprietary products or companies, we are only aligned with you.
What we believe.
We believe in listening more, talking less.
Our goal is to help you achieve your goals, so that means we’ll ask a lot of questions and carefully listen to your answers.
We are tailored to you.
Automation is popular in financial planning, but a one-size-fits-all computer model can leave you at risk with too many assumptions. Instead, everything we do is customized to your specific needs.
We pay attention to your total financial life.
This isn’t just about your investments; we’ll help you plan all aspects of your financial life.
We emphasize tax planning.
Saving through taxes is a fundamental way to turbocharge your plans, so we’ll work closely with your tax professional to find opportunities for savings.
What to expect.
We manage.
Your investments should be managed by someone you have direct communication with.
We are responsive.
Your peace of mind matters, so we'll promptly return your calls and emails.
We believe in full transparency.
We offer a simple fee structure, so you always understand what you’re paying for. There are no hidden fees or expenses.
We give unlimited support.
We want you to achieve your goals, so we’re always available to help you make the best financial decisions.
We put you first.
Our role is to act as your fiduciary and always put your interests first.
We prioritize.
By prioritizing smart tax strategies, we can help you reach your financial goals on schedule or sooner.
We make smart decisions...together.
Smart decisions can outweigh investment returns when calculating the probability of success in your financial life.
We provide customized investment portfolios.
Many firms outsource the management of your investments; with us, your portfolio is customized to your needs.
We can help.
If you have a very specialized need, we will help you find a specialist to address your challenge.