Who we are.
Meet your team of advisors.
"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
Ronald Zweig is a LPL Registered Investment Advisor and Founder of ProjectWealth, Ron brings 40 years of experience with tax and financial services providing insight for clients to help them meet or exceed their goals. He is a registered investment advisor affiliated with Securities America Advisors, Inc., one of the largest and most respected independent broker dealers in the country. In addition, Ron is a CPA and Partner with Warady & Davis LLP, and formerly a principal of Rosenfeld Zweig & Donenberg Ltd. He has extended his expertise to community service as the City Treasurer of Highland Park, Illinois for a term of eight years and as a member of the Business and Economics Development Commission of Highland Park, Illinois. Ron also served on both the Highland Park Police Pension Fund and the Highland Park Fire Pension Fund. He brought to Highland Park a source of knowledge regarding local business development and investment advisory expertise.
"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 Zweig is a LPL Investment Advisor Representative and a Principal of ProjectWealth. He is a CERTIFIED FINANCIAL PLANNER® (CFP®), and attended The Wharton School for Executive Education to earn his Certified Investment Management Analyst designation (CIMA®). He also has earned his Chartered Financial Consultant Designation (ChFC®) and holds a Series 7 general securities license. In Doug’s previous role as Regional Vice President for one of the largest financial institutions, he worked with many of the leading investment advisors and financial planners in the Chicagoland area. In addition to one-on-one consultations with investment advisors, financial planners, and individual clients, Doug has delivered hundreds of keynote presentations to advisors, their clients, business owners, and many professional service firms. As a person who loves education and math, he originally got into financial services because he was passionate about simplifying the world of finance. He enjoys the challenge of distilling abstract topics into simple, plain language that anyone can easily understand. Today, Doug uses his specialized knowledge to help clients overcome challenges and set themselves up for a better future.
"The best part of my job is seeing clients leave our office feeling confident and optimistic."
Melissa Charbonneau
Operations Director
Melissa Charbonneau is a customer relations specialist. At ProjectWealth, she helps clients get the information they need to stay on track to achieve their goals. With over twenty years of financial and investment experience, Melissa previously worked on the trading floor in Chicago, which gave her considerable insight into the inner workings of the financial markets. She’s also worked in brokerage operations, helping ensure compliance with all administrative regulations were followed. Melissa is passionate about helping people use financial knowledge to better their lives, which she now gets to do every day. Today, you’ll find Melissa working closely with advisors to ensure each client receives the highest standard of communication and service.
*LPL Financial and its representatives do no provide tax advice.