Check the background of this financial professional on FINRA's BrokerCheck.

Why Choose Mappa Wealth Management?
We know that talking about financial matters can often be difficult. You want to be sure you make the right decision in choosing a partner to help you meet your financial objectives. In a wide world of financial firms, Mappa Wealth Management, with over seventy years of combined advisory experience, stands out for these very important reasons:

Respect for Your Values and Your Vision

This is your financial life, so before moving forward with any financial plan, we listen carefully to your values and your vision for the future and for your legacy. Our whole goal is to help you define and refine your vision, honor your decisions and help you achieve those goals.

Our Firm is Bound to the Highest Fiduciary Standards
As a Personal Financial Advisor and Financial Fiduciary, we are bound by law to work in the best interests of our clients. That means we put your interest ahead of the firm’s. It is the highest ethical standard under the law and we are proud to act as a Financial Fiduciary for our clients. We take our stewardship of your finances as seriously as we take our own.

Client Centered Service
We are a client centered financial advisory firm. Service that is timely and reliable is the key to building client confidence. Whether it is the simple act of returning phone calls promptly or spending the time to develop a sophisticated financial strategy, we treat you the way we wish to be treated, with respect and professionalism. Our commitment to offering the best is also found in our support staff who are dedicated, not only to exceptional “raving fan” service, but also to maintaining high professional standards. We invest in long-term relationships with our clients; that means we are there for you every step of your financial journey.

Privately Owned, We Offer Comprehensive, Personalized Advice Based On Your Individual Situation
Financial advice is easy to come by, but finding appropriate, personalized financial advice is more difficult. As a privately owned and independent firm, Mappa Wealth Management is free to look at a wide range of financial products, tools and resources to provide you with the appropriate solutions for your situation. As an independent firm, we have no pressure to use products or tools that may not be appropriate for the client. We believe that our independence can mean a world of difference when planning for your future.

A Strong Professional Network to Support Your Goals
Mappa Wealth Management has developed strong relationships with other professionals (Attorney’s, CPA’s, Insurance Professionals, Credit Unions and Mortgage Brokers) who can become a part of our team to work for your benefit if needed. Each of these relationships mirrors our own values of integrity and commitment to provide the highest levels of service. Of course, we are always happy to work with your existing team to coordinate and implement your financial strategy.

Highly Personal Service with Strong National Resources
Because we are independent and local does not mean we are small. We are a member of a national network of premier independent firms across the nation whose expertise in financial planning can be called upon on your behalf. That means we offer you the highly personal service you deserve plus the national resources you expect. We also are able to provide clients with a broad range of financial tools, products and resources to help you reach your goals. Trust, integrity and a commitment to the client is what makes Mappa Wealth Management special.
 
Contact Us
Phone: 847-262-3030
Fax: 847-262-3034  
E-mail: info@mappawm.com

Locations:

2700 Patriot Blvd
Suite 250,
Glenview, IL 60026

401 N. Michigan Ave
 Suite 1200,
Chicago, IL 60611

201 W. Springfield Ave
Suite 903,
Champaign, IL 61820


We Offer You
  • Retirement Planning
  • Comprehensive Financial Planning
  • Investment Management
  • Estate Planning
  • Insurance Planning
  • Tax Planning
  • Wealth Management
  • Business Succession Planning
MWM Brochure
MWM Newsletter


Upcoming Events


 
 
 

Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC and Registered Investment Advisor. Insurance services offered through Mappa Wealth Management, which is not affiliated with Woodbury Financial Services, Inc.

NOT NCUSIF INSURED • MAY LOSE VALUE • NOT A DEPOSIT • NO CREDIT UNION OR FEDERAL GOVERNMENT AGENCY GUARANTEES

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

*Neither Woodbury Financial Services, Inc. nor its representatives or employees provide legal or tax advice.



This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CT, FL, GA, IL, IN, IA, KS, MI, MN, MO, NV, NJ, NY, NC, OH, PA, SC, TN, TX, VT, VA, WA and WI. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.