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Financial Independence

A CHANGING FINANCIAL LANDSCAPE

The financial landscape is changing and now, more than ever, we believe independence should be first on anyone’s list when looking to establish a relationship with a financial professional.

Why We Are an Independent Firm 
Mappa Wealth Management is owned by the principals of the firm. We are not employees of a large, “brand name” firm. We are under no obligation to represent or use specific financial products or instruments produced by any firm. We can provide financial tools to our clients from a broad array of national resources. That means we offer advice, based on your needs, with no inherent conflicts of interest. Advisors who are employed by some of the larger firms may be required to recommend products produced by their firm which may not always be the best fit for their clients. 

Rigorous Due Diligence and Research
All of the financial resources, products and tools we present to clients are thoroughly researched by us and approved by the compliance department of our broker/dealer. In addition, we make sure our clients are completely educated and understand any recommendations we may make. Our clients make informed decisions about their money.

A Comprehensive Relationship and Structured Strategy
We believe we should be relationship oriented with it clients and not transaction driven. We take the time to understand not just your financial situation but also your values and vision for your future. Once we understand who you are and what your goals are, we look at your whole financial picture to see what we need to do to reach those goals. Only then will we make recommendations on investments, insurance planning, tax and estate planning. We make sure all pieces of your financial strategy are integrated together and aligned with your objectives.

In Good Times and Not So Good Times
Life is not static and the single most important thing an independent financial firm does is to communicate constantly with you. Not just when things are good, but especially when things are not so good. We don’t disappear when things get tough.

A Wealth of Independent Relationships
  • Develop state-of-the-art technology for better account service
  • Provide independent research and due diligence
  • Offer education on appropriate practices and strategies for clients
  • Provide access to other professionals
Independent Financial Checklist
  • Free to choose from a broad spectrum of tools, resources and products
  • No proprietary products
  • Offers comprehensive advice not just product specific solutions
  • Recommends an integrated, structured financial strategy
  • Consistent monitoring of your strategy and your goals to make sure they remain aligned
  • Continuous communication to keep you informed
  • Relationship focused
  • Independent product research
  • Access to professionals across a wide range of financial areas
  • A firm whose goals are aligned with yours

If you are not already our client, now is the time to think about what you really need from your financial professional.

 
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.
 


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