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Our Alliance Partners
Clients of Mappa Wealth Management can be assured that we can help provide solutions for all of their financial needs. One of the ways we do this is by bringing into our financial planning process professionals who can offer our clients legal, tax, mortgage, banking and insurances services. Each of these relationships mirrors our own values of integrity and commitment to provide the highest levels of service.
Michael M. Silbert, Attorney At Law
Michael Silbert has been an attorney for over 40 years, and has had his own practice since 1986. Michael places an emphasis on estate planning, Real Estate and corporate law. His clients can depend on his experience and knowledge to provide them with advice appropriate to their situation.
Jessica Reed, CPA
Jessica Reed earned her MS in Accounting in 2006 from the University of Illinois-Chicago and her CPA in 2008. Reed Accounting offer personal and corporate tax and accounting services, to individuals and small business owners.
Kevin Smith, Owner, Ins-All, Inc.
Kevin founded his own independent insurance agency, Ins-All, Inc. to provide clients with the best insurance planning for their very personal and particular situations. His agency provides a diverse range of insurance products including, Life, Health and Property & Casualty.
Christin Luckman, Senior VP of Mortgage Lending, Guaranteed Rate
Christin Luckman is a Senior VP of Mortgage Lending at Guaranteed Rate with 13 years of lending experience.

QUORUM Federal Credit Union

Quorum has provided our clients with the excellent service we expect for our clients in the areas of mortgages, credit products and general banking needs. Established in 1934, Quorum is a full-service financial institution with more than 50,000 members nationwide.

Some of Quorum’s products and services:
* QChoice Checking: Enjoy monthly dividends, free checks, ATM fee reimbursements (up to $15 per month), access to over 80,000 fee-free ATMs nationwide, mobile deposits
* First and Second Mortgages: Market-leading fixed and adjustable rates, free first mortgage pre-qualifi- cation, free consultations with mortgage experts
* MasterCard Credit Cards: Rewards-rich cards with low rates, no annual fee, unlimited points that never expire, easy redemption.

All listed entities are not affiliated with Woodbury Financial Services, Inc.

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


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


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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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