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Our Services
Your Personal CFO

Written financial plan
Two formal meetings per year
Complete financial assessment
Prioritize and set financial goals
Assistance with CPAs & Attorneys
Referrals to CPAs & Attorneys
Cash flow, debt, & budgeting


Helping You and Your Family
  
Multi-generational planning
Insurance audit review
Trust services
Client educational events and seminars
Mappa Wealth Management – Family office practice

Investment Management

Regular investment reviews
Consolidate and simplify accounts
Riskalyze: Our portfolio risk manager
Retire up: Our retirement paycheck risk assessment
Web based consolidated reports for all accounts


Helping You and Your Family

  
Retirement income planning
Estate and charitable planning
Long term care planning
Maximizing social security
Insurance planning
College planning

Safeguarding & Due Diligence
Regulated by both SEC & FINRA

3rd party compliance & oversight
3rd party investment managers
3rd party investment custodians
Ongoing manager due diligence
Insurance company due diligence
Disaster protection plan in place
Impartial investment research

 
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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