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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


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. (WFS), member FINRA/SIPC.  WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.  WFS does not provide tax or legal advice.

WFS Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states (registrations vary by individual representative):  AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, LA, MI, MN, MO, NC, NJ, NV, NY, OH, PA, SC, TN, TX, VA, VT, WA and WI.

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


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