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Welcome to Wisdom Investments

Long after you retire, what are the events you’ll look back on and cherish most? Helping your child go to College, your grandchild’s wedding, your first overseas vacation after retirement? We want to be the silent partner who helps you plan for these precious moments.

MISSION

To help individuals and businesses attain freedom, independence & security by utilizing independent advice, technologically advanced systems, and academically based research to accomplish your goals while adhering to your values.

VISION

To be the most trusted Financial Firm in the Chicagoland area with a track record of helping clients attain their goals and maintain peace of mind.

PROMISE

We promise to fully disclose all fees and costs associated with your financial planning experience. We hold ourselves to the public as Fiduciaries and commit to providing advice with your best interests in mind.

Services

Financial Planning

Financial Planning

We take a holistic approach to financial planning. We believe that every financial plan should consist of a full review of your entire financial picture.

Investment Advice

Investment Advice

As Independent Fiduciary Investment Advisors, we are not limited to proprietary products. We seek to provide Investment solutions with your best interests in mind.

Tax & Estate Planning

Tax & Estate Planning

A means by which governments finance their expenditure by imposing charges on citizens and corporate entities.

Risk Management

Risk Management

Risk management is the process of identification, analysis and acceptance or mitigation of uncertainty of potentially catastrophic events.

FUN FACTS

One dollar in the 1950’s would be the equivalent of $8.50 today

0

Clients

0

Awards

0

Coffees

0

Events

1950's

1980's

2010's

$0.50

$3.50

$8.00

Movie Ticket

$0.16

$0.51

$2.50

Bread

$16,000

$100,000

$250,000

Home

$1,800

$6,000

$20,000

Cars

Smart ideas for smart people

What does it means to be a SmartVestor Pro, click here to learn more.

When it comes to money, Wisdom Investments has a few commandments we believe.

We Believe

Thou shalt avoid debt like the plague

Thou shalt not compete with the Jones’

Thou shalt not orient thy whole life around money

Let`s start planning your financial future today

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