Wealth Management

Our Wealth Management Services

Many successful people feel uncertain about the future in terms of financial freedom, whether how to unwind from a life-long business or how to plan for their future. Mowery & Schoenfeld Wealth Management, a registered investment advisory firm in Chicagoland, offers a wide range of wealth management services to help high-net-worth individuals achieve their overall goals.

Build a Financially Secure Future

Mowery & Schoenfeld Wealth Management helps you build a bridge to financial freedom. Our experienced investment advisors and business and tax consultants use a personalized, holistic, and forward-looking approach — a path to investing and planning that gives you the best chance to reach your goals.

The end products of our wealth management services are the development of a personal plan that articulates your goals, and the implementation of broadly diversified, evidence-based portfolio  to achieve them. We help you implement the plan, monitor your progress, and adjust as necessary.

Fee-only Advisory Model

Our independent, fee-only advisory model provides impartial, personalized advice to our high-net-worth clients across the United States. We help clients preserve and grow their assets so they can enjoy the secure future they want with the peace of mind they deserve. Contact us today to learn how we can help you.