Wealth Management

Trusted Advisors for Financial Freedom

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, a premier wealth management 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 helps you build a bridge to financial freedom. We review, coordinate and rationalize the interrelationship between your business and your personal financial matters. Our experienced business advisors and financial consultants use a personalized, holistic and forward-looking approach — a path to investing that gives you the best chance to reach your goals.

The end products of our wealth management services are the development of a personal financial plan that defines your goals, and the strategies for achieving them. We help you implement the plan, monitor your progress and adjust as necessary.

Complete, Comprehensive Wealth Management Services

We work closely with you to create a single, cohesive plan that includes every factor of your financial situation. Mowery & Schoenfeld utilizes a comprehensive series of meetings to help you coordinate your financial life:

  • Discovery meeting in which we profile each new client, including cash flow, net worth and long-term goals as well as investment and risk tolerance
  • Investment planning meeting for presenting an investment plan based on your unique circumstances
  • Mutual commitment meeting for confirming your goals before plan implementation
  • 45-day follow-up meeting to ensure that you’re on your way to better financial health
  • Financial checkups to review your total wealth and evaluate your changing goals and needs  

Mowery & Schoenfeld Wealth Management

Our independent, fee-only advisor 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.

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