Wealth Management in Lake County, IL

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List of Firms

Lake County, IL Wealth Management Firms

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enCompass Wealth Management, LLC
Location 1860 W Winchester Rd Suite 203, Libertyville, IL 60048, USA
Phone (847) 247-0064
Language http://encompassyourwealth.com/
Directions
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ISTO Advisors, LLC
SEC File# 801-108409
CRD# 284560
5 out of 5
Location 580 N Western Ave #2, Lake Forest, IL 60045, USA
Phone (847) 582-9190
Language http://www.istoadvisors.com/
Directions
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Morgan Stanley Financial Advisors
Location 207 E Westminster Ste 300, Lake Forest, IL 60045, USA
Phone (847) 604-7300
Language http://www.morganstanley.com/?CID=localsearch_440_dirgmb_website&y_source=1_MjM2MTg0OS03MTUtbG9jYXRpb24uZ29vZ2xlX3dlYnNpdGVfb3ZlcnJpZGU%3D
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RMB Capital
SEC File# 801-63939
CRD# 134249
Location 550 Oakwood Ave, Lake Forest, IL 60045, USA
Phone (847) 295-9222
Language http://www.rmbcap.com/
Directions
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Wintrust Wealth Management
Location 727 N Bank Ln, Lake Forest, IL 60045, USA
Phone (847) 615-4070
Language http://www.wintrustwealth.com/
Directions
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Aberdeen Wealth Management LLC
SEC File# 801-57736
CRD# 108525
Location 515 Glen Ave, Lake Bluff, IL 60044, USA
Phone (847) 295-5199
Directions
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Robert Foltz - RBC Wealth Management Financial Advisor
Location 950 N Western Ave Suite 200, Lake Forest, IL 60045, USA
Phone (847) 857-8623
Language https://us.rbcwealthmanagement.com/robert.foltz?utm_source=GMB&utm_medium=Yext
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Regatta Wealth Management, LLC
Location 10 E Scranton Ave #301b, Lake Bluff, IL 60044, USA
Phone (847) 604-4940
Language http://www.regattawm.com/
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Advantage Wealth Advisors
Location 765 Ela Rd Ste 107, Lake Zurich, IL 60047, USA
Phone (847) 786-5170
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PMG Wealth Management
SEC File# 801-122740
CRD# 285899
5 out of 5
Location 60 Landover Pkwy Suite D, Hawthorn Woods, IL 60047, USA
Phone (847) 550-6100
Language http://pmgwealth.com/
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
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RBC Wealth Management Branch - North Shore
Location 2150 E Lake Cook Rd Suite 405, Buffalo Grove, IL 60089, USA
Phone (847) 215-5300
Language https://us.rbcwealthmanagement.com/northshore?utm_source=GMB&utm_medium=Yext
Directions
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Raymond James & Associates
SEC File# 801-10418
CRD# 705
Location 222 E Wisconsin Ave #100, Lake Forest, IL 60045, USA
Phone (847) 234-5632
Language http://www.rjachicagoland.com/
Directions
Wealth Management in Lake County, IL

Where Wealth Management Advisors in Lake County, IL Serve

Lake County, IL is a vibrant and diverse region of the Chicagoland area, boasting a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the picturesque shores of Lake Michigan to the bustling streets of Waukegan, this county has something for everyone. One of the most iconic landmarks in Lake County is the Baha'i House of Worship in Wilmette, a stunning white-domed structure that serves as a gathering place for people of all faiths. Other notable landmarks include the Genesee Theatre in Waukegan, which hosts a variety of concerts and shows throughout the year, and the Ravinia Festival in Highland Park, a world-renowned outdoor music venue. Lake County is also home to many top employers, including Abbott Laboratories in North Chicago, which produces a wide range of pharmaceuticals and medical devices, and the Great Lakes Naval Station in Great Lakes, which is the largest military installation in Illinois.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Lake County, IL would greatly benefit from the services offered by a bank. One specific example is the ability to easily access loans for home improvement projects, which are particularly important in a county with a high number of older homes. Additionally, banks can provide financial education and resources to help residents manage their finances and plan for the future. With the complexity of the economy and the various financial challenges that individuals face, having a bank to turn to for guidance and support can make a significant difference in the lives of Lake County residents. Furthermore, banks can offer a range of services such as savings accounts, credit cards, and investment opportunities that can help residents build wealth and achieve their financial goals. Overall, a bank can provide the necessary resources and expertise to help residents of Lake County navigate the complexities of modern finance and improve their financial well-being.

Insurance Broker

Residents of Lake County, IL can greatly benefit from the services of an insurance broker. With a population of over 700,000 people, Lake County is one of the most populous counties in Illinois. Due to its proximity to Chicago, it is also one of the most expensive areas to live in the state. An insurance broker can help residents navigate the complex world of insurance policies and find the best coverage for their needs. Whether it's finding affordable health insurance or protecting their homes and businesses from natural disasters, an insurance broker can provide invaluable assistance. With their knowledge of the insurance industry and the specific needs of Lake County residents, insurance brokers can help ensure that individuals and families are protected in the event of unforeseen circumstances.

Retirement Planning

Residents of Lake County, IL can benefit greatly from the services of a retirement planner. With the county's population on the rise, many individuals are looking for ways to secure their financial future. A retirement planner can help them navigate the complexities of retirement planning, including investment strategies, tax planning, and estate planning. Additionally, Lake County is known for its high cost of living, which can make it difficult for retirees to make ends meet. A retirement planner can help residents develop a personalized plan that takes into account their unique financial circumstances and goals, and can help them make the most of their retirement savings. Whether it's planning for healthcare costs or creating a legacy for their loved ones, a retirement planner can help Lake County residents achieve financial security and peace of mind in their golden years.

Financial Advisor

Residents of Lake County, IL can benefit from the expertise of a financial advisor in various ways. For instance, with the county being home to several affluent communities such as Lake Forest, Highland Park, and Deerfield, a financial advisor can help residents navigate the complexities of managing their wealth. They can provide guidance on investment strategies, tax planning, and estate planning to help clients maximize their wealth and minimize tax liabilities. Additionally, with Lake County's diverse population, a financial advisor can assist individuals from different backgrounds in achieving their financial goals through customized financial plans that cater to their unique needs. Furthermore, a financial advisor can offer valuable insights on the local economy and investment opportunities in the region, such as the growth potential of the healthcare and technology sectors in Lake County. Overall, a financial advisor can provide invaluable assistance to Lake County residents in achieving financial security and prosperity.

Mortgage Loan Officer

Residents of Lake County, IL can benefit from the services of a mortgage loan officer in various ways. For instance, Lake County is known for its high property values, and a mortgage loan officer can help residents navigate the complex process of securing a mortgage loan. With their knowledge of the local housing market, a mortgage loan officer can provide tailored advice to residents looking to purchase a home or refinance an existing mortgage. Furthermore, Lake County is home to many first-time homebuyers, and a mortgage loan officer can help guide them through the process, explaining the various options available to them. Additionally, with the current low-interest rates, a mortgage loan officer can help residents take advantage of the market and secure a favorable loan. Overall, a mortgage loan officer can provide invaluable assistance to residents of Lake County, IL looking to make one of the biggest financial decisions of their lives.

Tax Services

Lake County, IL residents can benefit from the expertise of a tax advisor in a multitude of ways. With the county's diverse population and thriving business sector, a tax advisor can assist individuals and businesses in navigating the complex tax laws and regulations unique to Lake County. For instance, Lake County has a higher median household income than the national average, which can lead to more complex tax situations. Additionally, the county's proximity to Chicago and its bustling economy can create even more intricate tax scenarios. A tax advisor can provide guidance on tax planning, preparation, and filing, as well as offer advice on minimizing tax liabilities and maximizing deductions. Furthermore, with the recent changes to the tax code, a tax advisor can help Lake County residents stay up-to-date on the latest tax laws and how they may affect their finances. Overall, a tax advisor can be an invaluable resource for Lake County residents seeking to navigate the complex world of taxes.

Estate Planning Lawyer

Residents of Lake County, IL can benefit from the expertise of an estate planning lawyer in a variety of ways. One specific aspect unique to Lake County, IL is the high property taxes that residents face. An estate planning lawyer can help residents navigate the complexities of estate planning with a focus on minimizing tax liabilities. They can assist in setting up trusts, gifting strategies, and other legal tools to help reduce the tax burden on heirs. Additionally, an estate planning lawyer can help residents ensure that their assets are distributed according to their wishes, protect their assets from creditors, and provide for loved ones who may have special needs. Overall, an estate planning lawyer can provide peace of mind and security for residents of Lake County, IL.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Lake County, IL can provide a wide range of wealth management services to high net worth individuals and families. These services may include investment management, financial planning, estate planning, tax planning, risk management, and more. With the county's diverse economy and affluent population, a wealth manager can help clients navigate complex financial situations and achieve their financial goals. For example, Lake County, IL is home to many successful business owners and executives who may require specialized wealth management services, such as business succession planning or executive compensation planning. Additionally, Lake County's proximity to Chicago and other major metropolitan areas may require a wealth manager to have a deep understanding of local tax laws and regulations, as well as a network of trusted professionals to help clients navigate complex financial situations. Overall, a wealth manager in Lake County, IL can provide comprehensive and personalized wealth management services to help clients achieve financial success and security.

Lake County, IL is undoubtedly the best place to find a wealth manager owing to its thriving financial sector and unparalleled commitment to client satisfaction. With a plethora of financial institutions and advisory firms, the county offers a diverse range of wealth management services to cater to the unique needs of its clients. What sets Lake County apart is its unwavering focus on providing personalized solutions to its clients, taking into account their financial goals, risk tolerance, and investment preferences. Moreover, the wealth managers in Lake County possess a wealth of knowledge and expertise in various financial disciplines, including tax planning, retirement planning, and estate planning, to name a few. This ensures that clients receive comprehensive and holistic advice that is tailored to their specific needs, rather than a one-size-fits-all approach. In summary, Lake County, IL is the ultimate destination for those seeking a wealth manager who can provide top-notch financial advice and personalized service.