Northfield, IL Office

Team
Updated today

Client AUM

$5,163,585,909

Clients

7,321

Advisors

3

Of 170 advisors across 104 offices

Location

1 Northfield Plaza, Suite 521

Northfield IL 60093

Advisors at this office

3

Advisors at this office

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Michael G

CFP®, Series 66

Northfield, IL

Belpointe Asset Management LLC

Michael Goldenberg is a CFP® with 20 years of industry experience, currently serving at Belpointe Asset Management LLC since 2025. His prior roles include positions at Cetera and MB Financial. Outside of his advisory work, he is a board member of the Jewish United Foundation and an author. Belpointe Asset Management serves a diverse client base, including individual investors, retirement plans, and corporations, offering discretionary investment management, financial planning, and retirement consulting. The firm uses a variety of investment strategies tailored to client objectives and supports a range of affiliated businesses and product sponsorships alongside its advisory services.

College savings (529s, UTMA, etc.) General retirement planning Income planning Tax-loss harvesting Active portfolio management Executive Founder/Business Owner
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Matthew B

CFP®, Series 66

Northfield, IL

Belpointe Asset Management LLC

Matthew Butler is a CFP® with six years of industry experience, currently serving as a financial advisor at Belpointe Asset Management LLC since 2025. He previously worked at AFIN Family Wealth Management and Cetera Investment Services. Outside of advising, Butler is a founding member of BNI Chicago, a networking organization. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm provides discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and a range of affiliated services.

College savings (529s, UTMA, etc.) General retirement planning Income planning Tax-loss harvesting Active portfolio management Executive Founder/Business Owner
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Jon J

Series 66

Northfield, IL

Belpointe Asset Management LLC

Jon Jakobsen is a financial advisor at Belpointe Asset Management LLC with three years of industry experience. He holds a Series 66 designation and has worked at Cetera and AFIN Family Wealth Management. Jakobsen is also an access person for the PL Growth and Income ETF through Collaborative Funds Services LLC. Belpointe Asset Management serves a diverse client base, including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios with a range of passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

College savings (529s, UTMA, etc.) General retirement planning Income planning Tax-loss harvesting Active portfolio management Executive Founder/Business Owner
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