A complete list of active advisors currently associated with Chicago Wealth Management, Inc.

Warmer can help you find a great advisor at Chicago Wealth Management, Inc. or one who fits your needs even better.

Chicago Wealth Management provides investment management and financial planning primarily to high‑net‑worth and high‑income individuals, as well as non‑profit and institutional clients. The firm offers discretionary and non‑discretionary portfolio management, comprehensive financial planning, and retirement plan consulting, including serving as a 3(38) investment manager for qualified plans. CWM employs a tactical investment approach that seeks to maximize absolute long‑term return while seeking to limit large portfolio losses, using allocations across equities, ETFs, mutual funds, fixed income, and options as appropriate, with ongoing monitoring and model‑driven rebalancing. The firm also uses third‑party platforms (Advyzon and Pontera) to aggregate and manage held‑away accounts and has an AI policy governing limited use of AI tools to support analysis and reporting. Noteworthy for a team of its size, CWM operates from five offices, a less common footprint among peer firms. The firm also permits borrowing against client assets (margin and pledged‑asset loans) in separately managed accounts and discloses that margined values are included in fee calculations and that it generally does not recommend borrowing for investment purposes, a potential conflict it documents and manages.

To learn more about the advisors currently working at Chicago Wealth Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.