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Glen Ellyn, IL Office

Team
Updated today

Location

460 N. Main Street, Suite 304

Glen Ellyn IL 60137

Advisors at this office

2

Advisors at this office

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Jeremiah B

CFP®, Series 63, Series 66

Glen Ellyn, IL

Laureate Wealth Management, LLC

Jeremiah Boynton is a CFP®-designated financial advisor with 23 years of industry experience, currently serving at Laureate Wealth Management, LLC since 2014. He holds securities licenses Series 63 and Series 66. Outside of his advisory role, Mr. Boynton is the majority owner of Laureate Capital Management, LLC and Laureate Capital Real Estate Investments, LLC, which manage various private equity, hedge fund, and real estate projects. He also serves on the Board of Directors for Still Austin, a bourbon distillery in Austin, Texas. Laureate Wealth Management provides investment advisory, portfolio management, financial planning, estate planning, and family office coordination for individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and other entities. The firm employs a strategic asset allocation process that includes individual securities, mutual funds, ETFs, separate account managers, and alternative investments, and is notable for its involvement with pooled investment vehicles and affiliated fund activities.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement income strategy Family Business Executive Founder/Business Owner
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Lindsey F

CFP®, Series 65

Glen Ellyn, IL

Laureate Wealth Management, LLC

Lindsey Feyereisen is a CFP® and holds a Series 65 license, with nine years of industry experience. She has been with Laureate Wealth Management, LLC since 2014. Laureate Wealth Management provides investment advisory, financial planning, estate planning, and family office coordination services to individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and other entities. The firm uses a strategic asset allocation process that includes various investment vehicles and manages both discretionary and non-discretionary accounts, with notable involvement in pooled investment vehicles and affiliated fund activities.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement income strategy Family Business Executive Founder/Business Owner
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