A complete list of active advisors currently associated with Mindful Wealth LLC
Warmer can help you find a great advisor at Mindful Wealth LLC or one who fits your needs even better.
Mindful Wealth LLC provides comprehensive investment advice and financial planning primarily for high- and ultra-high-net-worth individuals and families, business owners, certain ERISA plans, and private foundations. Services include discretionary portfolio management, retirement and estate planning, charitable giving strategies, insurance analysis, and other wealth-accumulation and preservation consulting. The firm’s process focuses on developing a personalized investment plan based on clients’ goals and current financial profiles, with recommended asset allocation and manager selection using exchange-listed securities, mutual funds, and alternative solutions. Portfolios are implemented through a single custodian relationship and managed on a discretionary, tax-aware basis with regular monitoring and periodic client reviews. Distinctive features include a fee-only, percentage-of-assets business model with no third-party compensation and an explicit practice of not serving non‑high‑net‑worth individual clients, concentrating instead on high/ultra‑HNW and institutional-type relationships. The firm emphasizes experienced wealth-management leadership supported by an independent compliance consultant, offers guidance on non-marketable assets such as real estate and alternative financing, and manages a sizable, concentrated asset base (over $225 million) for a limited client roster.
To learn more about the advisors currently working at Mindful Wealth LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Northbrook, IL
| 28
|
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