A complete list of active advisors currently associated with Naperville Private Wealth, LLC

Warmer can help you find a great advisor at Naperville Private Wealth, LLC or one who fits your needs even better.

Naperville Private Wealth is an independent, state-registered advisory firm that serves individual and high‑net‑worth clients with discretionary wealth management and financial planning. The firm offers portfolio management for taxable and retirement accounts, ongoing financial planning, and the option to implement portions of portfolios through unaffiliated independent managers. Investment decisions are based on fundamental analysis with a generally long‑term orientation, using low‑cost diversified mutual funds and ETFs alongside individual stocks and bonds when appropriate. The adviser works with clients to establish goals, risk tolerance, and strategic asset allocation, monitors accounts continuously, and may recommend rebalancing, tax‑aware adjustments, or rollovers when deemed in a client’s interest. The firm operates as a single‑advisor practice with no additional staff, managing about $4.15 million across eight client relationships and maintaining two offices, and it generally does not impose a minimum relationship size—features that make its scale and structure atypical for independent advisers. The principal maintains insurance licensure and may receive commission income from insurance product sales, and the firm uses an institutional custody/platform relationship (including receipt of software and support) that it discloses and manages as potential conflicts of interest.

To learn more about the advisors currently working at Naperville Private 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.