The Angell Research Group, Inc

The Lerner Group, based in Deerfield, IL, specializes in financial and estate planning for families, focusing on harmonizing their values with investment strategies to build a lasting legacy. By facilitating family communication and decision-making, they offer tailored wealth management solutions that encompass estate coordination and legacy planning. Generated from the website

Blue Trust, located in Deerfield, IL, specializes in providing financial planning and investment management services with a focus on integrating biblical principles into wealth management. The firm serves a diverse clientele, including individuals, families, athletes, entertainers, and nonprofit organizations, helping them achieve financial freedom and a lasting legacy. With a commitment to stewardship and generosity, Blue Trust advises on over $65 billion in assets, ensuring that clients' financial decisions align with their values and goals. Their comprehensive services extend across various sectors, including business consulting, family office management, and philanthropic consulting, making them a trusted partner for those seeking to navigate their financial journeys. Generated from the website

Buckingham Strategic Wealth is a team of financial advisors in Chicago, IL. Our wealth management firm on the North Shore of Chicago finds inspiration through collaborating with our clients to find meaningful, simple, and innovative solutions to life's financial questions. We start by creating a one-page mind map that captures clients' most important goals, values, assets, income streams, and other critical information. Once our financial planners understand who you are, we can create a tax-efficient portfolio strategy. Our investment company will run detailed cash flow projections to find the best tax and investment solutions to lifetime income and spending needs. Call our Chicago financial planners today to manage your wealth!