Your financial advisory team is equipped with the expertise, leadership, and commitment to provide a wide range of financial services to meet your unique wealth management needs. Our combined 60 years of experience coupled with sound principles serve as the foundation for our strategic focus of protecting and growing your assets. Headed by Linda Becker, your wealth management team can provide you with the highest level of quality investment service. With a truly extensive understanding of the marketplace and the seemingly innumerable vehicles available to the investor, we will help navigate the terrain with personal attention and focus.
We begin with a detailed understanding of your financial situation, risk tolerance, time horizon, and objectives, and then we work in partnership with you and your professional advisors to design an individually tailored strategy. Understanding that investment planning is not a onetime occurrence, but rather an ongoing process, we will ensure that your plan is sufficiently flexible to respond to changes in the investment markets or your personal circumstances. In a seamless approach, we work in concert with our clients’ attorneys and accountants to incorporate potential tax and estate matters to deliver a truly encompassing strategy. Through this disciplined process, we help individuals and families with their retirement planning, education funding, and total portfolio management needs. We also serve business owners looking to maximize tax advantages, attract and retain talent, protect and manage real estate assets, and execute effective succession plans.
Navigating today’s markets requires a comprehensive approach that incorporates all aspects of your financial picture. Integrity, depth of experience, and commitment to excellence are the hallmarks of the Linda Becker team.
Trust and Asset Management
Through our affiliate, The Chicago Trust Company, we are able to provide our clients access to an expert team of Trust Administrators, each with an average of over 20 years of industry experience. We offer a full range of administrative and fiduciary services, including trust and estate management, bill payment, care provider management, and tax preparation and filing. Moreover, The Chicago Trust Company proudly serves as corporate trustee or successor trustee for many of our clients. As a part of our collaborative process, our trust professionals work in concert with attorneys, accountants, financial advisors, portfolio managers, and financial planners to customize solutions that most effectively help our clients meet their objectives.
Our asset management affiliate, Great Lakes Advisors, provides comprehensive investment and advisory products and services to both private clients and institutions, including corporations, public and government entities, pension and profit-sharing plans, Taft-Hartley plans, endowments, foundations, and trusts. Our Portfolio Managers help our clients meet their financial goals through the use of proprietary models, access to our in-house analyst staff, and the expertise of our product specialists. Our asset management professionals design custom tailored investment solutions utilizing sophisticated risk analytics and advanced asset allocation models to ensure each portfolio is constructed and managed in accordance with our clients’ unique long-term objectives.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and the federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.
Ready to start a conversation?
Call us at 312-431-6565 or:
231 South LaSalle St., 13th Floor
Chicago, IL 60604