Find an Expert

Find an Expert

Find an Expert

Find an Expert

Team - The STRAD Team

The STRAD Team

Every investor—regardless of account size or lifestage—needs an advocate to understand and guide them along a path toward achieving their most important financial goals. 

Our Strategic Advice (STRAD) consultants begin with a conversation and a genuine desire to understand your unique needs and help you define your investment goals. We use this knowledge and understanding to craft risk-appropriate and cost-effective investment solutions, while delivering a diversified and balanced investment strategy consistent with your objectives.

For clients participating in our Managed Advice Program, or MAP, our consultants deliver a truly consultative and comprehensive approach, including:

  • 401(k), IRA, Pension and RMD Consultation
  • Pension and Rollover Consultation
  • Investment Review 
  • Retirement Income Planning
  • Ongoing communication, including monthly newsletters, 
  • Quarterly market updates, and annual account reviews

For those in need of limited guidance and consultation, a limited menu of services are available on a transactional basis.

Request an Appointment

Ready to start a conversation?

Call us at 312-431-6560 or:

Serving Clients At:

Wintrust Wealth Management - Chicago - Headquarters

231 South LaSalle St., 13th Floor

Chicago, IL 60604