About

Serving the Chicagoland area since 1999, we have a reputation built on helping successful individuals achieve their financial planning and Investment goals. Wisdom Investments is an Illinois Registered Investment Advisor. We are fiduciaries who are legally and ethically responsible for putting your interests ahead of all others. Wisdom Investments is a privately owned, independent financial planning company. We are not a broker. We are not compensated by third party companies to provide Investment advice. In addition to providing Comprehensive Financial Planning advice, we provide a full range of services including, but not limited to, Retirement Planning, Investment Planning, College Planning, Estate Planning, Insurance Planning, and Tax Planning.