If you’re thinking about building a smarter path for your financial future, our team at Heritage Wealth is ready to help you take the guesswork out of investing.
We provide goal-focused, practical investment planning in Chicago that helps you align your money with your life, whether preparing for retirement, growing your wealth, or saving for your next milestone.
We’re not here to sell you a one-size-fits-all plan. We work with you to develop a strategy based on your goals, timeline, and risk preferences. Let’s talk about where you are—and where you want to go. Call (630) 868-9127 today to start your planning journey.
Why Investment Planning in Chicago Should Be a Priority
Chicago isn’t just a bustling city, it’s also home to various professionals, business owners, and families, each with their own goals and financial realities.
From tech entrepreneurs in River North to teachers in Oak Park, people across the area face the same question: “Am I investing the right way for what I want in life?”
That’s where good planning comes in. Investment planning in Chicago doesn’t need to be confusing or overwhelming, it should help you gain clarity, build confidence, and make smarter decisions over time.
Whether new to investing or ready to refine your portfolio, our team offers guidance that fits your life.
Our Approach to Investment Planning in Chicago
At Heritage Wealth, planning works best when it’s personal, ongoing, and results-oriented. Here’s what our investment planning process looks like:
Goal Discovery
We ask the most critical questions: What are you investing in? Retirement? College? A second home? Understanding the “why” helps guide every decision.
Current Snapshot
We evaluate your income, savings, tax situation, and investment accounts to get a clear picture of your current financial situation.
Portfolio Design
Based on your risk tolerance, timeline, and goals, we create a diversified investment strategy that balances growth and protection.
Implementation
We help you execute the plan seamlessly, from choosing the right mix of accounts to coordinating with your tax or legal professionals.
Ongoing Reviews
Life changes, and so should your investment plan. We schedule regular reviews to keep your strategy aligned and on track.
This isn’t about “timing the market” or chasing trends. It’s about building something steady that supports your goals today and long into the future.
Common Investment Goals We Help With
Everyone’s financial picture is different. Here are a few of the goals we commonly support through investment planning in Chicago:
Planning for retirement income
Saving for a child’s education
Growing assets for early retirement
Building generational wealth
Balancing risk during market volatility
Creating an investment plan after a significant life change (marriage, divorce, inheritance, job transition)
We work with individuals, couples, families, and business owners across Chicago who want their investments to reflect what matters most to them, not just what’s trending on financial news.
What Makes Heritage Wealth Different
There’s no shortage of advice, but our clients choose us because they want real conversations, thoughtful planning, and long-term partnership. Here’s how we stand out:
We listen before we recommend.
Your goals come first. We don’t make assumptions—we ask questions to understand what you actually need.We keep it clear.
No jargon, no charts you can’t read. Just plain-spoken advice and understandable explanations, so you always know where you stand.We adjust with you.
Life doesn’t follow a fixed path, and neither should your investment plan. We’re here for the long haul, ready to adapt your strategy when things shift.We’re focused on what you can control.
We help you focus on factors you can influence, like diversification, expenses, and tax efficiency, not what you can’t (like market headlines).
We take pride in working with clients who want a financial strategy they can stick with one that doesn’t feel like homework or guesswork.
MEET THE TEAM
Whether you’re based in the city or one of the nearby suburbs, we’re here to support your investment journey with advice that fits your lifestyle and goals.
For more information about Chicago’s economic and business environment, visit the City of Chicago’s official website.
Who We Work With
Who We Work With
Our clients come from all walks of life, but they tend to have one thing in common: they want their money working for them, not sitting idle or getting lost in unnecessary fees. We frequently work with:
Early-to-mid career professionals looking to grow wealth intentionally
Couples saving for home upgrades or growing families
Near-retirees evaluating income sources
Recent inheritors who are wondering how to invest new assets
Small business owners who are trying to balance personal and business finances
Whether starting, scaling up, or slowing down, we help you build a plan that reflects your goals.
Let's Talk About Your Goals
Whether you’re planning for retirement, looking to grow long-term wealth, or figuring out where to start, now is a good time to revisit your investment strategy.
At Heritage Wealth, we offer real-world advice and steady guidance because investment planning in Chicago should be about action, not anxiety. Let’s create a plan that reflects your life, priorities, and future.
Call us at (630) 868-9127 or visit htgwealth.com to schedule your consultation.