Wealth Management

Personally invested in your financial independence.

Providing personalized, comprehensive investment advice to help you pursue your financial goals. Simply fill out the form at the right and we’ll put our experience to work for you.

Or give a Signature Advisor a call at 847.268.1036. 

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Inquiries will be directed to: Christopher McCurdy, PPC®, CPFA™
Managing Director, Signature Chicago Wealth Management

Services for your family’s wealth management needs

We help you create personalized financial strategies based on your lifestyle goals. Using our discovery process, we work with you to build an appropriate plan that supports your objectives and then monitor it to help you on your financial journey.

  • Investment planning

    Investment planning

  • Financial planning

    Financial planning

  • Retirement planning

    Retirement planning

  • Insurance & liability analysis

    Insurance & liability analysis

401K Management solutions for business owners

With any employer-sponsored retirement plan, the employer serves two roles: plan sponsor and plan fiduciary. At Signature Chicago Wealth Management, we help provide additional fiduciary support to allow you more time to focus on managing your business. Whether you are looking to change your current provider or obtain an analysis of your current plan, our Signature Chicago Wealth Management team can help you decide what option is right for you and your business.