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.

 

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Check the background of investment professionals associated with this site on FINRA’s Broker Check

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (Member FINRA / SIPC). Insurance products are offered through LPL Financial or its licensed affiliates. Signature Bank and Signature Chicago Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Signature Chicago Wealth Management, and may also be employees of Signature Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Signature Bank or Signature Chicago Wealth Management. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed Not Bank
Deposits of Obligations | May Lose Value

Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CT, CO, FL, HI, IL, IN, KS, KY, LA, ME, MI, NV, NY, RI, TX, WA, WI