From wealth management to retirement solutions, our insight and sophisticated financial strategies can help make your investment goals a reality.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
If you have any questions, please send us an email or call the office. We look forward to speaking with you.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
We understand the challenges families face today.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
For a list of important disclosures, please visit my website at https://egeawm.com
Company Details
- Employees
- 2
- Founded
- -
- Address
- 721 Chicago Ave, Evanston,illinois 60202,united States
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- https://egeawm.com/
- Keywords
- Financial Planning, Retirement Planning, Portfolio Management, College Planning, Risk Management, Sustainable Investing, Wealth Building Strategies, High-Net Worth, 401K.
- HQ
- Evanston, Illinois
Egéa Wealth Management Questions
Egéa Wealth Management's website is https://egeawm.com/
Egéa Wealth Management's LinkedIn profile is https://www.linkedin.com/company/eg%C3%A9a-wealth-management
Egéa Wealth Management has
2 employees.
View email and phone details for 2
employees at Egéa Wealth Management.
Egéa Wealth Management's industry is
Investment Management
Egéa Wealth Management's top competitors are
University Program Council,
Clean Energy - Cleansmoothie.com,
Somercor,
Iht Wealth Management,
Venue4343,
Badgley Phelps Wealth Managers,
Fairway Home Mortgage,
Egéa Sri,
Better Bike Share Partnership,
Meridian Wealth Management.
Egéa Wealth Management's categories are Investment Management
Egéa Wealth Management's founding year is 2023
