Financial And Wealth Management Investment Advisor
CurrentEMBREE FINANCIAL Group is a private wealth management and retirement plan consulting firm located in the heart of Chicago and currently manages over $1.5 billion in institutional and household assets. Serving over 85 institutional clients and 300 families, we were recently named one of America's top 300 Registered Investment Advisors by the Financial Times.I have always wanted to use my investment skills and knowledge to make a difference in peoples’ lives by helping secure their financial future. You need a financial advisor who is seeking to understand you and develop a plan tailored to your exact needs and aspirations. Do you have a plan for your financial future? Regrettably, most people do not. How will you know if you have enough to live on when you finally retire? It’s like driving blind or without a map on your journey of life. Let us help you! We will sit down with you, figure out what your life aspirations are and how much capital you are going to need to achieve them. We will then create a diversified set of specific investments (which asset classes have historically been most likely to produce the returns you need to achieve your goals in the time allotted) in the public and private markets we specialize in. With our suite of advanced tools and years of expertise we will then monitor and review that plan throughout your investment journey so that you have enough through all the stresses and strains of an investing lifetime. I also have a background in advising on cross-border UK & US investment & pension issues for expats and facilitating tax-efficient exit from international pension plans.I am a Certified Financial Planner (CFP) and a former CPA.
