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Creating a Clear Financial Path

Guiding you through a complex financial system with a clear path.

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Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Wealth Planning Clearly Defined

Wealth Planning Clearly Defined

ClearGuide Wealth helps individuals and business owners navigate the complex world of tax and investment options to build, protect, and spend their wealth. As an independent fiduciary, we are able to meet our clients' needs with a full array of options. We pride ourselves on proactive, personalized advice. While based in Chicagoland, we work with clients across the country.

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Guiding Your Wealth Journey

Guiding Your Wealth Journey

Decades of real world investing experience combined with tax-efficient strategies allow us to design a wealth path to your goals. As a CERTIFIED FINANCIAL PLANNER®, we follow the established process to guide you through complex financial decisions to reach your objectives, both long and short-term.

Shape Your Wealth and Legacy with Purpose

Have confidence that the decisions you make today will lead you towards your destination future destination. Schedule a call with a ClearGuide Wealth advisor to see if your current strategy can be improved.

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Services
Tax-Efficient Wealth Solutions

Comprehensive financial services tailored to your goals, combining tax-smart planning, investment management, and personalized guidance to help you grow and maximize your wealth.

Personal Services

Whether you are just starting or are further on your journey, we walk with you to create a personalized plan to help you get there. With a focus on keeping more of what you earn for you and your family, we'll help you design a tax-efficient plan and adjust the plan as your circumstances change.

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Business Services

We help businesses navigate the complex world of financial products to protect the company's interests. With a deep understanding of employer retirement plans, we help your employees work towards financial health while maximizing tax efficiencies for the business. Our guidance has helped position businesses for long-term growth and better exit outcomes.

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Tailored Solutions for Every Client

Business Owners

Business Owners

We help business owners balance personal and business finances with tax-efficient strategies, helping both work together seamlessly.

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Pre-Retirees

Pre-Retirees

We guide pre-retirees through the final stretch, optimizing savings and creating a plan for a confident, comfortable retirement.

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Retirees

Retirees

Retirement is about preserving wealth and managing income. Our team helps you remain financially secure and tax-efficient in retirement.

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Practice Owners

Practice Owners

Support medical practice owners in navigating finances, from cash flow management to retirement, so you can concentrate on outstanding patient care.

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Executives

Executives

Help executives manage complex wealth, including ESOP awards and concentrated company stock positions like ISOs, RSUs, so you can focus on your life.

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Get Essential Financial Tips to Improve Your Planning

Join our community for useful tips, market updates, and guidance to enhance your financial journey and help you make confident decisions.

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Tools to Enhance Your Financial Knowledge

Expand your financial knowledge and empower yourself to make informed decisions with our thoughtfully curated resources designed to build your financial literacy.

Bursting the Bubble

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
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The Long Run: Women and Retirement

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.
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Keeping Good Records is Good Business

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
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