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Find a Financial Advisor in Riverwoods, IL

If you’re searching for smart, sophisticated financial planning and investment solutions, you’ve come to the right place.
 
Everything a modern investor needs – all under one roof.

Please note that our offices will be closed on Wednesday, June 19th in observance of the Juneteenth holiday. Normal business hours will resume on Thursday, June 20th.

97% of Clients Stay With Us2

25,000+ Clients

Best Financial Advisory Firms

USA Today8

14th Ranked RIA

Barron's1

30 Years in Business

$22.5 billion AUM4

Best in Class Ethics

NBRI9

Meet Your Riverwoods Financial Advisory Team

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For more than 25 years, our team of fiduciary financial advisors in Riverwoods, Illinois, has been a trusted partner for individuals and families looking for customized and comprehensive wealth management services around the greater Chicago area. Scott and Nicole understand that navigating the complexities of financial planning requires a tailored approach, which is why they take the time to thoroughly understand your financial situation, needs, and goals.

Visit our Riverwoods financial planners on Lake Cook Road to experience the difference that comes with working with advisors who truly prioritize your financial well-being.

David Kraunelis
Senior Associate Advisor
Scott Loochtan
Financial Advisor
Nicole Mayer
Partner Advisor

Location and Contact Details

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Address

2610 Lake Cook Road
Suite 250
Riverwoods, IL
Hours: 8:30am - 5pm, M-Th; 8:30am - 3pm, Fri

Services

Our Riverwoods Team is ready to serve you with expert guidance on:

  • Investment Management
  • Retirement & Financial Planning
  • Coordinated Tax Planning
  • Estate Planning
  • Insurance Services

Latest Insights

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11/22/2024

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