Your Money First.
Your Money First.
Your Money First.
Years of Experience
In Estate Plans & Assets
Clients Served
wealth protection built into every solution.
We are an independent wealth management firm based in Chicago with over 1,500 clients and approximately $10.75 Billion in estate plans and assets under management.
protecting and growing wealth for individuals and professionals
We design custom solutions to solve specific client challenges. We work with the largest and strongest financial institutions in the world to offer innovative solutions for Investments, Retirement Planning, Estate Planning and Annuities.
wealth protection built into every solution.
We are an independent wealth management firm based in Chicago with over 1,500 clients and approximately $10.75 Billion in estate plans and assets under management.
protecting and growing wealth for individuals and professionals
We design custom solutions to solve specific client challenges. We work with the largest financial institutions to offer innovative solutions for Investments, Retirement Planning, Estate Planning and Annuities.
Meet the Team
Georgio Mastro
Director of Marketing
Ektoras Kanelis
Wealth Manager
