Porte Brown Wealth Management

Providing Financial Peace of Mind for Goal Oriented Clients™

Menu of Services

Seasonal Planning

Porte Brown Wealth Management offers and integrated, tax-centric approach to wealth management to help you achieve your financial goals. We work with you to preserve and grow your wealth by providing a high level of service and support throughout the planning process.

Menu of Services Plan Options

Investment Mgmt. Only

Financial Plan Only

Seasonal Model Only

Most Appropriate for Clients Who

  • Want investment advice, such as product selection & asset allocation
  • Want a current picture of their financial status associated with their important goals
  • Want recommendations of solutions to accomplish specific goals
  • Want an ongoing, fee-based relationship that aligns their financial goals & values with their financial plan
  • Wish to take an active, collaborative role in the financial planning process to achieve a successful result

Client Service Offering (annual)

  • 1-2 scheduled review meetings (in person or virtual)
  • Additional financial advisor engagement as necessary
  • Scheduled meetings during the financial plan creation process only
  • 4 scheduled meetings (in person or virtual)
  • Ongoing review of goals & personalized financial plan

What You Can Expect

  • Annual review of performance
  • Analysis of investment portfolio
  • Review of recommendations, including risk tolerance, financial goals & investment mix
  • Creation of initial financial plan with recommendations to achieve your goals
  • Annual update of financial plan
Seasonal Planning Overview:

Goal Tracking – Review financial goals & progress

Asset Allocation – Review & update risk tolerance and investment mix

Family Security & Cash Flow – Review cash flow, spending, insurance coverage, estate planning & employer benefits

Tax Planning – Review tax strategies, implications & options to manage tax liabilities

Tax-Smart Solutions

Whether you’re planning an addition to the family or embarking on anew adventure like starting your own business, we can help you protect what you have and accumulate wealth more effectively with tax-smart strategies for every phase of life.

Life’s full of surprises — sometimes good, sometimes challenging. We can help you navigate change and plan for whatever life brings your way.

Next step:

For further information, please contact Porte Brown Wealth Management at achidalek@pbwealth.net or call us at (847) 357-9995.

Providing Financial Peace of Mind for Goal Oriented Clients™

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