Midwest Wealth Management

Midwest Wealth Management is a Wealth Management firm in Wood Dale, IL. The practice focuses on delivering personalized financial guidance to help clients mitigate taxes, build and preserve wealth, and leave a meaningful legacy to loved ones or charities. Services include creating diversified investment portfolios based on individual risk tolerance and goals, financial planning to determine investment strategies and future needs, retirement income planning to establish consistent income streams, and estate planning to assist with legacy objectives. The firm also offers advice on insurance options, 401(k) and IRA rollovers, and Social Security benefit maximization.

Jeffry Phillips, a Certified Financial Planner and LPL Registered Principal, founded the firm and leads its overall vision and development. With more than 30 years of experience in the financial services industry, he is joined by Nathanial Phillips, a Certified Financial Planner who develops comprehensive strategies to guide client decisions. Elizabeth Vetick serves as the Client Services Associate, coordinating administrative tasks to keep the office running efficiently. The team operates under the support of LPL Financial, the nation’s largest independent broker/dealer, which provides access to nonproprietary products and extensive research resources. This structure allows the firm to offer objective financial guidance and a wide range of investment classes without the obligation to sell any particular brand.

The firm holds a perfect 5.00 rating based on customer reviews. It is located at 33 E Hattendorf Ave in Wood Dale, IL.

Midwest Wealth Management combines over three decades of professional experience with a dedicated local team to provide objective, personalized wealth management solutions in Wood Dale.