Dedication. Experience. Multi-generational. At The Allen Wealth Management Group, we believe these characteristics best describe our proactive, client-focused approach and commitment to addressing the complex wealth considerations facing affluent client families.
Feeling like stakeholders in clients’ lives, we are as serious about our roles as clients are about their money. Having cultivated trust with generations of families, our clientele has been largely referred to us. We believe that says more about us than we could ever say.
With ages that align nicely with clients “young and older,” our team caters to an impressive, but limited circle of clients whose education and sophistication demand a superior level of wealth management. Residing in more than 25 states and at all stages of the wealth continuum, our clients include successful business owners, C-suite executives in the financial and health care fields, corporate and personal attorneys, as well as physicians and their practices.
By assisting fewer clients, we can do more – and care more – for each. With daily demands on our busy clientele, we are determined to help enrich and simplify their lives, while giving meaning to their money.
All of our efforts revolve around our rigorous planning-based approach – something analogous to a full medical work-up. Like good physicians, we scrutinize “past records” (financial and trust documents), and take careful measure of a client’s financial wellness – even asking about their aches and pains:
“Why are you here? How are your liabilities and cash flow hurting your ability to save and invest? Does a rewarding retirement lifestyle seem out of reach? Is your partner making spending decisions that concern you? What financial task occupies too much of your time? What’s your greatest joy and greatest fear? Achieving which goal would make your heart beat fastest?”
Our desire to listen and learn from clients is a hallmark of our approach. With an appreciation of their visions and values, our strategies can embrace a client’s past, present and ambitions. By recognizing family dynamics and desires, we bring clarity to our clients and then craft customized strategies that help clients navigate a rewarding journey.
Each day, we look to help clients leverage their wealth by offering strategic and creative credit solutions with ready access to Bank of America, N.A. for residential and securities-based lending and custom credit solutions. We also nurture close relationships with clients’ CPAs and attorneys, to create solid blueprints for clients to enjoy productive, tax-efficient outcomes that can span generations.
Our clients’ achievements, hard work, and values have led to financial and personal success. Therefore, it is incumbent upon us to help manage that wealth responsibly and in the most respectful manner.
At The Allen Wealth Management Group, we take pride in the multi-generational aspect of our group. This helps ensure continuous attention to our clients and enables our team members to share personal experiences and professional insights with generations of client families – in the Chicago area and 29 states.As we have for decades, we continue to nurture client relationships with actuaries, chemists, scientists, senior corporate executives, successful entrepreneurs, retirees, widows, families with inherited assets, as well as clients' grown children and elderly parents.Each of us shares a mission – to bring clients positive long-term outcomes that coincide with their view of wealth and the world. To accomplish that, we aim to engage regularly with clients, their spouses, grown children and elderly parents. It's also important that we coordinate consistently with clients' other advisors and our own network of tax and legal professionals. Doing so can save clients' time and reduce the cost of managing multiple advisory relationships.For busy clients seeking a proactive approach to optimizing their wealth and minimizing their efforts, we aim to do more than clients might expect – by helping them: -Achieve their desired retirement lifestyle -Arrange real estate financing through Bank of America -Leave a legacy to their heirs -Help ensure the protection of their family -Establish appropriate long-term care solutionsWe combine our knowledge of investment, liability, tax minimization and estate planning strategies – often with the input of clients' other advisors – to align efforts and put clients' most cherished goals within reach.
CEPA®, SE-AWMA™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
