The Klein Wealth Management Group
The Klein Wealth Management Group operates as a concierge wealth management practice — a twelve-person team that manages more than $2 billion (as of May, 2026) in entrusted assets for a select group of clients across 40 states, with one defining principle: every client relationship receives the attention it actually requires.
We serve business owners, law firm partners, corporate executives, and financially independent women who have built real wealth and want an advisor who engages with their situation at the level it deserves. Not a quarterly call and a model portfolio — but a team that knows your full financial picture, coordinates across every dimension of it, and is available when decisions need to be made.
We focus on the planning decisions that sit alongside the portfolio — equity compensation strategy, business transition planning, retirement income for a single income stream, estate planning that reflects how clients actually live. The investment account is one part of the picture. We work with all of it. More importantly, the clients who have been with us the longest tell us the same thing: they wished they had started the conversation sooner.
If you are wondering whether our team is the right fit, the easiest way to find out is a 30-minute conversation. Use the Contact Us button above to reach us directly.
Serving clients nationwide from our Chicagoland office.
(847) 564-7139 | Benjamin_Klein@ml.com
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*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
*Trust, fiduciary, and investment management services are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp."), and its agents.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
Please join us for The Klein Wealth Management Group
Market Update Conference Call
Wednesday, June 24, 2026 at 4:00pm (CT)
CFP®, CRPC™, CEPA®, CDFA®
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.
