The Klein Wealth Management Group

Merrill Lynch Wealth Management

1033 Skokie Boulevard
Suite 500
Northbrook, IL 60062
(847) 564-7139
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At The Klein Wealth Management Group, we strive to create meaningful client experiences that extend well beyond what you may expect from a wealth management team.
The Klein Wealth Management Group
Merrill Lynch Wealth Management
Welcome

At The Klein Wealth Management Group, we strive to create meaningful client experiences that extend well beyond what you may expect from a wealth management team. 

To help you move smoothly from Point A to Point B, we invest our time to understand who you are, what keeps you up at night, and what gets you up the next morning. Each of us wants to know what holds meaning to you – financially, professionally and personally. 

By listening more than talking and providing our undivided attention, we can craft thoughtful, highly personalized strategies to help simplify your complex challenges, complement the efforts of your CPA and attorney, and bring clarity to your life’s most significant transitions – whether you’re nearing retirement, recently divorced or widowed, welcoming a child back home after college, beginning a second marriage, or launching a new venture. 

A hallmark of our approach is caring for your “wealth and wellness.” We are also passionate about educating you – and ourselves. In fact, several team members have pursued rigorous industry training and hold the CERTIFIED FINANCIAL PLANNER, CFP® certification – helping us employ “best practices” and helping you plan and prepare for likely (and unlikely) circumstances. Our commitment to you is ongoing. Together, we look forward to helping strengthen your financial security and making you comfortable with the road ahead.



\*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.

 

Videos
Welcome to The Klein Wealth Management Group at Merrill
Recognition
Benjamin Klein
Managing Director, Wealth Management Advisor
Barron's "America's Top 1200 Financial Advisors State-by-State", 2015-2018, 2020
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Forbes "America’s Top 250 Wealth Advisors", 2017
(Published on October 24, 2017. Rankings based on data as of June 30, 2017.)
Forbes "Best-in-State Wealth Advisors", 2018-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Barron's "Top 1,200 Financial Advisors", 2015-2024
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Forbes "America’s Top Wealth Advisors", 2022-2024
(Published in April 2023-2024. Rankings based on data as of June of the preious year. Years pre-dating 2023, published annually Aug - Oct. Rankings based on data as of March - June of current year.)
The Klein Wealth Management Group
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
About Us
Philosophy

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.

Wednesday, December 13th 2023| 4:00 PM CST
The Klein Wealth Management Group Market Update Conference Call
Wednesday, January 17th 2024| 4:00 PM CST
The Klein Wealth Management Group Market Update Conference Call
Wednesday, February 21st 2024| 4:00 PM CST
The Klein Wealth Management Group Market Update Conference Call
Wednesday, March 20th 2024| 4:00 PM CDT
The Klein Wealth Management Group Market Update Conference Call
Wednesday, April 17th 2024| 4:00 PM CDT
The Klein Wealth Management Group Market Update Conference Call
Wednesday, June 26th 2024| 4:00PM CT
The Klein Wealth Management Group Market Update Conference Call
Meet Our Team
Benjamin Klein,

CDFA®, CEPA®, CFP®, CRPC™

Managing Director, Wealth Management Advisor
847.564.7139
Cynthia F Chase,

CDFA®, CFP®, CRPC™

Vice President, Senior Wealth Planner
847.564.7242
Tara L Stalesky,

CRPC™

Vice President, Senior Relationship Manager
847.564.7191
Nathan W Cassel,

CFP®, CRPC™

Assistant Vice President, Wealth Planner
847.564.7165
Gabrielle P Lounds,

CFA

Private Wealth Management Specialist
312.325.2645
Bethany Lackey,

CRPC™

Registered Senior Wealth Management Client Associate
847.564.7121
Katarzyna Cudzich
Registered Wealth Management Client Associate
847.564.7283
Adam Klupchak
Registered Wealth Management Client Associate
847.564.7110
Adam  Klupchak Headshot Image
Preston Anderson
Wealth Management Client Associate
847.564.7180
Theresa Speed
Wealth Management Client Associate
847.564.7190
Haley Roti
Administrative Assistant
847.564.7274
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Maggie Sobczyk
Wealth Management Banking Specialist
Merrill
Nicholas A. Beilfuss
Wealth Strategies Advisor
Bank of America, N.A.
Marcy O'Brien
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #559813
About Merrill

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.

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CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.