The Klein Wealth Management Group

From Frustration to Focused Care: Why Our Approach Is Different
Years ago, after returning from a business trip, I needed to see my doctor—only to be told the next available appointment was days away. Despite multiple calls, there were no openings. That experience led my wife and me to explore concierge medicine, and the difference was immediate and lasting:
✅ 𝐀𝐧 𝐞𝐥𝐞𝐯𝐚𝐭𝐞𝐝 𝐬𝐭𝐚𝐧𝐝𝐚𝐫𝐝 𝐨𝐟 𝐜𝐚𝐫𝐞 𝐟𝐨𝐫 𝐨𝐮𝐫 𝐟𝐚𝐦𝐢𝐥𝐲
✅ 𝐄𝐚𝐬𝐲 𝐚𝐜𝐜𝐞𝐬𝐬
✅ 𝐏𝐞𝐫𝐬𝐨𝐧𝐚𝐥𝐢𝐳𝐞𝐝 𝐚𝐭𝐭𝐞𝐧𝐭𝐢𝐨𝐧
✅ 𝐏𝐫𝐨𝐚𝐜𝐭𝐢𝐯𝐞 𝐠𝐮𝐢𝐝𝐚𝐧𝐜𝐞
✅ 𝐂𝐨𝐧𝐬𝐢𝐬𝐭𝐞𝐧𝐭 𝐜𝐨𝐦𝐦𝐮𝐧𝐢𝐜𝐚𝐭𝐢𝐨𝐧
✅ 𝐓𝐫𝐮𝐬𝐭𝐞𝐝 𝐫𝐞𝐥𝐚𝐭𝐢𝐨𝐧𝐬𝐡𝐢𝐩𝐬
✅ 𝐒𝐞𝐚𝐦𝐥𝐞𝐬𝐬 𝐜𝐨𝐨𝐫𝐝𝐢𝐧𝐚𝐭𝐢𝐨𝐧

That same philosophy inspired how we serve our clients at The Klein Wealth Management Group.

We deliver concierge-level wealth management to a select group of clients across 38 states—including business owners, law firm partners, corporate executives, and financially independent women.
Our proactive, personalized approach helps clients make confident financial decisions aligned with their life, goals, and legacy.



What You Can Expect
Clarity – Comprehensive planning so you always know where you stand
Confidence – Fiduciary guidance aligned with your goals
Access – Private banking* and bespoke lending solutions*
Protection – Family wealth, trust, and estate strategies to safeguard your legacy
Opportunity – Strategic support for business transitions and liquidity events



📍 Serving clients nationwide from our Chicagoland office
📞 (847) 564-7139
📧 Benjamin_Klein@ml.com

We would welcome the opportunity to learn how we can serve you.

Sincerely,
-Ben
Benjamin M. Klein**, CFP®, CRPC™, CEPA®, CDFA®**
Managing Director | Wealth Management Advisor


***

*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.