MTD WEALTH MANAGEMENT
Wealth management,
built around your goals.
Ongoing, hands-on portfolio management for clients who value direct access to their advisor, not just a 1-800 number.
EST. CHICAGO — 1990
Why It Matters
Markets change. Strategies should too. A thoughtful, ongoing approach may help you respond to what’s happening, instead of just reacting to it.
Our Approach
Actively managed
We take an ongoing, hands-on role in your portfolio, making adjustments as markets and your goals change. This hands-on approach reflects the added value of dedicated oversight, and as with any strategy, no particular outcome can be guaranteed.
Goals-based
Your portfolio is built around your timeline, your risk tolerance, and what you’re working toward. Rather than relying solely on standardized models, we tailor your portfolio to your needs.
Reviewed regularly
We meet at a cadence that fits your lifestyle and needs – at least once a year. Life and markets shift; your strategy should be allowed to shift with them.
Active vs. Passive: What you should know.
You’ll hear strong opinions on both sides of this debate. Here’s how we think about it.
— Option One
Passive investing
Passive strategies typically track a market index without active oversight. The trade-off: when the market drops, a passive portfolio drops with it.
— Option Two
Active investing
Active strategies involve a professional making ongoing decisions and adjustments — shaped around your goals, your timeline, and your life, not a standardized model. The aim is to manage risk and pursue opportunities as conditions change, rather than simply reacting after the fact.
At MTD Wealth Management, every plan is as different as each individual and starts with a conversation around your goals, needs, and lifestyle.
Our Approach
Once a year, we sit down together for a real review, not a form to sign. We look at where things stand, what’s changed, and whether anything needs to shift.
Let's Talk
Let’s start with a conversation.
Your first conversation is complimentary, with no expectation of what comes next. We’ll talk about what’s on your mind, what you’re working toward, and whether we’re the right fit.
If we are, great. If not, we’ll point you toward someone who is.
Prefer to talk now? Call (312) 550-3191 or email [email protected].
Schedule a conversation
We’ll be in touch within one business day.