There’s an old saying that with the stroke of a pen we have the ability to affect generations upon generations of lives. Read more
Advice in Common Language
Straightforward Fees
FORBES TOP-RANKED TEAM
People deserve to understand what’s happening with their money.
Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.
At Harrison Wallace Financial Group, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.
First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.
We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.
As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.
Whether you’re investing hundreds or millions, at Harrison Wallace Financial Group we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.
Discover the right investment strategy for you.
Tell us a little more about your investment objectives and level of comfort with risk.
By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?
How to get started.
1. Schedule an appointment
2. Meet with us for a custom listening session
3. Get your personalized strategy
Schedule an appointment.
Please provide your name and email and we will have an advisor contact you.
Our financial planning services are built on trust, transparency and accountability.
Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services
Portfolio Management
Our teams of analysts and money managers have designed unique and relevant strategies for every kind of investor. Learn More
Risk Management
Risk Management is identifying the exposures that exist in the event of a disability, premature death or extended health care need to your family situation. Learn more
Tax Planning
Tax Planning is the process of reviewing how you are currently utilizing tax deferred, tax exempt and tax favored strategies. Learn more
Wealth Planning
Wealth planning is defining your goals, determining what you’re currently doing to reach those goals and what obstacles are getting in your way. Learn more
Estate Planning
Estate Planning is the process looking at the current distribution and potential estate tax liability of your assets in the event of your passing. Learn more
Personalized Wealth Management
Harrison Wallace Financial Group’s mission is to cultivate a long-term relationship built on confidence, integrity and trust by providing the highest-quality objective advice that focuses on each client’s unique goals. We incorporate a sophisticated, comprehensive wealth management approach with a solution-based game plan.
At Harrison Wallace Financial Group, we’re committed to delivering on our word. That’s why you’ll benefit from the Harrison Wallace Financial Group team’s goal of delivering our mission, vision and core values to our clients daily. We are a wealth management firm based in Libertyville, Illinois serving affluent families, business owners, executives and institutions. Our team provides the highest level of service for our local and national clients in financial planning and investment management. Contact us today and let Harrison Wallace Financial Group help you on your True Wealth journey.
Investment Management
Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.
Carson Partners
Carson Partners is a network of growth-minded advisors with one common massive transformative purpose: to be the most trusted for financial advice.
Our Location
Headquartered in Libertyville, Illinois, Harrison Wallace Financial Group provides the highest level of service for our local and national clients. Contact us today to speak with a wealth advisor or financial professional nearest you.
Insights
Harrison Wallace’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more
Blog
Proposed Bill Includes Tax Increases for High ...Last week, Democrats on the House Ways and Means Committee released a draft of their proposed tax plan, which includes changes to corporate, personal and other taxes, as well as retirement plans – though Social Security would be untouched.
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Market Commentary
Market Commentary: Consumer Demand Stays Strong, Continuing ...Two U.S. economic reports provided reassuring news about the economy. The inflation trend moderated in August. Consumer price inflation (CPI) rose 0.3%, down from 0.5% the previous month and below estimates of a 0.4% increase (Figure 1). Excluding food and energy, prices increased just 0.1%.
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Video
How to Manage Your Health Savings AccountWatch this webinar hosted by Carson’s Managing Partner of Wealth Solutions, Jamie Hopkins, and Senior Wealth Planner, Beth Schanou, to learn more about how to manage your health savings account.
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Monthly Newsletter
Got an HSA? Learn How to Maximize ...Are you healthy? Or are you anticipating some hefty medical bills coming up? Or do you want to save money in a tax-advantaged way for future medical expenses? If so, a health savings account (HSA) might be a good choice. An HSA is a tax-favored savings and investment account that’s used for qualified health care expenses and tethered to high-deductible health plans (HDHPs).
Read More- Creating Awareness Around Life Insurance
Blog post
- Creating Awareness Around Life Insurance
There’s an old saying that with the stroke of a pen we have the ability to affect generations upon generations of lives. Read more
Weekly Market Commentary
