Kevin Oleszewski, Senior Wealth Planner For many parents, childcare can be their biggest monthly expense, and rising inflation hasn’t helped matters. Add in the cost of caring for aging parents? You’re likely spending a fortune on care.Read more
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Effective Game Plan
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Advice in Common Language
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Straightforward Fees
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FORBES TOP-RANKED TEAM
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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.
[/vc_column_text][/vc_column_inner][/vc_row_inner][vc_tta_accordion style=”flat” shape=”square” spacing=”15″ gap=”10″ active_section=”0″ collapsible_all=”true” css=”.vc_custom_1490205206182{margin-right: 0px !important;margin-left: 0px !important;}”][vc_tta_section title=”What are you going to do with my money?” tab_id=”1490199387871-b84c6dff-dc37″][vc_column_text]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.[/vc_column_text][/vc_tta_section][vc_tta_section title=”Can you handle the complexity of my situation?” tab_id=”1490199387978-9111ba9c-b475″][vc_column_text]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.[/vc_column_text][/vc_tta_section][vc_tta_section title=”How can you make my life easier?” tab_id=”1490200582517-1044376e-c0bd”][vc_column_text]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.[/vc_column_text][/vc_tta_section][/vc_tta_accordion][/vc_column][/vc_row][vc_row][vc_column el_id=”survey-section”][vc_empty_space height=”30″][vc_column_text]
Discover the right investment strategy for you.
Tell us a little more about your investment objectives and level of comfort with risk.
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By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?
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[/vc_column][/vc_row][vc_row stripe_color=”grey”][vc_column][vc_empty_space height=”30″][vc_row_inner][vc_column_inner][vc_column_text]How to get started.
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1. Schedule an appointment
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2. Meet with us for a custom listening session
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3. Get your personalized strategy
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Schedule an appointment Watch video
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Schedule an appointment.
Please provide your name and email and we will have an advisor contact you.
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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
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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.
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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.
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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.
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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.
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Insights
Harrison Wallace’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more
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Blog
Five Reasons Your IRA is Deflating, and ...By Craig Lemoine, Director of Consumer Investment Research Stocks, bonds and mutual funds have had a rocky start to the year. The S&P 500, a broad measure of the United States stock market, was down 4.6% over the first quarter. Mutual funds holding stocks and bonds have also lost value. These losses are jarring following an outstanding 2021, where the S&P 500 gained just under 30%.
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Market Commentary
Market Commentary: U.S. Markets Rally But ...U.S. stocks rallied after Russia invaded Ukraine on Thursday. The news that the initial sanctions wouldn’t target Russian energy exports to Europe reduced concerns about a European economic slowdown. While global markets declined last week, the U.S. finished higher even though the S&P 500 moved by more than 1% on all four trading days.
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Video
Prioritizing Your Estate PlanWatch this webinar hosted by Carson’s Vice President of Trust Services, Sarah Duey, and Senior Wealth Planner, Tom Fridrich, as they cover how to prioritize your estate plan.
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Infographic
10 Tax Planning Tips Your CPA Might Have ...There’s more to tax planning than you think. Do you understand how each of your accounts are taxed? How did you set up your retirement plan? Have you considered an HSA? Take control of your taxes and how they fit into the big picture. Check out 10 planning tips your CPA might have missed. View the Infographic
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Monthly Newsletter
Any Time is Tax-Loss Harvesting TimePublished by Kevin Oleszewski As the end of the year approaches, we start to think more and more about our tax picture. What boxes can we check to reduce our taxable income? Tax-loss harvesting is one such approach. A tax-efficient way to rebalance your portfolio, tax-loss harvesting can help you offset earnings and get back to your target allocation. Tax-loss harvesting is traditionally thought of as an end-of-year event, because it can help you minimize your tax bill.
Read More- Planning for the Rising Cost of Dependent and Child Care
Kevin Oleszewski, Senior Wealth Planner For many parents, childcare can be their biggest monthly expense, and rising inflation hasn’t helped matters. Add in the cost of caring for aging parents? You’re likely spending a fortune on care.Read more
