Investment Management and Guidance
Our philosophy is simple: Wealth should grow, be preserved and be passed on to future generations. We believe clients choose us because they realize they need an integrated approach to managing their financial lives. We embrace and share your vision, and we bring its various parts together in a clear—and clearly stated—strategy designed to target your goals.
We bring our intergenerational philosophy to our practice. With the addition of a second-generation Loewenthal, a wealth of insight, perspective and skill is passed along to help your family, now and in the years to come.
The work we do is customized for you and your financial situation. We take into account where you are now, your tolerance for risk, and where you see yourself and your family in five, ten or twenty years. We look at your wealth today and leverage tools designed to help forecast your expected income and spending. What's more, the thinking you get goes beyond our office in Northbrook, Illinois. As needed, we can bring in specialists from Merrill Lynch and Bank of America.