It starts with you.

You have priorities and we have the insights you need to keep them front and center.

 

O’Hare Wealth Management Group | Mequon, WI

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Ohare Wealth Team

Our Firm

Our team offers a wide-range of potential solutions for individuals, families and businesses. We offer a collaborative network that allows us to draw on our colleagues’ diverse experience to offer you customized insights, perspectives and potential solutions designed to help you and your family lead the lives you want.

Our Philopsohy

Our philosophy is simple: excellence in wealth management. We believe a foundation of trust and integrity is essential to building solid client relationships. Our team offers advice, guidance, service and experience focused on the individual. We embrace your vision and bring its various components together in a clear strategy designed to target your goals.

Focus On Individuals, Families and Small Businesses

We believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, We start by getting to know you and how you feel about the following seven life priorities.

  • Clients

    Health:
    Managing healthcare expenses, now and in the future

  • Clients

    Home:
    Upsizing, downsizing, remodeling or buying a vacation home

  • Clients

    Family:
    Taking care of your family and other people in your life

  • Clients

    Leisure:
    Spending your free time in meaningful ways

  • Clients

    Giving:
    Volunteering, mentoring others and giving to charities

  • Clients

    Work:
    Working in retirement, selling or starting a business

  • Clients

    Finance:
    Bringing it all together and defining your financial goals

Capabilities

Our years of experience through multiple market fluctuations have helped us understand that we can help you pursue your goals by being consistent in our approach. We’ll work with you to build a personalized investment approach that helps you pursue your goals – no matter the financial environment. We’ll take into account your objectives, time horizon and liquidity needs and, perhaps most important, your sensitivity to risk and investment personality.

O’Hare Wealth Management Group

Experience and Resources By Your Side

At O'Hare Wealth Management Group, every member of our team is dedicated to helping people achieve their financial goals. We believe every client is entitled to the highest level of personalized service and care. With the global resources of Raymond James, we’ll place you at the center of the wealth management process as we work together to design a goals-based financial approach to help you reach the goals that matter most to you.

 

Our Promise

INTEGRITY

We will be trustworthy and honest in all aspects of our business. We will avoid any and all conflicts of interest and will serve as your advocate watching over your wealth and income sources.

KNOWLEDGE

We will stay on top of conditions which may affect our plans, including market conditions, political events, taxation changes and corporate actions. We will make every effort to seek out unbiased high quality research.

SERVICE

We will personally make sure every promise made is delivered. We hold ourselves and each member of our team personally accountable for every task from investment transactions to returning phone calls promptly.

PERFORMANCE

We will work with each client to establish clear goals and benchmarks for growth, income, liquidity and taxes. Further, we will stay within each client’s comfort level for risk. Lastly, we will take the time to explain investment recommendations and keep clients up to date with the progress of their plan.

SINCERITY

We will always treat you with respect and will be proactive. We will always consider managing your wealth as our profound responsibility.

Firm Introduction

Steward Partners Global Advisory is a leading independent private financial services firm, with professionals delivering multifaceted financial solutions and quality level service to our clients and their families.
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AN EMPLOYEE-OWNED, INDEPENDENT PARTNERSHIP

Steward Partners Global Advisory is an employee-owned, full-service independent partnership catering to family, institutional, and multigenerational investors. Our professionals deliver comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering quality-level client service with an unwavering commitment to excellence.

FULL RESOURCES OF A LARGE, MULTINATIONAL FINANCIAL SERVICES FIRM

Steward Partners Global Advisory uses Raymond James as custodian for all assets and securities held on our clients' behalf. Raymond James is one of the largest financial services firms in the United States, with the scale and resources to support a wide array of products and services. With more than 8,400 associates worldwide and $1.17 trillion in total client assets*, the company's business includes investments, brokerage, professional asset management, insurance solutions, trust services, investment banking, and private and commercial banking.

A FIDUCIARY RESPONSIBILITY TO OUR CLIENTS

As a Registered Investment Advisor (RIA), Steward Partners Global Advisory acts as fiduciary to our advisory clients. This means that The Firm has a fundamental obligation to act in the best interests of our clients and to provide investment advice in our clients' best interests. The Firm and its advisors owe our clients a duty of undivided loyalty and utmost good faith. The Firm does not engage in any activity in conflict with the interest of any client, and takes steps reasonably necessary to fulfill our obligations.**

*As of 6/30/2021
**https://www.sec.gov/divisions/investment/advoverview.htm
The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock

STEWARD PARTNERS – WE’RE NOT JUST PARTNERS, WE’RE FAMILY.
Visit StewardPartners.com
OUR RELATIONSHIP WITH

Raymond James

In 1962, Bob James set out to build a different kind of financial services firm. In the years since, that firm has grown to become a leader in its industry, dedicated to and driven by a focus on independence, integrity, conservative risk management, and always putting clients first.

O’Hare Wealth Management Group, in conjunction with Steward Partners Global Advisory, selected Raymond James as a custodian and platform provider given their strong commitment to best-in-class technology and deep reserve of human intellectual capital. Backed by their world-class resources and cultural alignment, we are able to fulfill our mission to serve select clients with the core tenets of integrity and trust.

Our relationship with Raymond James allows us to consistently and conscientiously put you and your goals at the forefront of our work.

Our affiliation with Raymond James is an important part of how we serve our clients. Raymond James is one of the largest independent financial services firms in America, and helps support our business by providing access to leading investment research; surrounding our team with experts on a broad range of financial disciplines; offering operational and trading support to our team and clients; and enabling us to access market-leading technologies.

Resources

Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.

CALCULATORS

A host of financial tools to assist you.

ARTICLES

Educate yourself on a variety of financial topics.

FLIPBOOKS

These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.

NEWSLETTERS

Timely newsletters to help you stay current.

Glossary

Financial terms from A to Z.

VIDEOS

These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts.

QUOTES THAT INSPIRE US...

Market Insight

Weekly investment strategies and more...

Our Office

O’Hare Wealth Management Group
Steward Partners Global Advisory

1249 W. Liebau Road, Suite 201
Mequon, WI 53092
Phone:
(414) 644-0060
Email:
info@stewardpartners.com
 
 
 

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Check the background of this financial professional on FINRA's BrokerCheck