Brad Walker and his team are equipped with the expertise, leadership, and commitment to provide a wide range of financial services to meet your unique wealth management needs. Our combined 58 years of industry experience and dedication to client satisfaction, coupled with sound principles, lay the foundation for our strategic focus of protecting and growing your assets.
Led by Brad Walker, CFP®, our mission is to provide unbiased, proactive planning and service. We will begin by developing a thorough understanding of your financial situation and objectives utilizing our Comprehensive Financial Review™ (CFR) process. Our analysis, tailored to your circumstances, will examine your current investable assets, insurance coverage needs, tax situation, retirement plans, and current and future estate planning needs.
Through this disciplined process and our extensive knowledge of the marketplace, we will implement and manage strategies to meet personally specified objectives, while ensuring the necessary flexibility to respond to changes in the market and in personal circumstances. Our main goal is to provide financial independence, as defined by you, with straightforward communication, sound advice, and personal service.
Through our affiliate, The Chicago Trust Company, we are able to provide our clients access to an expert team of Trust Administrators, each with an average of over 20 years of industry experience. We offer a full range of administrative and fiduciary services, including trust and estate management, bill payment, care provider management, and tax preparation and filing. Moreover, The Chicago Trust Company proudly serves as corporate trustee or successor trustee for many of our clients. As a part of our collaborative process, our trust professionals work in concert with attorneys, accountants, financial advisors, portfolio managers, and financial planners to customize solutions that most effectively help our clients meet their objectives.
Our asset management affiliate, Great Lakes Advisors, provides comprehensive investment and advisory products and services to both private clients and institutions, including corporations, public and government entities, pension and profit-sharing plans, Taft-Hartley plans, endowments, foundations, and trusts. Our Portfolio Managers help our clients meet their financial goals through the use of proprietary models, access to our in-house analyst staff, and the expertise of our product specialists. Our asset management professionals design custom tailored investment solutions utilizing sophisticated risk analytics and advanced asset allocation models to ensure each portfolio is constructed and managed in accordance with our clients’ unique long-term objectives.