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 80 years of financial industry experience and dedication to client satisfaction, coupled with sound principles, lay the foundation for our strategic focus of protecting and growing personal wealth. 

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 Envision® 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. 

TRUST SERVICES 
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.