Jeller Wealth Management

Vivaldi Capital Management is a privately-owned wealth and investment management firm located in Chicago, Illinois, dedicated to serving high-net-worth individuals, families, and institutions. With a focus on a holistic approach to wealth management, the firm emphasizes the importance of protecting and growing client wealth through diversified strategies and integrated advisory services. Founded to manage the wealth of its clients and partners, Vivaldi maintains a strong alignment of interests by having its partners actively invest alongside clients. The firm offers comprehensive services, including wealth management, investment research, and retirement plan services, tailored to meet the unique financial needs and goals of its clientele. Generated from the website

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy