JMC Wealth Management

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1017 W Washington Blvd Unit 3E
Chicago, IL 60607
+1 (312) 275-1900
http://www.jmcwealth.com

JMC Wealth Management is a personalized wealth management firm based in Chicago, IL. They understand that each individual has unique attitudes and objectives when it comes to money, and they strive to build financial plans that address these needs and work for their clients. By uncovering hidden concerns and improving clients' relationships with money, JMC Wealth helps them confidently pursue the lifestyle they desire, with flexible assets and financial strategies that adapt to life's changes.

JMC Wealth offers a range of services, including retirement planning, investment strategies, estate management, insurance solutions, tax strategies, and lifestyle guidance. Their team of experts takes the time to listen and understand clients' goals before creating customized financial programs that honor their risk tolerance, time horizon, and objectives. With JMC Wealth in their corner, clients can navigate the fluctuations of the market and feel more comfortable in their financial journey.

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5.02 reviews
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Nicole L.
6/30/2016

Julie Casserly and JMC Wealth Management are great to work with! Communication is so important when dealing with finances and they are very responsive. Julie's positive attitude is so refreshing...

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Lisa D.
12/21/2024

I have been a client of JMC Wealth Management for over 20 years. They are incredibly knowledgeable and approachable. They are incredibly personalized, no cookie cutter plans here, and take time...

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