W3 Business Advisors

Privately owned and independent, Bessemer Trust is a multifamily office that has served individuals and families of substantial wealth for more than 115 years. Through comprehensive investment management, wealth planning, and family office services, we help clients achieve peace of mind for generations.

Nuveen Investments, founded in 1988, markets, distributes and develops investment products and services for the customers. The products offered by the company include closed-end and exchange-traded funds, individually managed accounts and mutual funds. It has various subsidiaries, including Rittenhouse, NWQ and Symphony. The company offers four investment solutions through its subsidiaries that include growth equities, value equities, and fixed-income and market-neutral alternative investments. It operates through a network of distributors, including investment firms, broker, dealers, commercial banks, insurance providers, financial planners, accountants, consultants and investment advisors. The company also provides managed account services and asset management solutions to institutional investors. Nuveen Investments is headquartered in Chicago, and has offices in New York, California and Pennsylvania.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Wilmette, IL area, Steven J Berceau will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.