Partnership Opportunities

With today's environment, we know things have been challenging for clients, but they've also been hard for advisors. If you are looking for additional resources for your practice, contact us to discuss possible partnership opportunities. We'd love to learn more about what your firm has established and how we might fit into helping you achieve your goals.

We recognize that everyone is unique, but we believe we have solidified a strong competitive edge in our current market, and are pleased to be in consideration for a partnership or to be part of your practice succession planning. Please fill out the form below and we will be in touch. We look forward to meeting to discuss the possibilities and next steps.

TWG Wealth Planning

Quick Facts On Our Firm

  • We have been serving clients, as independent financial advisors in Chicago and around the country since 2009
  • The firm has 51 years of combined experience in investing and financial planning.
  • Our firm is a Hybrid RIA and custody assets with LPL Financial and TD Ameritrade.
  • Provide a comprehensive suite of services leveraging technology including: MoneyGuide Pro, RightCapital, Riskalyze, RedTail and Fi360.
  • Financing options through LPL
  • We have highly-experienced staff ready to serve new clients.