Our Team
TWG Wealth Planning is a Wealth Management and Investment Services firm. Our goal is to understand the goals and needs of our clients and help position our clients to address those financial goals. We strive to develop a trusted team of professionals for our clients helping them through many of life’s most important financial decisions.
Leadership


Wealth Management Team



Adam Kadivar
Administrative Assistant, CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Fund Specialist (CFS®)
(312) 276-4445

Employer-Sponsored Retirement Plan Consulting Team
Client Service & Operations Team


