Understand. Develop. Partner. Achieve.

 

Financial planning doesn't happen by chance; it is the product of sound decision-making. Whether you are looking to protect, grow or transfer wealth, as a Wealth Management Advisor, I can help. I understand the complex financial issues and the ways in which these issues might affect your future.

Financial planning requires a commitment of time—yours and mine. I will work to understand your current personal and financial circumstances and your goals for the future.  Together, we develop a financial plan that balances your short-term needs with your long-term goals.

By meeting with clients regularly in one of our five Chicagoland offices, my team and I can make the necessary adjustments to your plan, protecting your overall financial security for the future.

The relationships we develop with our clients enable us to provide you with the guidance to make smart decisions about your money.

 

Our main office locations are:

Skokie:

5215 W Old Orchard Rd, Suite 1200

Skokie, IL 60077

 

Chicago- West Loop:

322 S Green St, Suite 212

Chicago, IL 60607

 

Kyle M. Smith, CFP®, CLU®, RICP®

Wealth Management Advisor

If you dream it, we’ll help you live it.

See how our version of financial planning can help you live your dreams today. Learn more.

We’re happy we make you happy.

Our clients rated us #1 in Customer Satisfaction among All Individual Life Insurance Providers. For J.D. Power 2019 award information, visit jdpower.com/awards.

4 Essential Lifestyle Factors That Can Help You Prepare for Retirement

To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck